UNO Minda Limited — PPTs, 06-08-2025: Investor Presentation
Here's the summary for Uno Minda Limited:
**1. Financial Highlights:**
Q1 FY26 Group Revenues (incl. JVs/Associates) climbed 14% YoY to Rs 5,386 Cr, Consolidated Revenues up 16% to Rs 4,420 Cr. EBITDA rose 16% to Rs 474 Cr (10.7% margin). Profit (UML share) increased 21% YoY to Rs 239 Cr.
**2. Strategic Initiatives & Growth Drivers:**
Approved Rs 210 Cr capex for EV Casting. Launched India's first localized camera module production. New export orders for switches and lighting. Premiumization and capacity additions drive core segment growth.
**3. Business Developments:**
Acquired FRIWO's remaining stake in Uno Minda EV Systems, now a wholly-owned EV tech subsidiary, gaining powertrain IP and R&D. Acquired 88 acres for future expansion. EVSE commercial sales have begun.
**4. Market Position & Competitive Advantage:**
Leading auto component player with a resilient, ICE-EV agnostic portfolio. Competitive edge from strong R&D (37 global centers), strategic tech alliances, extensive aftermarket network, and deep OEM relationships.
**5. Investor Implications:**
Solid financial growth and proactive EV/capacity investments suggest positive growth potential. Diversified offerings and innovation position the company well for evolving auto trends.
