Uno Minda
Uno Minda Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Uno Minda aims to sustain strong revenue growth, driven by key segments like Seating, Switches, Sensors & ADAS, and EV Systems.
From Uno Minda's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- The company aims to consistently outperform industry growth.
- In Q2 FY '26, 4-wheeler volumes grew by 4%, 2-wheeler volumes grew by approximately 10%, blending to ~7-7.5% overall.
- Revenues grew by 13.5%, more than 1.5x industry volume growth, demonstrating strong market share gains.
- The festive momentum, GST rate cuts, and improved customer confidence are expected to sustain growth through Q3.
- Positive rural sentiment and new model launches support demand continuation.
- Expansion projects aligned with OEM plans and EV penetration will drive medium to long-term growth.
- Growth in seating systems, EV systems, sensors, and ADAS segments anticipated due to increasing exports and new customer wins.
2 more points from Uno Minda's call on revenue
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Profitability & Margins
See what Uno Minda said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Uno Minda is executing 10 expansion projects across product lines with a committed investment of INR 2,356 crores.
- Some projects have moved beyond Phase 1, with further capex linked to EV penetration to avoid idle capacity.
- Phase 1 of 30k capacity at Bawal plant commissioned; remaining capacity to be integrated at Kharkhoda plant.
- Recent capex includes INR 354 crores for expansion projects, INR 130 crores for land acquisition at CSN, and sustaining capex.
- Acquisitions include shares in UMEVSPL and Associate Technologies for FRIWO, plus tech centers in Germany and Vietnam.
- Capex financed by business cash flows, with incremental debt due to land bank and acquisition investments.
2 more points from Uno Minda's call on capex
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Fundraising & Capital Structure
See what Uno Minda said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- They started sharing order book details for EV business about 3 years ago but stopped after a year for the same reasons.
- Order book estimates are based on volume projections from customers that may change depending on model success.
- Focus remains on converting product developments into actual business before detailed disclosures.
Uno Minda — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹5.3K Cr, net profit ₹352 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Uno Minda Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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. Key concall takeaways from Carraro India Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.
Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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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 Uno Minda Q2 FY26 results?
Uno Minda aims to sustain strong revenue growth, driven by key segments like Seating, Switches, Sensors & ADAS, and EV Systems.
What is Uno Minda share price analysis?
Uno Minda currently shows a neutral. The stock trades at a P/E of 52.4 with a market cap of ₹63,983 Cr. Investors should review the full earnings analysis for detailed insights.
Is Uno Minda planning capital expenditure?
Uno Minda is executing 10 expansion projects across product lines with a committed investment of INR 2,356 crores.
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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.
