UNO Minda Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Uno Minda delivered strong Q1 FY27: Revenue up 26% YoY to INR 5,557 Cr, PAT up 24% to INR 296 Cr. EBITDA margins at 10.3% faced input cost pressure, but management holds 11% +/- 50 bps annual guidance through efficiencies.

Casting led vertical growth (+32%). Green Mobility revenue surged 78% (EV systems, alternate fuels). Seating grew 28%, securing new 4W passenger vehicle seating (INR 320 Cr capex) and key exports. Lighting won a global 4W OEM and expanded sunroof orders to over INR 500 Cr. Exports from India reached INR 228 Cr. The company sees continued outperformance from its robust pipeline and INR 1,750 Cr capex, despite Inovance JV undergoing China regulatory review.