Unimech Aerospace And Manufacturing Ltd (NSE:UNIMECH)
₹ 1,274.5 -8.3 (-0.65%) Market Cap: 64.87 Bil Enterprise Value: 60.21 Bil PE Ratio: 102.53 PB Ratio: 8.79 GF Score: 20/100

Q3 2026 Unimech Aerospace and Manufacturing Ltd Earnings Call Transcript

Feb 12, 2026 / 05:30 AM GMT
Release Date Price: ₹937 (-8.44%)

Key Points

Positve
  • Unimech Aerospace And Manufacturing Ltd (NSE:UNIMECH) reported a strong order book of INR 210 crore, marking a record quarter intake.
  • The company has entered a strategic joint venture in Saudi Arabia, aligning with Saudi Vision 2030, which is expected to unlock significant growth over the next 3 to 5 years.
  • The reduction in US tariffs from 50% to 18% is expected to improve customer economics and restore confidence in order flows.
  • Unimech Aerospace And Manufacturing Ltd (NSE:UNIMECH) is progressing with the establishment of a Free Trade Warehousing Zone, which will enhance logistics and reduce lead times.
  • The company is diversifying its business by expanding into the energy and semiconductor sectors, which are expected to provide additional growth opportunities.
Negative
  • Q3 FY26 revenues were lower than expected at INR 34 crore, primarily due to a temporary slowdown in order pickup and elevated US tariffs.
  • The company's capacity utilization was around 50%, indicating underutilization of existing resources.
  • There was a sequential decline in revenue from INR 61 crore in Q2 to INR 34 crore in Q3, reflecting deferred customer offtake and seasonal execution delays.
  • Net profits were impacted, standing at INR 2.4 crore for the quarter, due to lower revenue absorption on a largely fixed cost base.
  • The company faces challenges in the bidding process for nuclear orders, with some bids not resulting in successful contracts.


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

UNIG.NS - Unimech Aerospace and Manufacturing Ltd
Q3 2026 Unimech Aerospace and Manufacturing Ltd Earnings Call
Feb 13, 2026 / 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 the Q3 and FY26 earnings conference call of Unimac Aerospace and Manufacturing 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, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now have the conference over to Mr. Prasheel Gandhi from Anandrati Shares and Stock Brokers Limited.

Thank you and over to you, sir.

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