Q4 2026 UNO Minda Ltd Earnings Call Transcript
Key Points
- UNO Minda Ltd (BOM:532539) reported its highest ever quarterly revenues and profitability, with consolidated revenues from operations for the quarter at INR5,336 crore, representing an 18% year-on-year growth.
- The company achieved a robust 14% year-on-year growth in EBITDA, reaching INR603 crore, with a healthy EBITDA margin of 11.3%.
- UNO Minda Ltd (BOM:532539) saw a 26% revenue surge in its switch system business, driven by capacity expansion and increased focus on vehicle safety.
- The Green Mobility segment achieved a 25% year-on-year revenue growth, contributing 8% to the company's total consolidated revenues, highlighting strong adoption trends in electric mobility systems.
- The company has secured significant new orders, including a major order for two-wheeler lighting products with an annual peak value of approximately INR450 crore, expected to enhance its market position.
- The company faces challenges from geopolitical uncertainties and commodity price volatility, which could impact future performance.
- There is a potential impact on margins due to rising input costs, including a significant increase in labor costs in regions like Haryana and Gujarat.
- UNO Minda Ltd (BOM:532539) is experiencing near-term moderation in alloy wheel penetration due to shifts in customer vehicle mix and preferences.
- The company is undertaking significant capital expenditure, with INR1,750 crore planned for FY27, which could strain resources and execution capabilities.
- Despite strong performance, the company acknowledges potential pressures on margins due to start-up costs associated with new plants and ongoing cost challenges.
Ladies and gentlemen, good day, and welcome to Uno Minda Limited's Q4 and FY26 Earnings Conference Call. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Sunil Bohra, Group Chief Financial Officer; for his opening remarks. Thank you, and over to you, sir.
Thanks, Michelle. Good morning, everyone, and a warm welcome to all the participants. On the earnings call today, I'm joined by my colleague, Ankur Modi. We have uploaded our financial results and investor presentation for Q4 FY26 and FY26 on the stock exchanges and our company's website. We hope everybody had an opportunity to go through the same.
I will begin with a
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