Uno Minda Ltd Q1 FY27 Results — Earnings Call Analysis
Published 24 May 2026 | Auto Components | Market Cap: ₹64.8K Cr
- Uno Minda expects sustainable growth backed by strong fundamentals and a diversified product portfolio. - Uno Minda expects sustained growth driven by volume expansion, market share gains, and new-age technology platforms. - FY27 capex planned at approx.
From Uno Minda Ltd's Q4 FY26 earnings-call transcript · updated 3 Jul 2026.
Price
₹1,136
Market Cap
₹64.8K Cr
P/E Ratio
53.2
Revenue Rank
Margin Rank
How does Uno Minda Ltd rank in Auto Components?
Compare Uno Minda Ltd against every Auto Components company this quarter on revenue, margins and earnings-call signals.
Uno Minda Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹5.3K Cr, net profit ₹352 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Uno Minda expects sustainable growth backed by strong fundamentals and a diversified product portfolio.
- →Expansion includes capacity enhancement in existing plants (e.g., 4-wheeler switches, lighting, alloy wheels) allowing growth in line with market demand.
- →New business wins include sizable orders in 2-wheeler, 4-wheeler, EV powertrain, and sunroof segments offering incremental growth potential.
- →Export revenues from India are expected to rise from INR 600 crores to over INR 1,500 crores in the coming years.
- →Expansion projects will increase 2-wheeler alloy wheel capacity to ~9.5 million and 4-wheeler alloy wheel capacity to ~7 million units annually.
- →Market share gains witnessed across segments; growth driven both by deeper penetration with existing customers and onboarding new customers, including new-age EV OEMs.
- →The automotive industry and segments like e-2-wheelers and 3-wheelers show strong volume growth, indicating favorable demand environment supporting Uno Minda's growth.
See what Uno Minda Ltd said on profitability & margins — free account, 30 seconds.
🏗️ Capital Expenditure Plans
Yes- →FY27 planned total capital expenditure (capex) ~ INR 1,750 crores:
- → - INR 650 crores towards sustaining capex (incremental capacities, technology upgrades)
- → - INR 1,100 crores towards growth capex
- → - Balance towards land acquisition (CSN, Hosur, Gujarat)
- →Key ongoing/new projects:
- → - 7 out of 11 ongoing projects expected to start production or ramp up in FY27
- → - Commercial operations to begin in 2 new key product segments: EV powertrain and sunroof
- →Specific capex highlights:
- → - ~INR 1,200 crores for 4-wheeler EV components plants (Khed, Maharashtra, and CSN casting plant)
- → - Additional investments in renewable energy projects towards sustainability goals
- →Strategic aspect:
- → - Capex supports vertical growth, market share gains, and diversification into emerging technologies
- → - Capex largely funded through internal accruals; incremental debt mainly from acquisitions
See what Uno Minda Ltd said on fundraising & capital structure — free account, 30 seconds.
📋 Order Book & Pipeline
Yes- →Uno Minda secured a sizable new order worth approximately INR 600 crores peak annual value, compared to FY26 JV revenues of INR 846 crores; the order represents 70% of current revenues, with start of production (SOP) expected in Q3 FY29.
- →Additionally, secured an order for a silver box display unit for 2-wheelers, estimated annual peak value ~INR 200 crores, with production commencing in Q4 FY27.
- →New-age EV business orders of roughly INR 450 crores expected to start production next fiscal year.
- →Overall, the ramp-up of orders could increase revenue from the current INR 800+ crores to over INR 1,500 crores by FY30.
- →Several ongoing projects are expected to commence production or ramp up in FY27, including 7 out of 11 projects.
- →The company continues to pursue both onboarding new customers and deepening engagements with existing customers, notably in EV segments.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Continue your research
What Uno Minda Ltd's management said in earlier quarters
Others in Auto Components this season
- Precision Camshafts Ltd (Q4 FY26)
Precision Camshafts Limited has a healthy order book of INR1,500 crores to be executed over the next 5-6 years, supporting long-term growth. Key concall…
- Kranti Industrie (Q4 FY26)
FY26 marked crossing ₹100 crore consolidated revenue milestone, with optimism for continued ramp-up. Key concall takeaways from Kranti Industrie's Q4 FY26…
- CEAT (Q4 FY26)
Price increases planned: around 5% taken between March-April; additional 5% staggered through May-June, totaling a 10% replacement price hike. Key concall…
- Balkrishna Industries Ltd (Q4 FY26)
OHT business volumes increased by 5% in the latest quarter; growth momentum seen in H2 FY '26 over H1. Key concall takeaways from Balkrishna Inds's Q4 FY26…
Frequently Asked Questions
What were Uno Minda Ltd Q1 FY27 results?
- Uno Minda expects sustainable growth backed by strong fundamentals and a diversified product portfolio. - Uno Minda expects sustained growth driven by volume expansion, market share gains, and new-age technology platforms. - FY27 capex planned at approx.
What is Uno Minda Ltd share price analysis?
Uno Minda Ltd currently shows a below-average growth signal. The stock trades at a P/E of 53.2 with a market cap of ₹64,775. Investors should review the full earnings analysis for detailed insights.
Is Uno Minda Ltd planning capital expenditure?
- FY27 planned total capital expenditure (capex) ~ INR 1,750 crores: - INR 650 crores towards sustaining capex (incremental capacities, technology upgrades) - INR 1,100 crores towards growth capex
Keep Uno Minda Ltd on your radar — track it to get its next earnings analysis in your feed.
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.
