Unimech Aerospace And Manufacturing Ltd (NSE:UNIMECH)

Q2 2026 Unimech Aerospace and Manufacturing Ltd Earnings Call Transcript

Nov 12, 2025 / 05:30 AM GMT

Release Date Price: ₹985 (-1.78%)

Transcript

Key Points

Positve

Unimech Aerospace And Manufacturing Ltd (NSE:UNIMECH) reported a better-than-expected performance in Q2 FY26 despite facing challenges from US export tariffs.
The company is strategically investing in expanding capacity through new facilities and strengthening its order book, aligning with the growth in the global aerospace market.
India is emerging as a key hub in the global aerospace manufacturing value chain, providing significant opportunities for Unimech Aerospace And Manufacturing Ltd (NSE:UNIMECH).
The company secured a significant order win for road support equipment under the LE engine program, marking one of the largest orders in recent times.
Unimech Aerospace And Manufacturing Ltd (NSE:UNIMECH) is actively evaluating acquisition opportunities and joint ventures to align with its long-term growth agenda.

Negative

The company is facing headwinds from US export tariffs, which have led to a slowdown in order pickups from US customers.
Gross margins have slightly decreased due to higher costs of goods sold and increased employee costs related to capacity investments.
The company has revised its revenue growth guidance, indicating that achieving the earlier target of 40% growth for FY26 is not practical.
Capacity utilization remains low at 55% due to the focus on first article inspections and qualification orders, impacting overall efficiency.
The geopolitical challenges and tariff implications have resulted in a shift in customer operating models, leading to longer lead times for order confirmations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UNIG.NS - Unimech Aerospace and Manufacturing Ltd
Q2 2026 Unimech Aerospace and Manufacturing Ltd Earnings Call
Nov 13, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Unimic Aerospace and Manufacturing Limited Q2F526 earnings call hosted by Ananrati Share and Stockbrokers Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchstone phone.

Please note that this conference is being recorded. I now have the conference over to Mr. Manish Waliha.

Thank you and over to you.

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Unidentified_2

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