Q2 revenue and profit seen lower; FY26 guidance faces tariff headwinds

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UNIMECH · price

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Price reactionminutes from the announcement price · days from the prior close

-5.2%Reaction day

₹1043.60

prior close

₹989.80

announcement price

After-mkt

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Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)+1.3%-6.5% vs market

Aerospace & Defense peers, median of 20sector+1.9%-7.1% vs sector

On the reaction day the stock moved 6.5 pts less than Nifty Microcap 250 and 7.1 pts less than its Aerospace & Defense peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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Reaction day

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Next day

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UpDownMarket · Nifty Microcap 250Sector · Aerospace & Defense peers, median of 20Pending

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AI summary

For the quarter ended September 2025, Q2 FY2025-26 revenue is expected to be marginally below Q1 FY2025-26, with profit also declining quarter on quarter. US tariffs have reduced export revenue realisation and delayed customer order pickups. The company says its order book remains resilient, but meeting its earlier FY26 revenue guidance may be challenging. It is exploring alternative shipment routes and Free Trade Warehouse Zones for US-bound customers.

Likely market impact

Near-term revenue and profit outlook is negative, and FY26 target risk may weigh on the stock, though the order book remains resilient.