Arthneeti

Uravi Defence & Technology Q2 FY25 Share Price & Earnings Call Analysis

₹102.16+0.55% today
Market cap
₹116 Cr
P/E
109.66
ROE
1.12%
Price to sales
2.88
Debt to equity
0.47
52W high / low
₹235 / ₹97.8
EBITDA margin
5.84%
Net profit margin
2.90%
Promoter holding
40.04%
Sales (last year)
₹41 Cr

Incorporated in 2004, Uravi Defence and Technology manufactures and sells stop and tail lamps, wedge lamps, and defence equipment.[1]

Guidance scorecard · Q2 FY25 call

What Uravi Defence &'s management guided
and where it ranks in Auto Components

Revenue10–20%MarginsUp 2%+CapexPlannedFundraisingPlannedOrder bookWhat management said

RevenueQ2 FY25 call

10–20%
  • Targeting a 10% revenue increase in FY25 by deepening relationships with existing customers and approaching new OEMs.
  • Anticipating 5% to 8% growth in automotive lamps this year, with potential double-digit growth once LED product penetration improves.
  • Expecting defense segment revenue to contribute about 70% to overall revenue by FY26, with higher profitability margins.
  • SKL acquisition expected to boost consolidated revenue significantly, with orders like INR26 crores for power supply systems for 244 guns.
  • Planning new product development in SKL (power supplies, alternators, engine components) with INR5-7 crores internal capex.

2 more points from Uravi Defence &'s call on revenue

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Full Q2 FY25 analysis

MarginsQ2 FY25 call

Up 2%+

See what Uravi Defence & said on margins — free account, 30 seconds.

Full Q2 FY25 analysis

CapexQ2 FY25 call

Planned
  • Capex of INR 5 to 7 crores planned for SKL to expand capacity and introduce new products like alternators and engine components.
  • This capex will be 100% funded internally.
  • Currently, no immediate need for capacity extension in traditional business due to existing spare capacities.
  • Exploring opportunities for outsourcing manufacturing contracts post OEM approvals to utilize unutilized capacity and generate additional revenue.
  • Investments in EV charger business are planned but dependent on product maturation; a definitive investment outlook expected by January 2025.

2 more points from Uravi Defence &'s call on capex

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Full Q2 FY25 analysis

FundraisingQ2 FY25 call

Planned

See what Uravi Defence & said on fundraising — free account, 30 seconds.

Full Q2 FY25 analysis

Order bookQ2 FY25 call

  • Current order book includes a significant defense contract from L&T Defense for around 200 guns, valued approximately at INR 26 crores, focused on power supply systems.
  • Orders related to SKL India Pvt. Ltd. were around INR 22 crores yearly as of FY24, with expected growth in the coming years as production ramps up.
  • Outsourcing contracts are identified to utilize spare manufacturing capacity at SKL, pending OEM approvals, providing additional revenue opportunities.
  • The company is also exploring new product development and expansion in both automotive and defense sectors, aiming for steady order inflows.

2 more points from Uravi Defence &'s call on the order book

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Full Q2 FY25 analysis
Full Auto Components ranking

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 Auto Components
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Uravi Defence & rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Auto Components companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹2,874 Cr45.4
240%+Flat₹2,116 Cr55.2
340%+Flat₹370 Cr15.1
420–40%Up 2%+₹25,664 Cr73.6
520–40%Up 0–2%₹21,742 Cr33.9
620–40%Up 0–2%₹11,707 Cr41.0

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Financials of Uravi Defence &

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Uravi Defence &

Quarterly Results

Quarter-by-quarter operating performance

Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +11.1210.029.1110.0210.2010.209.86
Expenses +9.629.077.548.809.229.659.73
Operating Profit1.500.951.571.220.980.550.13
OPM %13.49%9.48%17.23%12.18%9.61%5.39%1.32%
Other Income +0.070.800.540.40-0.050.452.18
Interest0.570.400.390.390.380.300.18
Depreciation0.550.550.500.520.450.440.51
Profit before tax0.450.801.220.710.100.261.62
Tax %33.33%11.25%24.59%25.35%140.00%38.46%6.79%
Net Profit +0.350.710.930.53-0.050.161.50
EPS in Rs0.320.650.750.380.07-0.040.52

Financials of Uravi Defence &

Profit & Loss

Annual income statement trend

Mar 2025Mar 2026
Sales +41.3538.62
Expenses +35.7535.86
Operating Profit5.602.76
OPM %13.54%7.15%
Other Income +1.662.99
Interest1.911.24
Depreciation2.031.90
Profit before tax3.322.61
Tax %23.19%18.01%
Net Profit +2.552.14
EPS in Rs2.180.91
Dividend Payout %0.00%0.00%

Financials of Uravi Defence &

Balance Sheet

Capital structure and asset base

Mar 2025Mar 2026
Equity Capital11.2611.40
Reserves35.1039.45
Borrowings +25.8824.00
Other Liabilities +16.533.52
Total Liabilities88.7778.37
Fixed Assets +19.5813.10
CWIP2.712.88
Investments0.1919.02
Other Assets +66.2943.37
Total Assets88.7778.37

Financials of Uravi Defence &

Cash Flows

Operating, investing and financing cash movement

Mar 2025Mar 2026
Cash from Operating Activity +-2.78
Cash from Investing Activity +-0.94
Cash from Financing Activity +17.96
Net Cash Flow14.23
Free Cash Flow-3.81
CFO/OP-31%

Financials of Uravi Defence &

Ratios

Working capital efficiency and return ratios

Mar 2025Mar 2026
Debtor Days126.58122.96
Inventory Days490.21391.30
Days Payable66.3626.64
Cash Conversion Cycle550.43487.61
Working Capital Days129.58128.25
ROCE %3.69%

Guidance history

How Uravi Defence &'s guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q2 FY25 call →10–20%Up 2%+PlannedPlanned—
Q4 FY24 call →10–20%Up 0–2%PlannedPlannedRising
Q3 FY24 call →20–40%Up 2%+Planned—Rising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

Continue your research

What Uravi Defence &'s management said in earlier quarters

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