Uniparts India Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Uniparts India delivered strong Q1 FY26 results: Revenue at INR273 Cr (+8.25% QoQ, +4.2% YoY) & EBITDA at INR57.89 Cr (+39% QoQ, +26% YoY), with EBITDA margin hitting 20%. Net cash stands robust at INR241.6 Cr.

Management expects mid-teens growth for FY26 and ~18% EBITDA margin, driven by over INR200 Cr in new business wins. Industry trends show construction stabilizing and small agri recovering, though large agri faces decline. Aftermarket segment sees good growth.

Despite rising tariffs, Uniparts is confident in mitigating impact through its dual-shore manufacturing (India, US) and upcoming Mexico warehouse (October '25). Long-term vision aims for INR2000 Cr+ revenue in 5 years via new product lines and diversified global presence. A confident outlook from management.