Unimech Aerospace and Manufacturing Limited — PPTs, 12-11-2025: Investor Presentation

Unimech Aerospace saw soft Q2 FY26 results with revenue up 1% YoY to ₹61.98 Cr, but Profit After Tax (PAT) dropped 13% to ₹15.67 Cr. For H1 FY26, revenue rose 4% YoY to ₹124.97 Cr, while PAT declined 10% to ₹34.80 Cr. The company faced tariff challenges in a key export market, leading to softer EBITDA (30% vs 38% YoY) and PAT (22% vs 27% YoY) margins.

The company is strategically diversifying into aerospace, defense, energy, and semiconductors, aiming for new customer wins and expanding existing relationships. A key move was acquiring a 16% stake in Dheya Engineering for micro gas turbine engine manufacturing.

Recent highlights include new Ground Support Equipment (GSE) orders worth ₹35 Cr during the quarter. Capital expenditure of ₹38.9 Cr in H1 FY26 boosted manufacturing capacity to 2,43,000 sq ft across its units.

Management stated Q2 performance surpassed initial expectations despite market headwinds, stressing efforts to utilize capacity and strengthen the outstanding order book, now at ₹104.8 Cr. They're also expanding geographically to USA/Europe and planning free-trade warehouses for better customer responsiveness and tariff mitigation.