UNOMINDABSEUNO Minda Ltd-$MediumNeutral
Announced Sat, 16 May · 20:26 IST

Investor presentation for Q4 FY 25-26.

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

UNOMINDA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.2%1-day move
₹1130.90
prior close
₹1122.60
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.6+2.2+2.2+3.2-7.2-7.2-4.4-3.5-0.9-0.1-3.5-2.8+1.9
Up moveDown movePending
AI summary

UNO Minda reported strong Q4 FY26 results with consolidated revenues of Rs 5,336 Cr (up 18% YoY) and PAT of Rs 326 Cr (up 22% YoY). EBITDA margin contracted to 11.3% from 11.6% due to rising commodity prices (aluminium hit new highs) and USD/INR crossing 95.50 making imports costlier. The company announced multiple large orders: Rs 600 Cr Android-based Infotainment (SOP Q3FY29), Rs 450 Cr 2W Lamps order (SOP H2FY28), and Rs 390 Cr export order for Seating. A new PV EV powertrain plant in Chhatrapati Sambhajinagar (CSN) with Rs 550 Cr investment (SOP Q2FY28) was announced. FY26 full-year revenues stood at Rs 19,589 Cr with PAT of Rs 1,166 Cr. Final dividend of Rs 1.75 per share recommended.

Likely market impact

The company demonstrates robust order inflows totaling over Rs 1,400 Cr annual peak value across key segments, with EV transition investments on track. Margin pressure from commodities is a concern but offset by strong volume growth and new business wins. The dividend provides immediate shareholder return.