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SAURABH SAHU

16th May Β· SEBI-Registered Analyst

πŸš— Uno Minda DELIVERS STRONG FY26 PERFORMANCE WITH DOUBLE-DIGIT GROWTH πŸ“ˆπŸ”₯

Uno Minda reported a solid financial and operational performance for FY2025-26, driven by strong growth in the automotive sector, rising EV adoption, and major strategic order wins across infotainment, lighting, seating, and EV powertrain businesses. πŸ“Š Q4 FY26 Highlights * **Revenue** jumped **18% YoY** to **β‚Ή5,336 Cr** * **EBITDA** rose **14% YoY** to **β‚Ή603 Cr** * **PAT** surged **22% YoY** to **β‚Ή326 Cr** * **EBITDA Margin** stood at **11.3%** * **PAT Margin** improved to **5.4%** πŸ“… Full-Year FY26 Performance * **Consolidated Revenue** grew **17% YoY** to **β‚Ή19,589 Cr** * **Group Revenue** crossed **β‚Ή25,203 Cr** * **EBITDA** increased to **β‚Ή2,182 Cr** * **PAT** climbed **24% YoY** to **β‚Ή1,166 Cr** * Board recommended a **β‚Ή1.75/share final dividend** πŸ’° πŸš€ Major Growth Drivers & Strategic Wins βœ… Large **Android-based infotainment platform** order worth peak annual value of **β‚Ή600 Cr** βœ… Massive **2W lighting order** with annual peak value of **β‚Ή450 Cr** βœ… New export wins in the **seating business** worth nearly **β‚Ή390 Cr** βœ… Record growth in: * 2W Switches * 2W Lighting * Export-led businesses ⚑ Big EV Expansion Announcement The company announced a new greenfield EV powertrain manufacturing facility in **Chhatrapati Sambhajinagar, Maharashtra** with planned investment of **β‚Ή550 Cr**. The plant will manufacture: * Electric Drive Units (EDU) * Dedicated Hybrid Transmission (DHT) systems πŸ“ Expected production start: **Q2 FY28** πŸ” FY26 Revenue Mix * Switches – 25% * Lighting – 22% * Castings – 19% * Green Mobility – 7% * Seating – 7% * Others – 20% 🌍 Industry Outlook India’s auto sector remained strong during FY26: * 2W production grew **21% YoY** * Passenger Vehicles grew **11% YoY** * EV adoption continued accelerating across 2W & PV segments ⚑ However, the company highlighted risks from: * Rising crude oil prices * Commodity inflation * Higher aluminium & resin costs * USD/INR crossing 95.50 impacting imports

UNOMINDA

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