Q4 2025 Minda Corporation Ltd Earnings Call Transcript
Key Points
- Minda Corp Ltd (BOM:538962) achieved its highest ever quarterly revenue of INR1,321 crores, marking a 9% year-on-year growth.
- The company reported its highest ever EBITDA of INR153 crore with a margin of 11.6% for the quarter.
- Minda Corp Ltd secured lifetime orders exceeding INR8,000 crores, with approximately 25% of new orders coming from electric vehicle platforms.
- The company filed 30 new patents during the year, enhancing its leadership in automotive innovation.
- Minda Corp Ltd's strategic partnership with Flash Electronics is expected to drive accelerated growth, with Flash Electronics achieving a 92% growth in EV product revenue.
- Profit after tax (PAT) for Q4 FY25 was impacted by higher finance costs due to strategic investments, resulting in a PAT margin of 3.9%.
- The commercial vehicle segment experienced a 3.3% decline in production volumes due to infrastructure project delays and monsoon disruptions.
- The company's net debt increased to INR1,250 crores, with a net debt to EBITDA ratio of 1.8 times.
- The sunroof plant's revenue generation has been delayed to FY27, impacting short-term revenue expectations.
- Higher depreciation costs from ongoing capacity expansion and technological upgrades affected profitability.
Ladies and gentlemen, good day and welcome to the Q4 and FY25 results conference call of Minda Corporation Limited, hosted by ICICI Securities Limited.
(Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Ronak Mehta from ICICI Securities. Thank you and over to you, sir.
Thank you, Pooja. Good evening, everyone. On behalf of ICICI Securities, I would like to welcome you all to Q4 FY25 earnings conference call of Minda Corporation Limited.
Today, we have with us from the management team, Mr. Aakash Minda, Executive Director; Mr. Vinod Raheja, Group CFO; Mr. Sameer Sharma, Group Head, Strategy and M&A; and Mr. Nitesh Jain, Lead Investor Relations.
I'll -- I would like to thank the management for giving us this opportunity. I'll now hand over the call to the management for the opening comments, most of which will open the flow for Q&A. Over to you, sir.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
