UNO Minda Limited Earnings Summary — Q4 FY2026

• Revenue grew 17.8% YoY to ₹5,336 Cr, driven by increasing content per vehicle and premiumization trends.
• Net Profit surged 21.8% YoY to ₹352 Cr, outperforming revenue growth due to effective tax management (19% vs 25% YoY).
• Operating margins remained resilient at 11%, demonstrating strong cost pass-through abilities despite commodity volatility.
• The company continues its aggressive expansion with fixed assets growing to ₹5,665 Cr in Mar 2026.
• EV component traction remains a core growth driver, with the company pivoting to become a system supplier.
• Cash flow generation improved, with CFO reaching ₹1,720 Cr for the full fiscal year.
• Interest expenses rose to ₹45 Cr for the quarter, reflecting higher borrowing levels to fund ambitious CAPEX plans.

Management is focused on maintaining its 'System Supplier' status and increasing global identity under the 'Uno Minda' brand. Guidance emphasizes content-per-vehicle growth, particularly in the EV segment, and navigating BS6 transitions.

Improving

Quarterly performance shows accelerating revenue and profit momentum, with the company successfully managing scale and maintaining high RoE reaching 19%.

The outlook remains robust as the company benefits from automotive premiumization and electrification. Strategic focus on alloy wheels, lighting, and EV powertrains positions them to outpace industry growth rates.