Mayur Uniquoters Ltd
Mayur Uniquoters Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #68 of 84 in Consumer Durables
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The short version
Export business expected to grow faster than domestic, with export growth around 15% or more and domestic growth between 8% to 10%. Management expects profitability to grow by approximately 20% year-on-year in the second half of FY '26.
From Mayur Uniquoters Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Export business expected to grow faster than domestic, with export growth around 15% or more and domestic growth between 8% to 10%. (Page 8)
- Export volume growth in H1 was about 12.5% year-on-year and 14% quarter-to-quarter; value growth for exports was 25% quarter-to-quarter. (Page 13)
- New models and additional business with customers like Ford and Stellantis indicate rising export volumes. (Page 8)
- Export run rate expected to increase steadily, with exports constituting an increasing share of total sales. (Page 5)
- Capacity expansion planned in South India to support expected demand growth. (Pages 8 and 14)
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Profitability & Margins
See what Mayur Uniquoters Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has a significant capex plan for Mexico, but the decision is currently on hold due to strategic reasons and market uncertainties; a final decision is expected by next March.
- Despite holding off on the Mexico plant, Mayur Uniquoters plans to add at least one new production line in India, likely in South India, to increase capacity.
- The South India plant is in the planning stage with no definitive timeline yet; capacity is expected to add around INR 4-5 lakhs per month.
- The rationale for the South India facility includes proximity to key footwear and automotive customers.
2 more points from Mayur Uniquoters Ltd's call on capex
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Top-ranked in Consumer Durables
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The current utilization of the PU (Polyurethane) line is between 23% to 25%.
- The management is actively engaging with customers who are waiting for orders, showing optimism for order inflows.
- Export orders from the U.S.A. and OEM supplies have improved significantly, contributing positively to the top and bottom lines.
- Increased momentum in exports is expected to continue over the next 2-3 years.
- Discussions and plans for capacity expansion in South India are underway, indicating expected growth in orders.
2 more points from Mayur Uniquoters Ltd's call on order book
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Mayur Uniquoters Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹261 Cr, net profit ₹61 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Mayur Uniquoters's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Consumer Durables
on management's own guidance
- Strong growth2
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Mayur Uniquoters Ltd Q2 FY26 results?
Export business expected to grow faster than domestic, with export growth around 15% or more and domestic growth between 8% to 10%. Management expects profitability to grow by approximately 20% year-on-year in the second half of FY '26.
What is Mayur Uniquoters Ltd share price analysis?
Mayur Uniquoters Ltd currently shows a neutral. The stock trades at a P/E of 16.1 with a market cap of ₹3,341 Cr. Investors should review the full earnings analysis for detailed insights.
Is Mayur Uniquoters Ltd planning capital expenditure?
The company has a significant capex plan for Mexico, but the decision is currently on hold due to strategic reasons and market uncertainties; a final decision is expected by next March.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.