Any current/future new fundraising through debt or equity?

Uno Minda Limited has announced an enabling resolution for fundraising of INR 2,500 crores. This resolution is a routine approval taken annually to cover a mix of instruments including equity, Non-Convertible Debentures (NCDs), and other borrowings. As of now, there is no specific plan to raise funds under this resolution. Any actual fundraising plans will be communicated separately. In previous years, similar enabling resolutions were taken without immediate fundraising. The current approach allows the company flexibility for future fundraising if needed.

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

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

Future growth expectations in sales/revenue/volumes?

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

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

Uno Minda expects sustained growth driven by volume expansion, market share gains, and new-age technology platforms. FY27 capex planned at approx. INR 1,750 crores, focusing on capacity expansion, capability enhancement, and land acquisition. Launch of commercial operations in new product segments like EV powertrain and sunroof in FY27 marks diversification. Despite challenges and initial costs of new plants, EBITDA margin guidance is around 11% ± 50 bps. Order book includes sizable wins like INR 450 crores in 2-wheeler business with SOP next fiscal and INR 600 crores 4-wheeler EV order by FY2

Current/ Expected Orderbook/ Pending Orders?

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,

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Uno Minda LtdQ1 FY26Auto Components

Uno Minda Ltd Q1 FY26 Earnings Call Analysis

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

Price: ₹1,136P/E: 53.2Market Cap: ₹64.8K CrSector: Auto Components

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 2

→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.

Margin guidance

Category 3

→Uno Minda expects sustained growth driven by volume expansion, market share gains, and new-age technology platforms.
→FY27 capex planned at approx. INR 1,750 crores, focusing on capacity expansion, capability enhancement, and land acquisition.
→Launch of commercial operations in new product segments like EV powertrain and sunroof in FY27 marks diversification.
→Despite challenges and initial costs of new plants, EBITDA margin guidance is around 11% ± 50 bps.
→Order book includes sizable wins like INR 450 crores in 2-wheeler business with SOP next fiscal and INR 600 crores 4-wheeler EV order by FY29.
→Expected revenue multiple to capex for 4-wheeler EV is >2x over medium to long term.
→Strong operational performance, strategic expansions, and localization efforts support earnings growth.
→ROCE was 19.2% in FY26; expected improvement as new assets commission.
→Management confident of delivering sustainable long-term value and profit growth amid evolving industry dynamics.

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Fundraise plans

→Uno Minda Limited has announced an enabling resolution for fundraising of INR 2,500 crores.
→This resolution is a routine approval taken annually to cover a mix of instruments including equity, Non-Convertible Debentures (NCDs), and other borrowings.
→As of now, there is no specific plan to raise funds under this resolution.
→Any actual fundraising plans will be communicated separately.
→In previous years, similar enabling resolutions were taken without immediate fundraising.
→The current approach allows the company flexibility for future fundraising if needed.

Order book

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.

Capex 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

How does Uno Minda Ltd rank vs peers in Auto Components?

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