UNOMINDANSEUNO Minda LimitedMediumNeutral
Announced Fri, 22 May · 16:10 IST

UNO Minda Limited has informed the Exchange about Transcript of the earnings call held on May 18, 2026.

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

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AI summary

UNO Minda reported its highest ever quarterly revenues and profitability for Q4 FY26, with consolidated revenues of INR 5,336 crores (+18% YoY) and EBITDA of INR 603 crores (+14% YoY), maintaining EBITDA margins at 11.3%. For the full year FY26, revenue stood at INR 19,589 crores (+17% YoY), normalized EBITDA at INR 2,182 crores (11.1% margin), and normalized PAT at INR 1,166 crores (+24% YoY). Key segment revenues for FY26: Switches INR 4,871 crores, Lighting INR 4,402 crores, Casting INR 3,694 crores, Seating INR 1,416 crores, and Green Mobility INR 1,405 crores. The company announced a new greenfield EV powertrain facility in Maharashtra (INR 550 crores) for 4-wheeler EV components (EDU and hybrid transmission), adding to the existing Khed facility. Several large new orders were disclosed: 2-wheeler lighting INR 450 crores (SOP FY28), infotainment INR 600 crores (SOP FY29), CV seating exports INR 390 crores (FY28), and sunroof additional INR 85 crores (total sunroof order book over INR 350 crores). Commodity price inflation and labor cost increases (35% in Haryana) are creating near-term cost pressures. Management guided FY27 EBITDA margin of ~11% ±50 bps with planned capex of INR 1,750 crores.

Likely market impact

Strong execution with robust order wins across EV, infotainment, and seating provides multi-year revenue visibility, but near-term margin pressure from commodity inflation and labor costs remains a concern. The large new orders and new EV plant signal continued aggressive growth investments.