Any current/future new fundraising through debt or equity?

There is no mention of any current or planned fundraising through debt or equity in the provided transcript. The company discusses disciplined capital allocation and shareholder returns but does not indicate raising additional capital. CAPEX is maintained at around 2.5% to 3% of revenue, funded internally from cash generation (approximately Rs. 10 crores cash generated monthly). The company is focused on sustainable growth through internal accruals and strategic acquisitions, but no specific new equity or debt issuance is disclosed.

Any current/future capex/capital investment/strategic investment?

Q3 FY26 CAPEX was Rs.5 crores. Annual CAPEX guidance remains at about 2.5% to 3% of revenue, reflecting a steady, controlled investment approach. Current capacity is sufficient to meet demand; investments focus primarily on technology upgradation rather than major capacity expansion. Past capital work-in-progress related to capability upgradation has been commercialized. Management continues to evaluate acquisition opportunities, particularly in hydraulics and power takeoff segments that align with core off-highway equipment business, focusing on value-accretive targets rather than distressed

Future growth expectations in sales/revenue/volumes?

Uniparts India Limited expects mid-teens revenue growth for FY27, consistent with recent outlooks. Delivered 17% revenue growth in the first nine months of FY26. Growth driven by recovery in construction and small agriculture segments. Large agriculture segment expected to have bottomed out, with ongoing efforts to increase presence especially in US and Europe. New business wins worth approximately Rs. 200 crores annualized, spanning multiple geographies and segments, supporting future growth. Tariff reductions expected to positively impact aftermarket and construction businesses, po

Future growth expectations in earnings/operating earnings/profits/EPS?

Uniparts expects mid-teens revenue growth for FY27, building on 17% growth in the first nine months of FY26. The company anticipates sustaining a 20% EBITDA margin profile over the cycle, supported by operating leverage and disciplined cost control. EBITDA increased 46% YoY for nine months FY26, and first nine months EBITDA is nearly 10% higher than full-year FY25, reinforcing margin sustainability. Trailing EPS for Q3 FY26 is Rs.28.80 (after wage code impact), with expectations of continued EPS improvement as volumes recover and operating leverage materializes. The firm maintains CAPE

Current/ Expected Orderbook/ Pending Orders?

The company maintains a mid-teens growth outlook for FY26 and FY27, indicating a healthy order book. The business is order book-driven, with continued growth observed in Europe as well. The current order book is consistent with previous quarters, supporting sustained growth expectations. New business awards have an annualized potential of approximately Rs. 200 crores over the last 12 months. New order wins come from multiple geographies including the US, Europe, India, and Asia, across agriculture and construction segments. The company emphasizes structural growth in warehousing sales, reflect

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Uniparts India LtdQ4 FY27Auto Components

Uniparts India Ltd Q4 FY27 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹680P/E: 19.3Market Cap: ₹2.6K CrSector: Auto Components

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3

→Uniparts India Limited expects mid-teens revenue growth for FY27, consistent with recent outlooks.
→Delivered 17% revenue growth in the first nine months of FY26.
→Growth driven by recovery in construction and small agriculture segments.
→Large agriculture segment expected to have bottomed out, with ongoing efforts to increase presence especially in US and Europe.
→New business wins worth approximately Rs. 200 crores annualized, spanning multiple geographies and segments, supporting future growth.
→Tariff reductions expected to positively impact aftermarket and construction businesses, potentially fueling new project pickups.
→Overall, sales volume and revenue growth is diversified across geographies including US, Europe, India, and Asia.
→Business model shifts such as increasing warehousing sales (50% of revenue) support stable and structural growth rather than cyclical changes.

Margin guidance

Category 3

→Uniparts expects mid-teens revenue growth for FY27, building on 17% growth in the first nine months of FY26.
→The company anticipates sustaining a 20% EBITDA margin profile over the cycle, supported by operating leverage and disciplined cost control.
→EBITDA increased 46% YoY for nine months FY26, and first nine months EBITDA is nearly 10% higher than full-year FY25, reinforcing margin sustainability.
→Trailing EPS for Q3 FY26 is Rs.28.80 (after wage code impact), with expectations of continued EPS improvement as volumes recover and operating leverage materializes.
→The firm maintains CAPEX at 2.5%-3% of revenue to support growth without significant fixed cost increase.
→Other income, largely from investment gains, contributes meaningfully to profitability, complementing core operations.
→New business awards pipeline (~Rs.200 crores annualized) provides strong visibility into future earnings growth across geographies and segments.

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Fundraise plans

→There is no mention of any current or planned fundraising through debt or equity in the provided transcript.
→The company discusses disciplined capital allocation and shareholder returns but does not indicate raising additional capital.
→CAPEX is maintained at around 2.5% to 3% of revenue, funded internally from cash generation (approximately Rs. 10 crores cash generated monthly).
→The company is focused on sustainable growth through internal accruals and strategic acquisitions, but no specific new equity or debt issuance is disclosed.

Order book

Yes

→The company maintains a mid-teens growth outlook for FY26 and FY27, indicating a healthy order book.
→The business is order book-driven, with continued growth observed in Europe as well.
→The current order book is consistent with previous quarters, supporting sustained growth expectations.
→New business awards have an annualized potential of approximately Rs. 200 crores over the last 12 months.
→New order wins come from multiple geographies including the US, Europe, India, and Asia, across agriculture and construction segments.
→The company emphasizes structural growth in warehousing sales, reflecting strategic partnerships rather than cyclical demand fluctuations.

Capex plans

Yes

→Q3 FY26 CAPEX was Rs.5 crores.
→Annual CAPEX guidance remains at about 2.5% to 3% of revenue, reflecting a steady, controlled investment approach.
→Current capacity is sufficient to meet demand; investments focus primarily on technology upgradation rather than major capacity expansion.
→Past capital work-in-progress related to capability upgradation has been commercialized.
→Management continues to evaluate acquisition opportunities, particularly in hydraulics and power takeoff segments that align with core off-highway equipment business, focusing on value-accretive targets rather than distressed assets.
→No direct linkage of recent tariff changes to CAPEX decisions or acquisition activity.
→Overall strategy emphasizes disciplined capital allocation without overshooting current capacity constraints.

How does Uniparts India Ltd rank vs peers in Auto Components?

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1Uniparts India Ltd

Rev 3Mar 3

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