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CA ATIN AGRRAWAL

26th Nov · SEBI-Registered Analyst

UNOMINDA

UNOMINDA
52-week range: ~ ₹768.10 (low) to ~ ₹1,381.95 (high). Market cap (as per the 24 Nov data) stands around ₹74,787 crore. Over past few years: The stock has delivered multibagger returns. From its 2013 price of ₹4.50, it has appreciated significantly (despite splits), as the company grew strongly. Valuation is rich compared to sector: The company currently trades at a high P/E (and also elevated P/B). Cyclical auto sector dependence: As with all auto-ancillary firms, demand depends heavily on overall auto industry performance — a slowdown in vehicle sales or industry cycle downturn may impact order inflows and utilization. Raw-material costs & margin pressure: For auto-components, cost of inputs (metals, electronics) can fluctuate — this could squeeze margins, especially if price hikes cannot be passed to OEMs. Execution & competition: As Uno Minda pushes into premium/E-vehicle components — execution risk (capacity expansion, quality, timing) and competitive pressures (global & domestic suppliers) may affect returns.

#WatchOutFor#Budget2025#FundamentalViews#Post-ClosingCommentary#HiddenGems
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