UNOMINDANSEUNO Minda LimitedMediumNeutral
Announced Sat, 16 May · 20:34 IST

UNO Minda Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedMgmt Guided Margin PressureInvestor 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
timing
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 revenue of Rs 5,336 Cr (up 18% YoY) and EBITDA of Rs 603 Cr (up 14% YoY). Full-year FY26 revenue reached Rs 19,589 Cr (up 17%) and PAT at Rs 1,166 Cr (up 24%). EBITDA margin compressed by 3 bps annually to 11.1%, though the company won multiple large orders: a ~Rs 600 Cr Android-based IVI platform (SOP Q3FY29), a ~Rs 390 Cr seating export order, and a ~Rs 450 Cr 2W lamps order (SOP H2FY28). Management announced a second PV EV powertrain plant in Chhatrapati Sambhajinagar (Rs 550 Cr investment, SOP Q2FY28), adding to the existing Khed facility. Total announced capex across all projects stands at Rs 3,670 Cr. A final dividend of Rs 1.75/share was recommended.

Likely market impact

Strong revenue and PAT growth underscores Uno Minda's growing wallet share with OEMs, but the EBITDA margin decline raises questions about whether scale benefits can offset rising commodity costs (aluminium at new highs) and rupee weakness.