Unimech Aerospace and Manufacturing Limited has informed the Exchange about Transcript
UNIMECH · price
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Unimech Aerospace reported FY25 operating revenue of INR243 crore, up 16% year-on-year, with Q4 revenue hitting a record INR68.4 crore. EBITDA stood at INR92 crore (38% margin) and PAT at INR83 crore (31% margin), with strong ROCE of 33% and ROE of 25%. The company added 4 new aero tooling customers and 3 precision component customers in Q4, bringing the total to 32 customers, and qualified SKUs rose to 4,388. Management guided FY26 revenue growth of ~40%, but flagged margin pressure with EBITDA margins expected to drop to 30-32% and gross margins to 60-62% due to first-article costs, new employee additions (headcount up to 793), and expanded facilities. The company also outlined a nuclear opportunity worth INR400+ crore per reactor across 11 planned NPCIL reactors, with 5 EMCCR refurbishment tenders in the pipeline.
Near-term stock sentiment may be mixed as the strong revenue guidance of ~40% growth is offset by explicit margin compression guidance. The 80% US revenue exposure creates tariff-related uncertainty for Q1-Q2 FY26, though management noted 80% of US-bound tooling is re-exported elsewhere, limiting direct tariff impact. Long-term targets of INR1,000 crore revenue by FY29 and expansion into nuclear and precision segments remain positive catalysts.