Traders’ curiosity within the counter could be attributed to the truth that the corporate’s income publicity to abroad markets is restricted to simply over 10% and the US would not determine in its prime 5 export locations. Additionally, it has manufacturing amenities in Indonesia, Vietnam, Germany, Spain and Mexico. This shields the corporate from larger US tariffs.
The corporate’s sturdy efficiency on bourses comes at a time when it has undertaken change in key administration personnel. On Wednesday, it introduced the appointment of Sanjeev Kulkarni as the brand new CEO and Garima Garg as the brand new HR head.
On the operations entrance, Uno Minda has guided for a capital expenditure (capex) of ₹1,600-₹1,700 crore for FY26. Of this, three-fourths will probably be development capex whereas the remaining will probably be used in direction of current operations. The corporate has acquired land in Chhatrapati Sambhajinagar for ₹130 crore. It has additionally introduced a capex of ₹210 crore for electrical automobile (EV) four-wheel casting parts. This will probably be a backward integration for the upcoming EV plant on the similar location.
On a year-on-year foundation, Uno Minda’s income from operations and web revenue grew by 18% and 46% to ₹4,489 crore and ₹291 crore, respectively within the June 2025 quarter pushed by sturdy double-digit development in switches, lighting, seating, and different divisions. Working margin earlier than depreciation and amortisation (Ebitda margin) improved by 142 foundation factors to 12.1%, primarily as a consequence of accounting for prior interval state incentives, gross margin enlargement and decrease different bills and partially offset by larger worker prices. In February, the corporate took full management of UnoMinda EV Methods by buying 49.9% from the be a part of enterprise companion FRIWO AG. This would offer entry to mental property rights and analysis and growth in e-drive applied sciences.
Emkay International Monetary Companies has raised FY26-27 earnings per share (EPS) by about 2% to consider sustained margin enchancment. “North America exports are lower than 2% of whole income; tariff hit (will probably be) negligible,” it added. Asit C Mehta has elevated the EPS estimate by over 4% for FY26 and FY27. The broking agency expects income, Ebitda and web revenue to develop 14-18% over FY25-28.
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