Mayur Uniquoters Ltd — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Mayur Uniquoters reported Q1 FY26 consolidated revenue of Rs 215.88 Cr (+1% QoQ) and PAT of Rs 40.73 Cr (+2% QoQ). Standalone PAT jumped 19%. Exports contributed 40% (Rs 80.05 Cr), driven by strong OEM supplies. Management maintains FY26 guidance of 10-15% revenue growth and 15-20% profit growth, stemming from export momentum and product mix improvements. Mexico CAPEX is postponed due to tariffs, but automotive exports via Mexico remain unaffected. The Company is diversifying into high-margin segments like footwear and garments with global brands. Management expresses a confident outlook on adapting to market dynamics.