Unimech Aerospace and Manufacturing Limited — Investor Meet, 04-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Unimech Aerospace acquired Hobel Bellows, a specialized metallic bellows manufacturer, for a strategic capability upgrade. Hobel reported ₹129 Cr revenue and over 50% EBITDA margins in FY26. This debt-free, cash-generative acquisition expands Unimech's offering from components to engineered assemblies. Management projects 15-17% growth for Hobel, utilizing current 50-60% capacity. Synergies include cross-selling to aerospace and nuclear sectors. The acquisition, funded internally, fast-tracks capabilities that would otherwise take years to build organically. Unimech's core business shows recovery, and its FTWZ facility is nearing full regulatory approval, set to boost supply chain efficiency. Sentiment is confident on future growth.