Uno Minda (532539) Q4 25/26 earnings summary

Executive summary

• Achieved record quarterly and annual revenues and profitability, driven by robust domestic and export demand, new product launches, and increased market share with underpenetrated OEMs.

• Expanded EV powertrain manufacturing with a new greenfield plant and secured large orders in infotainment, lamps, and seating segments.

• Recognized for excellence in corporate governance, innovation, and workplace culture.

• Audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, were approved with unmodified audit opinions.

• Board approved further investments in EV and powertrain subsidiaries, and authorized fund raising up to Rs. 2,500 crores.

Financial highlights

• Q4 FY26 consolidated revenues: INR 5,336 crore, up 18% YoY; EBITDA: INR 603 crore, up 14% with 11.3% margin; PAT: INR 326 crore, up 22% YoY.

• FY26 consolidated revenues: INR 19,589 crore, up 17% YoY; normalized EBITDA: INR 2,182 crore, up 16%; PAT: INR 1,166 crore, up 24% YoY.

• Group revenues (including JVs/associates) up 17% YoY to Rs 25,203 crore in FY26.

• Final dividend of Rs 1.75 per share recommended, bringing total FY26 dividend to Rs 2.65 per share.

• Basic EPS (consolidated) for FY26 was Rs. 20.78, compared to Rs. 16.42 in FY25.

Outlook and guidance

• FY27 expected to sustain growth momentum, with annual EBITDA margin guidance of 11% ±50 bps.

• Planned FY27 CapEx: INR 1,750 crore, focused on capacity expansion and technology upgrades.

• Continued focus on EV and hybrid product expansion, with new plants and product launches planned.

• Board seeks shareholder approval to raise up to Rs. 2,500 crores for growth and long-term funding needs.

• Seven of 11 ongoing projects to commence or ramp up production in FY27, including EV powertrain and sunroof segments.