UNO Minda Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Uno Minda posted robust Q1 FY26 results with normalized revenue up 16% YoY to ₹4,420 Cr and normalized PAT up 21% YoY to ₹239 Cr. Key growth drivers included strong exports, LED lighting transition, and emerging segments like sensors, ADAS, and EV components. The company acquired full control of FRIWO JV's technology and approved acquiring its Buehler Motor JV stake, bolstering EV capabilities. New camera module production localized. Management remains confident, expecting continued outperformance fueled by ongoing capacity expansions and strategic investments in electric mobility and advanced technologies, despite initial margin drag from new projects.