Unimech Aerospace Q3 FY26 Revenue at ₹34 Cr, Order Book Hits Record ₹210 Cr
Unimech Aerospace reported Q3 FY26 revenue of ₹34 Cr, impacted by tariffs. The order book reached a record ₹210 Cr. Tariffs reduced to 18%, boosting outlook. A JV in Saudi Arabia with Yusuf Bin Ahmed Kanoo Group was established. FTWZ setup is nearing completion. The company targets exceeding FY25 revenue of ₹240 Cr in FY26.
The announcement details significant strategic moves and improved market conditions, which are expected to positively influence future performance, although current quarter results were impacted by external factors.
The company is positive about future prospects due to tariff reductions, a record order book, and strategic initiatives like the Saudi JV and FTWZ.
Unimech Aerospace and Manufacturing Limited conducted its Q3 FY2026 earnings conference call on February 13, 2026. During the call, Chairman and Managing Director Mr. Anil Kumar Puttan reported that Q3 FY2026 revenues stood at ₹34 crores, a decrease attributed to a temporary slowdown in the aero tooling segment caused by high U.S. tariffs and seasonal effects. Profitability was slightly above break-even.
However, the company noted a significant improvement in the external environment due to a reduction in U.S. tariffs from 50% to 18%, effective immediately. This change is expected to enhance customer economics, encourage inventory rebuilding, and restore confidence in order flows, marking a turning point for the company.
Strategic initiatives are progressing well, including the establishment of a Free Trade Warehousing Zone (FTWZ), which is largely complete and awaiting regulatory approvals. The FTWZ is expected to allow customers to maintain duty-free inventories and ensure regular order flows, while also protecting Unimech's aero tooling revenues from future tariff volatility.
The company has also made solid progress in strengthening its order book. As of February 12, 2026, the order book stands at a record ₹210 crores, a doubling from past order bookings, providing good visibility for execution. This includes ground support equipment orders worth ₹35 crores in the aero tooling business and nuclear business orders amounting to ₹68 crores.
Internationally, Unimech has entered a strategic joint venture in Saudi Arabia with Yusuf Bin Ahmed Kanoo Group, aiming to focus initially on oil and gas components, with gradual expansion into utilities, energy, and aerospace. This JV, in which Unimech has controlling rights, aligns with Saudi Vision 2030 and is expected to unlock meaningful growth over the next three to five years.
Financially, Q3 FY2026 revenue was ₹34 crores, compared to ₹61 crores in Q2 FY2026, with Year-to-Date (YTD) revenue at ₹159 crores. Gross margins remained strong at 71% for Q3 and 68% YTD. EBITDA margins were 4.6% for Q3 and 25% YTD, with expectations of meaningful improvement by year-end as revenue normalizes. Net profits stood at ₹2.4 crores for the quarter and ₹37 crores YTD.
Looking ahead, Q4 FY2026 is expected to show recovery, with deeper order pickup anticipated towards the end of the quarter. The company targets surpassing last year's revenue of ₹240 crores. The operationalization of the FTWZ facility is expected to materially enhance deliveries and improve revenue realization. Overall, FY2027 is projected to mark a return to structurally higher growth and improved financial performance.
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