Mayur Uniquoters Ltd
Mayur Uniquoters Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets an average revenue growth of around 15% annually for the next 2 years (2027-2028). Mayur Uniquoters targets an average revenue growth of about 15% annually over the next 2 years (2027-2028), primarily driven by export markets.
From Mayur Uniquoters Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets an average revenue growth of around 15% annually for the next 2 years (2027-2028).
- Growth is expected primarily from the export business, which commands better margins compared to domestic markets.
- Domestic business is also planned to grow between 8% to 10%, with a focus on segments with better profitability.
- Export growth is expected to outpace domestic growth, driven by a strong presence in US and expanding footprints in Europe.
- Volume growth specifics are less emphasized, with more focus on value/revenue growth.
- The company aims to maintain or slightly improve EBITDA margins, targeting margins around the current level (~24-25%).
- Capex plans include expansion in South India (~INR 200 crores) and potential global scale plant (~INR 300 crores), supporting future volume increases.
- The export business run rate (~INR 100 crores quarterly) is expected to increase as growth momentum continues.
Profitability & Margins
See what Mayur Uniquoters Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Mayur Uniquoters is evaluating capex plans for two locations: South (India) and a global location (potentially the U.S.).
- Estimated capex: approximately INR 200 crores for the South plant and INR 300 crores for the global scale plant.
- The South plant expansion involves adding PVC leather production capacity, starting with 500,000 millimeters per month.
- Timeline for plant start-up is about 2 years post final decision.
- No final decision has been made yet on which capex to prioritize; evaluations are ongoing.
- Management is considering setting up a plant outside India to counter potential future tariffs and deglobalization trends.
- Updates will be shared once decisions are finalized.
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Fundraising & Capital Structure
See what Mayur Uniquoters Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company did not explicitly disclose exact figures for current or expected order book during the call.
- For the PU division expansion, management mentioned ongoing discussions but no confirmed orders yet; no definitive ramp-up timeline provided.
- The company expects steady growth in export order inflow, particularly from US and European markets, with new business development underway through the subsidiary in Europe.
- They highlighted a 15% average annual value growth expectation over the next 2 years, implying broad order growth.
- Management is cautiously evaluating future capex plans (INR 200-300 crores) linked to order visibility.
- Due to market uncertainties like tariffs and competition, the company refrains from projecting exact order backlog figures until confirmed.
Mayur Uniquoters Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Mayur Uniquoters Ltd Q3 FY26 results?
The company targets an average revenue growth of around 15% annually for the next 2 years (2027-2028). Mayur Uniquoters targets an average revenue growth of about 15% annually over the next 2 years (2027-2028), primarily driven by export markets.
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?
Mayur Uniquoters is evaluating capex plans for two locations: South (India) and a global location (potentially the U.S.).
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.