UNO Minda Limited — PPTs, 07-11-2025: Investor Presentation

Uno Minda's Q2 FY26 Investor Presentation reveals a strong quarter. Group revenues surged 14% YoY to ₹6,191 Cr, with consolidated revenues up 13% YoY to ₹4,814 Cr. Profit attributable to owners (PAT) saw an impressive 27% YoY jump to ₹304 Cr, leading to a diluted EPS of ₹5.27. Key growth areas include 2W Switches, the Airbags business driven by enhanced safety demand, and the Seating segment. Casting revenue faced headwinds from softer aluminum prices.

The company is strategically focused on capacity expansion, with the first phase of its 4W Alloy Wheels plant commissioning in Kharkhoda. Uno Minda is also aggressively building its EV product portfolio for 2W, 3W, and 4W segments, leveraging its largely powertrain-agnostic offerings. Recent milestones include the ramping up of the Neemrana airbag facility and a new camera module production line for ADAS. The outlook remains positive, driven by strong auto industry growth, increasing EV adoption, and a substantial ₹2,356 Cr capex roadmap to fuel future expansion and product diversification.