Investor Presentation on Q1 & H1 performance
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Universal Autofoundry reported Q2FY26 revenue of ₹549 mn, up 10% year-on-year and 18% sequentially, driven by 19% volume growth led by the tractor segment. EBITDA came in at ₹41 mn (down 17% Y-Y but up 16% Q-Q) with margins stable at 7.4%; the Y-Y decline was attributed to higher raw material costs. PAT fell 35% Y-Y to ₹6.1 mn. Exports grew 24% Y-Y and capacity utilization improved to ~59%. The newly commissioned 5MW solar plant (since July 2025) is expected to reduce power costs starting Q3FY26. The company announced a 7-year strategic partnership with Kranti Industries (effective Jan 1, 2026) to integrate casting and machining operations.
Near-term profitability remains under pressure with declining Y-Y PAT and EBITDA, but management is guiding to margin expansion through higher capacity utilization, solar-driven power cost savings, and operational synergies from the Kranti partnership. Investors should watch for Q3 power cost benefits and the pace of unit-3 ramp-up as key catalysts for margin recovery.