Mayur Uniquoters Ltd
Mayur Uniquoters Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Domestic sales growth expected at 8%-10% CAGR for next 2-3 years. - Export sales targeted to grow at 15%-20% CAGR, with potential upside to 20%-25%, depending on new customer wins and platform approvals. - Export volume growth is around 15%; domestic volume growth is lower, around 2%-5%. - Overall blended revenue growth expected at ~10% CAGR. - Export currently accounts for about 40%-45% of revenue and likely to increase further. - Capacity expansion underway; new coating line ordered to increase capacity by approximately 5 lakh meters monthly, potentially adding INR 120-150 Cr. Mayur Uniquoters expects to maintain a growth trajectory similar to past guidance over the next 2-3 years, barring significant external challenges.
From Mayur Uniquoters Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Domestic sales growth expected at 8%-10% CAGR for next 2-3 years.
- Export sales targeted to grow at 15%-20% CAGR, with potential upside to 20%-25%, depending on new customer wins and platform approvals.
- Export volume growth is around 15%; domestic volume growth is lower, around 2%-5%.
- Overall blended revenue growth expected at ~10% CAGR.
- Export currently accounts for about 40%-45% of revenue and likely to increase further.
- Capacity expansion underway; new coating line ordered to increase capacity by approximately 5 lakh meters monthly, potentially adding INR 120-150 Cr. revenue.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Mayur Uniquoters Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Mayur Uniquoters has ordered one new coating line to increase capacity at an existing facility in India instead of a new plant in South India. This will add approximately 5 lakh meters monthly capacity, translating to INR 120-150 crore in revenue. The investment for this expansion will be around INR 50 crore and is expected to be completed by the end of the calendar year, with a possible 1-month variance.
- The company is evaluating a global location for a new plant, which could be in Mexico or another country. The capital expenditure for this global facility is estimated to be around INR 300 crore.
- Total CAPEX for the next two years is expected between INR 300 crore (global location) and INR 50 crore (existing Indian facility line expansion).
- Management will update once the global location decision is 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
- Mayur Uniquoters is experiencing good order momentum, especially in the automotive export segment, with increased platforms from existing customers like Ford.
- The company is targeting multiple new customers and platforms domestically and internationally, with ongoing discussions but no fixed timeline for new orders.
- Export business growth is expected to remain strong, supported by new platforms and segments such as marine and furnishing in Europe and the USA.
- There was a temporary impact on general export orders due to external factors (war situation, US tariffs), but these are not expected to continue.
2 more points management made on order book & pipeline
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 Q4 FY26 results?
Domestic sales growth expected at 8%-10% CAGR for next 2-3 years. - Export sales targeted to grow at 15%-20% CAGR, with potential upside to 20%-25%, depending on new customer wins and platform approvals. - Export volume growth is around 15%; domestic volume growth is lower, around 2%-5%. - Overall blended revenue growth expected at ~10% CAGR. - Export currently accounts for about 40%-45% of revenue and likely to increase further. - Capacity expansion underway; new coating line ordered to increase capacity by approximately 5 lakh meters monthly, potentially adding INR 120-150 Cr. Mayur Uniquoters expects to maintain a growth trajectory similar to past guidance over the next 2-3 years, barring significant external challenges.
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 has ordered one new coating line to increase capacity at an existing facility in India instead of a new plant in South India.
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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.