Investor Presentation-Q4 & FY 2025-26
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Universal Autofoundry reported Q4FY26 revenue of ₹594 million, up 15% year-on-year and 21% sequentially, with FY26 revenue at ₹2,101 million (9% Y-Y growth). The company returned to profitability in Q4 with PAT of ₹24 million after posting losses in Q3, though FY26 overall recorded a net loss of ₹33 million. EBITDA margin stood at 5.4% in Q4, recovering from Q3 but remaining below normalized potential due to raw material cost pressures. Capacity utilization was 54% in FY26, below optimal levels, with significant operating leverage upside as volumes ramp up. The company commissioned a 5MW solar power plant in FY26 and is close to commissioning an additional 6.5MW solar project (upgradable to 8MW) in H1FY27 to reduce power costs. Exports showed strong traction in Q4 and could become a meaningful growth lever.
The company is still loss-making on a full-year basis but showing sequential recovery in Q4. Management's focus on solar power plants and operational efficiency should support margin improvement in FY27, though investors should monitor raw material cost pressures and the ramp-up of the new ferrous line.