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Prameela Balakkala

17th May · SEBI-Registered Analyst

UNOMINDA
📰 Key Highlights Net Profit: ₹3.3B vs ₹2.66B YoY → +24% growth Revenue: ₹53.4B vs ₹45.3B YoY → +18% growth EBITDA: ₹6B vs ₹5.26B YoY → +14% growth EBITDA Margin: 11.30% vs 11.63% YoY → slight contraction (~33 bps) 🔎 Fundamentals Strong revenue growth driven by auto component demand across OEMs. Profit growth supported by volume expansion and cost efficiencies. Margins largely stable despite raw material cost pressures. 🚗 Business Focus Expanding product portfolio in lighting, switches, seating, and alloy wheels. Strengthening presence in EV components and smart mobility solutions. Focus on innovation and R&D to cater to global OEMs. ⚠️ Risks Raw material price volatility (steel, plastics, electronics). Dependence on automobile demand cycles. Competition from global auto component suppliers. 📈 Outlook Strong demand from passenger and commercial vehicle segments. EV component expansion provides long-term growth visibility. UNO Minda positioning itself as a leading auto component manufacturer with global ambitions.

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