UNO Minda Limited
BSE: 532539 | NSE: UNOMINDA
Sector: Automobile | Industry: Auto Component
01
ABOUT COMPANY
UNO Minda Limited (hereinafter as “Uno Minda“ or “The Company”) was incorporated on 16 September, 1992. They started their journey in late 1950s. The promoters of the company is Minda family.
Uno Minda is one of the leading technology suppliers of auto parts in the world. The company offers products such as Switch, Lighting, Seating, Alloy wheel, Casting, Sensor, Controller, Acoustic, ADAS and Others. Since 1958, they are well diversified in terms of their products. They caters to OEMs and aftermarket. A significant amount of total revenue comes from OEMs (for example in FY25, it was 90% of the total revenue). In OEMs, they serve to the manufacturers of two-wheelers, three-wheelers, passenger vehicles, commercial vehicles, and off-road vehicles. Pan India, they caters their products in aftermarket.
| Particulars | FY25 |
|---|---|
| Enterprise Value (₹ Crore) | 53,656 |
| EV/EBITDA | 29 |
| P/E | 54 |
| Revenue Growth % YoY | 19.6% |
| Gross Margin | 35.2% |
| EBITDA Margin | 11.2% |
| Net Margin | 6.1% |
Overview
| Location | Number of plants | Number of offices | Total |
| National | 41 | 5 | 46 |
| International | 0 | 2 | 2 |
| Markets Served | Number |
| National (No. of States/Union Territories) | 36 |
| International (No. of Countries) | 40 |
| Category | Details / Count | Coverage / Scope |
| Business Partners | 1,600+ | Spread across over 500 cities |
| Retailers | 55,000+ | Pan-India retail penetration |
| Workshops Served | 1,50,000+ | Providing a wide range of replacement parts |
| Service Points | 75,000+ | Ensuring widespread accessibility for customers |
| Export Regions | 6 | Includes SAARC, ASEAN, EU, LATAM, MENA, and Africa |
| Product Portfolio | 6,500+ SKUs | Includes switches, lighting, batteries, horns, and filters |
India
|
International
|
02
Earning Calls Summary
Q1 FY 2027
Q1 Revenue Hits Record ₹5,557 Cr; PAT Up 24% Despite Margin Drag
Management opened noting the global economy is navigating a complex landscape with two powerful forces pulling in opposite directions: Middle East conflict disrupting energy markets, and an extraordinary positive technology wave driven by AI and digital transformation. India enters FY27 with strong foundational momentum at 7.7% GDP growth in FY26.
Q1 FY27 REVENUE GROWTH
26% YoY to ₹5,557 crores (highest ever)
GREEN MOBILITY SEGMENT GROWTH
78% YoY to ₹542 crores
EXPORTS FROM INDIA
₹228 crores (vs ₹141 crores in Q1 FY26, up ~62%)
Key Takeaway: Q1 FY27 consolidated revenue grew 26% YoY to ₹5,557 crores (highest ever quarterly) with EBITDA of ₹572 crores (10.3% margin). PAT grew 24% YoY to ₹296 crores. The green mobility segment grew 78% YoY to ₹542 crores, while the company announced a ₹320 crore seating capex and secured a new OEM customer for 4W lighting.
Concall Notes
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