Unimech Aerospace and Manufacturing Limited has informed the Exchange about Transcript
UNIMECH · price
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Unimech Aerospace reported Q1 FY26 revenue of around INR63 crores, up 6% year-on-year but slightly lower sequentially due to export market slowdown post-tariff news. EBITDA stood at INR20 crores (~31% margin) and PAT at INR19 crores (~26% margin), with EBITDA down 23% YoY mainly due to higher employee costs (now 20%+ of revenue) and new ESOP charges. Management reaffirmed full-year FY26 guidance of 35-40% revenue growth and 30-32% EBITDA margins, expecting H2 to be significantly stronger as order inflows pick up. Order book was INR81 crores as of June 2025, with management flagging INR800+ crores of bids submitted in the nuclear segment over the past 1-2 months, including EMCCR tenders worth INR400+ crores. The company added 3 new customers (total 35), 381 new SKUs, and is actively evaluating M&A targets in precision manufacturing while increasing its stake in Dheya Technologies (16% → 30% target).
Near-term stock sentiment may be cautious as Q1 was soft and tariff-related margin pressure (potential cost-sharing with large customers) is acknowledged, but the reaffirmed full-year guidance and visible order pipeline (nuclear, defense, engine stands, precision components) provide a constructive medium-term outlook. Backloaded H2 growth and rising working capital needs (100-110 days → 150-160 days) with potential ~INR50 cr debt drawdown are key monitorables.