Latest: Unimech Aerospace and Manufacturing Ltd Q2 FY27 results →All Q4 FY26 results →

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Unimech Aerospace and Manufacturing Ltd

Q4 FY26

Unimech Aerospace and Manufacturing Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹1,491

Market cap₹6.8K Cr

P/E95.0

Updated23 Aug 2026

Read5 min read

The short version

FY27 is expected to deliver meaningful growth over FY26 with continued normalization and recovery in aerospace tooling demand. FY27 expected to show meaningful growth in revenue and operations, surpassing Q4 FY26 quarterly revenue. - Strategic investments and acquisitions (e.g., Hobel Bellows) to start contributing visibly to operational and financial outcomes. - EBITDA margins expected to remain healthy and improve over FY26 levels (~31% in FY26). - Margins may be moderated due to consolidation of new ventures (e.g., Kanoo JV) but overall margin profile to remain stable. - PAT for FY26 was Rs.

From Unimech Aerospace and Manufacturing Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

FY27 is expected to deliver meaningful growth over FY26 with continued normalization and recovery in aerospace tooling demand.
Q1 FY27 revenue is targeted to surpass Q4 FY26 revenue.
Growth driven by ramp-up in precision component opportunities across semiconductor and aerospace, plus execution of nuclear-related orders, especially in H2.
Hobel Bellows acquisition expected to contribute significantly to revenue starting Q1 FY27 onwards.
Order book doubled to approx. Rs. 314 crores (including Hobel), indicating strong demand pipeline.
Qualification activities for new SKUs (target to double first articles from ~200 last year) will progressively translate into production orders.
Kanoo JV in Saudi expected to add revenue toward end of FY27 or early FY28.

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Profitability & Margins

FY27 expected to show meaningful growth in revenue and operations, surpassing Q4 FY26 quarterly revenue.
Strategic investments and acquisitions (e.g., Hobel Bellows) to start contributing visibly to operational and financial outcomes.
EBITDA margins expected to remain healthy and improve over FY26 levels (~31% in FY26).
Margins may be moderated due to consolidation of new ventures (e.g., Kanoo JV) but overall margin profile to remain stable.
PAT for FY26 was Rs. 63 crore; profitability recovered strongly in Q4, signaling resilience of operating model.
Long-term focus on building a precision engineering platform, expanding high-margin aerospace, nuclear, semiconductor sectors.

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Capital Expenditure Plans

Kanoo JV in Saudi Arabia: Planned overall CAPEX of $30 million, with Unimech holding 51% share; mainly for CAPEX and infrastructure buildup within the first three years. (Page 16)
Saudi Joint Venture CAPEX: Significant CAPEX addition expected during FY27 as the Saudi JV (Kanoo JV) gets operationalized. (Pages 7, 6)
Hobel Bellows Acquisition: Completed in April 2026; a strategic, capability-rich, and EPS accretive acquisition aligning with long-term platform building strategy. (Page 8)

- **No major core business CAPEX**: No significant mission or facility additions planned for core business during FY27, outside of JV investments. (Page 6) - **Free Trade Warehousing Zone (FTWZ)**: Setup completed with expected operational benefits in inventory risk mitigation and customer stickiness. (Page 17) Overall, FY27 focuses on strategic investments primarily in the Saudi JV and integration of Hobel Bellows to expand capabilities and market reach.

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Fundraising & Capital Structure

Significant CAPEX is planned for the Saudi JV with Kanoo Group, with a $30 million joint investment, 51% funded by Unimech.
Finance cost increased due to one-time foreign exchange losses; excluding this, financial costs were moderate.
Available funds were largely deployed for M&A activities during the year, suggesting equity/fund utilization.

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Order Book & Pipeline

Unimech's consolidated order book as of May 2026 stands at approximately Rs. 314 crores, more than double historical levels, including Hobel Bellows.
Aero tooling order book (excluding Hobel) is roughly Rs. 200+ crores, largely recurring with a 4-6 month execution timeline.
Nuclear orders have scaled up to around Rs. 87 crores with expected execution over 12-18 months.
Hobel Bellows order book stands at Rs. 107 crores with about a 12-month execution visibility.

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Unimech Aerospace and Manufacturing Ltd — Quarterly revenue & net profit

Revenue Net profit

Jun 2025Q1 FY26

Sep 2025Q2 FY26

Dec 2025Q3 FY26

Mar 2026Q4 FY26

Jun 2026Q1 FY27

Sep 2026Q2 FY27

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 →

What Unimech Aerospace and Manufacturing Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Unimech Aerospace and Manufacturing Ltd Q4 FY26 results?

FY27 is expected to deliver meaningful growth over FY26 with continued normalization and recovery in aerospace tooling demand. FY27 expected to show meaningful growth in revenue and operations, surpassing Q4 FY26 quarterly revenue. - Strategic investments and acquisitions (e.g., Hobel Bellows) to start contributing visibly to operational and financial outcomes. - EBITDA margins expected to remain healthy and improve over FY26 levels (~31% in FY26). - Margins may be moderated due to consolidation of new ventures (e.g., Kanoo JV) but overall margin profile to remain stable. - PAT for FY26 was Rs.

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?

Kanoo JV in Saudi Arabia: Planned overall CAPEX of $30 million, with Unimech holding 51% share; mainly for CAPEX and infrastructure buildup within the first three years.

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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.