Uniparts India Ltd. Q4 & FY26 Earnings Call Transcript Released
Uniparts India reported Q4 FY26 revenue growth of 31% YoY and FY26 revenue growth of 21% YoY. The company achieved an EBITDA margin of 24% in Q4 FY26 and maintained a net cash position of ₹160 crore. New business wins exceeded ₹225 crore. Management expects continued recovery in construction and agriculture sectors.
The announcement details strong financial performance, exceeding previous guidance, positive sector outlook, and significant new business wins, which are material factors for investors.
The company reported strong year-on-year revenue growth for Q4 FY26 and the full year FY26, exceeding guidance. Positive outlook for key sectors, strong new business wins, healthy margins, and a net cash position contribute to a positive sentiment.
Uniparts India Limited has released the transcript of its earnings call pertaining to the audited financial results for the quarter and financial year ended March 31, 2026. The call, held on May 26, 2026, featured management including Chairman and Managing Director Mr. Gurdeep Soni, Whole-Time Director and Group CEO Ms. Tanushree Bagrodia, and Group CFO Mr. Sandeep Taneja.
During the call, the management highlighted a significant recovery in the global agriculture and construction equipment cycle. For Q4 FY26, the company reported approximately 31% year-on-year revenue growth and 18% sequential growth over Q3 FY26. For the full year FY26, revenue grew by 21% over FY25, exceeding the earlier guidance of mid-teens growth.
Mr. Soni addressed a fire incident at one of their Ludhiana facilities in Q3 FY26, stating that interim arrangements ensured continuity of supplies with minimal disruption, and insurance claims have been filed. He also touched upon supply chain uncertainties due to geopolitical events in West Asia, noting that input price inflation is being partially mitigated by favorable exchange rates.
The outlook for the construction equipment industry in North America and Europe is positive for FY27, with demand expected to strengthen. The agriculture sector, particularly small agriculture, is also showing signs of recovery, with an overall positive outlook for FY27.
The company reported strong new business momentum, with trailing 12-month business wins exceeding ₹225 crore. Financially, Uniparts delivered an EBITDA margin of 24% for Q4 FY26 and 22% for the full year FY26. The company maintained a net cash position of ₹160 crore as of March 2026, with no net debt.
Key financial highlights for Q4 FY26 included revenue of ₹339 crore (up 34% YoY), EBITDA of ₹81 crore (up 95% YoY), and Profit After Tax of ₹51 crore (up 124% YoY). Operating cash flow was ₹52 crore for the quarter and ₹174 crore for FY26. Trailing 12-month EPS stood at ₹35.07.
Discussions during the Q&A included the sustainability of margins, passing on currency depreciation benefits, capex plans (maintained at 2.5% to 3.5% of revenue), the potential for share buybacks, and the impact of the fire incident, which is fully covered under insurance including loss of profits.
The management also addressed market share in the 3PL and PMP segments, working capital management, and the status of potential acquisitions, stating that they continue to evaluate opportunities based on a clear framework. The company reiterated its commitment to sustainable EBITDA margins of over 20% and emphasized that margins are driven by delivery channels rather than end segments.
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