India · Delayed Price · Currency is INR Uno Minda Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw record revenues and robust growth across all major segments, with strong export momentum and strategic capacity expansions. Profitability improved, and the company remains optimistic about sustained demand, premiumization, and technology-led growth.
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Q2 FY2026 saw record revenues and profitability, with 13.4% YoY growth and strong export momentum. Core segments like switches, lighting, and casting delivered double-digit growth, while margins remained robust despite startup costs. Positive outlook continues for H2 FY2026.
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Revenue grew 16% year-over-year to INR 4,420 crore, with strong performance across switches, lighting, castings, and emerging EV segments. EBITDA margin held at 10.7%, and net profit rose 21%. Ongoing capacity expansions and localization initiatives support a positive outlook.
Fiscal Year 2025
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Q4 FY25 revenue grew 19% YoY to INR 4,528 crore, with full-year revenue up 20% to INR 16,775 crore and PAT at INR 943 crore. Strong growth was seen across switches, lighting, casting, and sunrise businesses, with continued investment in EV and capacity expansion.
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Q3 and nine months FY 2025 saw robust revenue and profit growth, driven by strong domestic demand, capacity expansions, and innovation in EV and electronics. Margins remained stable despite higher startup costs, while exports and European business faced headwinds.
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Q2 FY25 saw record revenues and robust growth across key segments, with EBITDA up 20% and margins improving. Capacity expansions, new plant commissions, and strong EV momentum support a positive outlook, though international sales and new business profitability face headwinds.
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Q1 FY25 saw 23% revenue and 24% EBITDA growth, with strong performance across key segments and robust order wins in EV and sunroof businesses. Margin guidance is maintained, capex is on track, and the company targets 1.5x industry growth over the medium term.