UNO Minda reports strong Q2 FY'26 results with highest-ever revenue and profit; positive outlook
UNO Minda reported highest-ever Q2 FY'26 consolidated revenue of ₹4,814 crore and PAT of ₹304 crore, reflecting strong 13.4% and 24% YoY growth respectively, with an optimistic outlook.
This announcement provides comprehensive financial results for Q2 and H1 FY'26, outlining strong performance, future investment plans (capex), and an optimistic outlook. Such detailed financial updates and forward-looking statements typically have a high impact on investor perception and stock valuation.
The company reported its highest-ever quarterly revenues and profitability with significant year-on-year growth in both revenue and PAT, indicating strong operational and financial health. The management's outlook for the second half of FY'26 is also optimistic, driven by strategic investments and market momentum.
* UNO Minda Limited released the transcript of its Earnings Call held on November 07, 2025, discussing the financial results for the quarter and half year ended September 30, 2025. * The company delivered its highest-ever quarterly revenues and profitability, driven by broad-based growth across product segments. * Consolidated revenue from operations for Q2 FY'26 stood at ₹4,814 crore, a robust 13.4% year-on-year (YoY) growth. * EBITDA for the quarter grew by approximately 14% to ₹552 crore, with margins improving to 11.5% despite start-up costs from new plants. * Profit after tax (PAT) attributable to shareholders for Q2 FY'26 was ₹304 crore, reflecting a healthy YoY growth of approximately 24% (27% normalized). * For H1 FY'26, consolidated revenues, excluding prior period income, were ₹9,234 crore, registering a 15% YoY growth. * Normalized PAT for H1 FY'26 stood at ₹543 crore, a 24% YoY growth. * Key business segments showed strong performance: * Switching Systems: ₹1,176 crore revenue (11% YoY growth). * Lighting Systems: ₹1,106 crore revenue (14% YoY growth), driven by LED adoption and new customer models. * Casting Business: ₹917 crore revenue (9% YoY growth), with the first phase of the 4-alloy wheel facility at Kharkhoda (60,000 wheels per month) under commissioning. * Seating Systems: ₹354 crore revenue (22% YoY growth). * The company has 10 expansion projects under implementation with an investment commitment of ₹2,356 crore. * Net debt as of September 30, 2025, was ₹2,362 crore, with a healthy net debt to equity ratio of 0.36. * ROCE was 19.6% on an annualized H1 profit basis. * ESG initiatives include targets of 60% renewable energy by 2030 and carbon neutrality by 2040. * Management expressed optimism for H2 FY'26, citing ongoing investments in EV systems, sensors, ADAS, and capacity expansions. They expect sustained growth for the remainder of FY'26.
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