Uno Minda Ltd

- There is no specific mention of any current or planned new fundraising through debt or equity in the provided transcript. - Finance costs increased due to higher borrowings supporting ongoing capital expenditure and working capital needs, indicating utilization of existing debt facilities rather than new debt raising. - The company is focused on strategic capital expenditure aligned with medium-term growth but hasn’t mentioned fresh equity or debt issuances. - The upcoming capex plans and budgeting are still in progress and are expected to be shared in the May con-call. - Overall, no explicit announcement or indication of new fundraising through debt or equity has been made as of the February 5, 2026, earnings call.

- Uno Minda is planning capex with a focus on optimizing capacity and avoiding idle assets; they don't build capacities without committed demand. - A new 4-wheeler alloy wheel plant is planned in the western region of India, aiming to capture market growth in the next 2 years. - Incremental and sustaining capex and debottlenecking efforts are underway to increase capacity utilization in growing segments like seats, sensors, and controllers. - The Board approved an additional INR 6.5 crores investment through an SPV for accessing open access renewable power (wind and solar) in Gujarat. - Upcoming capex plans for FY27 and beyond will be shared in the May con-call after budgeting exercises. - Existing investments include recent commissioning of facilities such as lighting plants, alloy wheel capacity expansions, and others, supporting future demand growth. - No PLI benefit accrued yet; growth investments are strategic and aligned with medium-term roadmap.

- Uno Minda is optimistic about near-term auto industry growth, supported by sustained demand and GST rationalization. - Strong pipeline of expansion projects and recently commissioned facilities are expected to drive growth. - Core businesses (switches, lighting, alloy wheels) benefit from premiumization, safety, and enhanced comfort trends, leading to higher content per vehicle. - Investments in EV technologies, sensors, and ADAS are seen as key future growth engines. - Exports are anticipated to grow steadily; physical exports were around INR 500-600 crores in 9 months FY '26, making up about 10% of revenues. - Alloy wheel business expects margin improvement and asset turnover to rise with debottlenecking. - LED lighting penetration in 4-wheelers and 2-wheelers is growing, promising increased content per vehicle. - Industry volumes show strong growth: PV segment up 19% YoY, 2-wheelers up 15% YoY. - EV 2-wheeler sales grew 7%, but penetration levels slightly declined recently. - Overall, company revenue grew ~20% YoY in Q3 FY '26, expecting to maintain strong growth trajectory.

- Uno Minda remains optimistic about near-term auto industry growth supported by sustained demand and improved product mix across segments (Page 10). - Recently commissioned facilities are ramping up, with a strong pipeline of land expansion projects positioning Uno Minda to capture emerging growth opportunities (Page 10). - Investments in EV technologies, sensors, and ADAS are expected to become key growth engines, strengthening the technology portfolio and supporting sustainable long-term value creation (Page 10). - PAT attributable to shareholders shows 25% YoY growth over 9 months at INR 871 crores, excluding exceptional items demonstrating strong profitability momentum (Page 7). - EBITDA margins remain stable at around 11.1%, with strategic capital expenditure supporting medium-term growth (Page 7). - The company aims to increase exports and market shares, which should further contribute to revenue and profitability growth (Pages 14, 16). - Interim dividend increased by 20%, reflecting confidence in future earnings stability (Page 9).

- Uno Minda has secured a large order for pressure regulators from a Japanese OEM, strengthening its position in that segment. - The company has anchor customers for upcoming segments such as 4-wheeler EV powertrain and sunroof businesses expected to start in FY '28. - Post commencement with anchor customers, Uno Minda aims to gradually increase orders from other customers in these new segments. - Discussions with global OEMs have recently intensified, especially following new trade deals, indicating an intent to push exports aggressively. - The export business, particularly in 2-wheeler switch and seating, is growing with international orders increasing, contributing about 10% to total revenues. - The company continues to add new order wins, such as in 4-wheeler switch systems from Korean OEMs and long tail lamps from Japanese customers, showing strong order pipeline development.