Uno Minda Limited (532539) Earnings Call Transcripts

Uno Minda Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Uno Minda Limited reported a strong performance with consolidated revenues of INR 5,336 crores, reflecting an 18% year-on-year growth. The profit after tax attributable to shareholders surged by 32% to INR 326 crores. Management maintained a positive outlook for FY '27, anticipating continued growth driven by robust demand in the automotive sector and planned capital expenditures of approximately INR 1,750 crores.

Reported metrics

Guidance from management

Management expects to maintain an annual EBITDA margin of around 11% plus/minus 50 basis points for FY '27, despite ongoing challenges from new plant start-up costs and commodity price pressures.

What management said

Thanks, Nishit. So market share across segments, as you would have seen, we have gained our market share across all the business, be it switch, 2-wheeler, 4-wheeler, lighting, alloy wheels across the board, we have seen market share gains. We can share with you offline in terms of exact numbers. In terms of capacity for 4-wheeler alloy wheel and 2-wheeler wheel. For 2-wheeler alloy wheel, it is going to be roughly ar...

So Neil, if that's the only question, I'm assuming. This is only an enabling resolution we take every year. Even last year, we have done it. And this is a mix of all the instruments. It is not necessarily equity. It also covers NCDs and some other borrowings. This is primarily to get in principle approval from our shareholders. But if there is a specific fund rate plan, we will definitely have a separate communicatio...

What analysts pressed on

Analysts expressed concerns regarding the impact of rising labor costs and commodity price volatility on margins. There were questions about the visibility of order books for new facilities and the execution capabilities given the scale of upcoming capital expenditures.

Main topics on the call

• Revenue Growth — Uno Minda achieved consolidated revenues of INR 5,336 crores in Q4 FY '26, marking an 18% increase year-on-year. Management stated, "We have continued to scale new heights, once again surpassing our previous peaks to ach...
• Profitability Improvement — The profit after tax for Q4 FY '26 rose by 32% to INR 326 crores, up from INR 266 crores in the previous year. This growth reflects strong operational performance and disciplined execution, as highlighted by management.
• Capital Expenditure Plans — For FY '27, Uno Minda plans to invest approximately INR 1,750 crores in capital expenditures, which includes INR 1,100 crores for growth initiatives. Management emphasized that "FY '27 is expected to be a defining year f...
• Market Position and Growth Drivers — The automotive industry in India is projected to sustain growth momentum, with Uno Minda positioned to benefit from this trend. The company noted a structural shift towards higher value vehicles, particularly in the SUV ...

Read the full Uno Minda Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 28 Uno Minda Limited earnings call transcripts on record, spanning February 6, 2020 to August 4, 2026. Based on this history, Uno Minda Limited reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

532539

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

28

First call

February 6, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly