Unimech Aerospace and Manufacturing Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹34Cr
- −37% YoY
- Net profit
- ₹2Cr
- −87.5% YoY
- Margin
- 4.6%
- −24.4 pp YoY
The short version
FY 2026 Q4 expected to show recovery with deeper order pickup towards the end of the quarter. The company expects a recovery in Q4 FY 2026 with improved order inflows and gradual normalization of revenues.
From Unimech Aerospace and Manufacturing Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY 2026 Q4 expected to show recovery with deeper order pickup towards the end of the quarter.
- Targeting to surpass last year’s revenue of Rs. 240 crores in Q4 FY 2026.
- Order book stands strong at Rs. 210 crores, highest in company history, supporting higher revenue.
- Medium-term outlook expects structurally higher growth and improved financial performance in FY 2027.
- Capacity utilization currently around 50-60%, with aim to improve asset turns to over 3 times from 1.4 currently.
- Strategic JV in Saudi Arabia targets $30 million revenue by year five with a 35% EBITDA margin.
- Export business expected to remain predominant with approx. 80% export and 20% domestic mix in three years.
2 more points from Unimech Aerospace and Manufacturing Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Current CAPEX includes approximately Rs. 40-50 crores additional investment planned to enhance existing gross block and achieve asset turns of over 3 times (Page 16).
- Total fixed asset investment to date is around Rs. 210 crores, with capacity utilization targeting 70-80% as demand improves (Page 16).
- Free Trade Warehouse (FTWZ) facility is nearing operational readiness by Q4 FY 2026, expected to enhance deliveries and revenue realization (Pages 8,14).
- $30 million strategic JV in Saudi Arabia with Yusuf Bin Ahmed Kanoo is underway, targeting operational readiness by year three and $30 million revenue by year five with strong margins (Pages 7-9).
2 more points from Unimech Aerospace and Manufacturing Ltd's call on capex
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Fundraising & Capital Structure
See what Unimech Aerospace and Manufacturing Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at Rs. 210 crores (Page 12, 13).
- This includes Rs. 68 crores from the nuclear segment and approximately Rs. 130-135 crores from tooling business; remaining from precision components (Page 13).
- There was an aspirational target to reach Rs. 300+ crores order book in FY 2026; however, due to tariff-related challenges during the year, this is currently unlikely to be met (Page 12).
- The company continues to see a healthy pipeline and order intake, with a strong Rs. 200 crores order book and ongoing bid activity, especially in nuclear and tooling segments (Page 12, 13).
- Recent order inflows have improved with tariff reductions and better customer sentiment (Page 19).
2 more points from Unimech Aerospace and Manufacturing Ltd's call on order book
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Unimech Aerospace and Manufacturing Ltd — Quarterly revenue & net profit
Unimech Aerospace and Manufacturing Ltd Q3 FY26 results — key figures
| ₹ Cr | Q3 FY26 | Q3 FY25 | YoY | Q2 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 34 | 54 | -37% | 62 | -45.2% |
| Operating profit (EBITDA) | 2 | 16 | -87.5% | 19 | -89.5% |
| Operating margin | 4.6% | 29% | -24.4 pp | 30% | -25.4 pp |
| Profit before tax | 4 | 19 | -78.9% | 21 | -81% |
| Net profit (PAT) | 2 | 16 | -87.5% | 16 | -87.5% |
| EPS (₹) | 0.47 | 3.06 | -84.6% | 3.08 | -84.7% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹123 Cr, net profit ₹32 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Unimech Aerospace and Manufacturing's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
Earlier calls (2)
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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 Unimech Aerospace and Manufacturing Ltd Q3 FY26 results?
FY 2026 Q4 expected to show recovery with deeper order pickup towards the end of the quarter. The company expects a recovery in Q4 FY 2026 with improved order inflows and gradual normalization of revenues.
What is Unimech Aerospace and Manufacturing Ltd share price analysis?
Unimech Aerospace and Manufacturing Ltd currently shows a neutral. The stock trades at a P/E of 95.0 with a market cap of ₹6,845 Cr. Investors should review the full earnings analysis for detailed insights.
Is Unimech Aerospace and Manufacturing Ltd planning capital expenditure?
Current CAPEX includes approximately Rs. 40-50 crores additional investment planned to enhance existing gross block and achieve asset turns of over 3 times (Page 16).
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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.