Investor Presentation on Q3 & 9M of F.Y. 2025-26
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Universal Autofoundry reported Q3FY26 revenue of ₹492 mn, up 6% year-on-year but down 10% sequentially due to seasonal moderation. Volumes grew 10% Y-Y, led by tractor and M&HCV segments, while earth-moving equipment stayed soft. EBITDA collapsed to ₹6 mn (margin of just 1.2%) from ₹41 mn in Q2, hit by higher raw material, power, and fuel costs. The company slipped into a loss with PAT of ₹(31) mn versus a ₹6 mn profit in Q2. For 9MFY26, revenue rose 6% to ₹1,507 mn but PAT was ₹(17.9) mn versus ₹(0.6) mn last year. Management announced a 7-year strategic partnership with Kranti Industries effective January 2026, a newly commissioned 5MW solar plant, and an upcoming 8MW solar project in Churu expected within six months. Exports fell 58% Q-Q to ₹10.4 mn due to US tariffs but are expected to recover on EU and US trade deals. Capacity utilization stood at ~56% and is targeted to rise to 65% by FY27.
The sharp Q3 margin compression and return to losses highlight ongoing cost pressures and weak pricing power, which is negative for near-term sentiment. However, the Kranti Industries partnership, solar power projects, and export recovery plans provide a pathway to margin recovery and growth over FY27, offering some medium-term optimism for shareholders.