Unimech Aerospace and Manufacturing Q2 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹8,441 Cr
- P/E
- 117.19
- ROE
- 7.96%
- PEG
- 3.35
- Price to sales
- 29.61
- Debt to equity
- 0.17
- 52W high / low
- ₹1,873 / ₹706
- EBITDA margin
- 33.18%
- Net profit margin
- 23.27%
- Promoter holding
- 79.75%
- Sales (last year)
- ₹285 Cr
Incorporated in 2016, Unimech Aerospace and Manufacturing Limited is a global high precision engineering solutions company which specializes in manufacturing of complex products[1]
Guidance scorecard · Q2 FY27 call
What Unimech Aerospace and Manufacturing Ltd's management guided
and where it ranks in Aerospace & Defense
Aerospace & Defense
RevenueQ1 FY27 call
20–40%- FY27 expected to deliver meaningful revenue growth compared to FY26, driven by strong demand visibility across tooling, precision components, and Hobel Bellows contributions.
- Q2 and Q3 projected to be stronger quarters, with full three-month consolidation of Hobel Bellows boosting revenues.
- PCA (precision component assembly) business anticipated to grow steadily with increasing serial production orders, especially in H2 FY27.
- Aero tooling business growth will be supported by SKU expansion and underlying demand momentum in aerospace and related sectors.
- Growth also fueled by strategic initiatives like Saudi Arabia JV (Dheya Engineering) and increasing engagements in semiconductor, defense, nuclear, and energy sectors.
2 more points from Unimech Aerospace and Manufacturing Ltd's call on revenue
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MarginsQ1 FY27 call
FlatSee what Unimech Aerospace and Manufacturing Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- No significant core business capex foreseen during FY27.
- Current capacity utilization at ~58%, with 10% dedicated to new product introduction and qualification.
- Anticipated additional capacity expansions to support future demand as qualification programs convert into serial production.
- Saudi Arabia JV with Yusuf Bin Ahmed Kanoo Group (Dheya Engineering Technologies) progressing; planned US$10 million infusion expected in August 2026.
- Gross block expected to roughly double by end FY27, primarily driven by Saudi JV investment.
2 more points from Unimech Aerospace and Manufacturing Ltd's call on capex
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FundraisingQ1 FY27 call
PlannedSee what Unimech Aerospace and Manufacturing Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
Rising- The consolidated order book, including Hobel Bellows, stood at approximately INR 280 crores as of June 30, 2026.
- This figure is marginally lower than previously indicated levels due to strong execution and customer pull-ins.
- Around INR 87 crores of nuclear orders are included, with approximately 50% planned for execution in the second half of the financial year.
- The precision parts order book covers about six months of execution.
- Additionally, there is a larger pipeline of orders including forecasted business beyond the confirmed INR 280 crores.
- Order inflows remain constructive with ongoing conversions of tooling and precision component opportunities into commercial orders.
- Unimech completed 165 FAIs during the quarter and initiated engagement with 6 additional prospective customers.
2 more points from Unimech Aerospace and Manufacturing Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Aerospace & Defense
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.
Peers
Aerospace & Defense companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹5,744 Cr | 216.9 | |
| 2 | 40%+ | Up 0–2% | ₹1,197 Cr | 55.6 | |
| 3 | 40%+ | Flat | ₹17,585 Cr | — | |
| 4 | 40%+ | Flat | ₹15,942 Cr | 131.4 | |
| 5 | 40%+ | Flat | ₹9,001 Cr | 274.4 | |
| 6 | 20–40% | Up 0–2% | ₹1,775 Cr | 43.3 |
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Pro shows every company guiding 40%+ revenue growth →Full Aerospace & Defense rankingFinancials of Unimech Aerospace and Manufacturing Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Shareholder Pattern
Unimech Aerospace and Manufacturing Ltd
Shareholding breakup across reporting periods.
| Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|---|---|
| Promoters + | 79.82% | 79.82% | 79.82% | 79.82% | 79.82% | 79.82% | 79.82% | 79.75% |
| FIIs + | 1.62% | 0.44% | 0.16% | 0.21% | 0.36% | 0.38% | 0.43% | 1.01% |
| DIIs + | 6.57% | 7.76% | 6.41% | 6.52% | 6.50% | 5.99% | 5.60% | 4.66% |
| Public + | 12.01% | 11.98% | 13.63% | 13.44% | 13.32% | 13.81% | 14.16% | 14.59% |
| No. of Shareholders | 1,20,897 | 76,035 | 74,641 | 77,234 | 77,586 | 75,769 | 73,718 | 77,694 |
Financials of Unimech Aerospace and Manufacturing Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 65 | 62 | 59 | 61 | 54 | 68 | 63 | 62 | 34 | 82 | 108 | 123 |
| Expenses + | 36 | 36 | 33 | 38 | 38 | 41 | 43 | 43 | 32 | 47 | 68 | 74 |
| Operating Profit | 29 | 26 | 26 | 23 | 16 | 28 | 20 | 19 | 2 | 35 | 39 | 49 |
| OPM % | 44% | 42% | 43% | 38% | 29% | 40% | 31% | 30% | 4.6% | 43% | 36% | 40% |
| Other Income + | 1 | 2 | 2 | 5 | 8 | 10 | 11 | 10 | 11 | 15 | 7 | 7 |
| Interest | 1 | 2 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 11 | 2 | 2 |
| Depreciation | 1 | 1 | 2 | 2 | 3 | 4 | 6 | 6 | 7 | 7 | 8 | 9 |
| Profit before tax | 28 | 25 | 25 | 25 | 19 | 33 | 24 | 21 | 4 | 32 | 37 | 45 |
| Tax % | 28% | 21% | 17% | 27% | 20% | 10% | 21% | 24% | 38% | 17% | 24% | 28% |
| Net Profit + | 20 | 20 | 21 | 18 | 16 | 29 | 19 | 16 | 2 | 26 | 28 | 32 |
| EPS in Rs | 4.63 | 4.48 | 4.69 | 3.79 | 3.06 | 5.74 | 3.76 | 3.08 | 0.47 | 5.13 | 5.48 | 6.24 |
Financials of Unimech Aerospace and Manufacturing Ltd
Profit & Loss
Annual income statement trend
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|
| Sales + | 36 | 94 | 209 | 243 | 240 | 346 |
| Expenses + | 28 | 59 | 130 | 151 | 164 | 221 |
| Operating Profit | 8 | 35 | 79 | 92 | 76 | 125 |
| OPM % | 22% | 37% | 38% | 38% | 32% | 36% |
| Other Income + | 1 | 1 | 5 | 25 | 46 | 40 |
| Interest | 2 | 2 | 3 | 4 | 16 | 17 |
| Depreciation | 3 | 4 | 4 | 11 | 26 | 31 |
| Profit before tax | 4 | 29 | 76 | 102 | 80 | 117 |
| Tax % | 9% | 22% | 24% | 18% | 21% | |
| Net Profit + | 3 | 23 | 58 | 83 | 63 | 88 |
| EPS in Rs | 0.77 | 5.17 | 13.21 | 16.41 | 12.44 | 17.32 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% |
Financials of Unimech Aerospace and Manufacturing Ltd
Balance Sheet
Capital structure and asset base
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | 1 | 1 | 22 | 25 | 25 | 25 |
| Reserves | 27 | 48 | 87 | 643 | 712 | 773 |
| Borrowings + | 20 | 24 | 30 | 84 | 127 | 178 |
| Other Liabilities + | 9 | 20 | 37 | 57 | 59 | 104 |
| Total Liabilities | 57 | 93 | 175 | 810 | 924 | 1,080 |
| Fixed Assets + | 25 | 29 | 52 | 162 | 198 | 579 |
| CWIP | 3 | 0 | 0 | 5 | 3 | 7 |
| Investments | 0 | 0 | 0 | 344 | 480 | 194 |
| Other Assets + | 29 | 64 | 123 | 299 | 243 | 299 |
| Total Assets | 57 | 93 | 175 | 810 | 924 | 1,080 |
Financials of Unimech Aerospace and Manufacturing Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Cash from Operating Activity + | 2 | 1 | 47 | 81 | 61 |
| Cash from Investing Activity + | 1 | -6 | -47 | -461 | -188 |
| Cash from Financing Activity + | -0 | 3 | 5 | 515 | 23 |
| Net Cash Flow | 2 | -2 | 5 | 135 | -105 |
| Free Cash Flow | -1 | -4 | 11 | -51 | 25 |
| CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit | 18% | 18% | 90% | 109% | 102% |
Financials of Unimech Aerospace and Manufacturing Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Debtor Days | 76 | 125 | 82 | 83 | 98 |
| Inventory Days | 242 | 303 | 165 | 136 | 156 |
| Days Payable | 211 | 133 | 106 | 111 | 117 |
| Cash Conversion Cycle | 106 | 295 | 141 | 108 | 137 |
| Working Capital Days | -21 | 100 | 83 | 44 | -61 |
| ROCE % | 52% | 75% | 22% | 11% |
Guidance history
How Unimech Aerospace and Manufacturing Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 20–40% | Flat | Planned | Planned | Rising |
| Q4 FY26 call → | 10–20% | Up 0–2% | Planned | — | Rising |
| Q4 FY26 call → | 10–20% | Flat | Planned | None planned | — |
| Q3 FY26 call → | 10–20% | Up 2%+ | Planned | None planned | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
91 out of 100 — Strengthening
Over the past year its share price has done better than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | +62.5% | 88% |
| Last 6 months | +65.4% | 92% |
| Last 3 months | +41.3% | 95% |
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Unimech Aerospace and Manufacturing Ltd: 0.4 × 88 + 0.4 × 92 + 0.2 × 95 = 91.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Unimech Aerospace and Manufacturing Ltd's management said in earlier quarters
Others in Aerospace & Defense this season
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- Aequs Ltd (Q2 FY27)
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- Apollo Micro Systems Ltd (Q2 FY27)
Consolidated Revenue from Operations: ₹3,881.5 million, +72.3% YoY (Page 7) . Key investor presentation takeaways from Apollo Micro Systems Ltd's Q2 FY27 invest