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Earnings Call Transcript

Mayur Uniquoters Earnings Call Transcript: Key Takeaways

Mayur Uniquoters delivered a robust quarter with 42% consolidated PAT growth, driven by strategic inventory clearance in US automotive exports despite weak US consumer sentiment.

Mayur Uniquoters Q2 FY27 concall: date, live audio and summaryConcall page →
Highlights
Revenue growth18% consolidated growth YoY, driven by US export inventory clearance.
MarginsGross margins improved sequentially to 57% due to raw material mix.
Order bookConfirmed healthy orders from US automotive OEMs including Ford and Chrysler.
Demand visibilityStrong visibility in US/South Africa auto; domestic footwear remains soft.
Management confidenceBalanced; optimistic on export orders despite US market headwinds.

Growth

Consolidated revenue grew 18% YoY to ₹282.95 Cr; automotive export volume jumped 13.5% YoY.

Outlook

Management expects export momentum to continue over the next 2-3 years with high double-digit growth.

Risks

Subdued US demand for new cars and fluctuating raw material/PVC prices impact margins.

Last quarter's promises, checked

Delivered

  • Revenue growth 10–12% p.a. for 3 yrs → consolidated +18% YoY (= BEAT)

Partly delivered

  • US OEM growth 60–70% over 3 yrs → export OEM +13.5% YoY, single quarter only (= PARTIAL)
Source

Earnings Call Transcript filed with NSE, NSE: MAYURUNIQ. Summary written with AI assistance from the document.

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Mayur Uniquoters Ltd: key numbers

Share price
₹745.30
Market cap
₹3,239 Cr
Revenue (annual)
₹967.0 Cr
Net profit (annual)
₹191.7 Cr
P/E (TTM)
14.4×Sector 48.4×
Promoter holding
58.80%+0.03% QoQ
FII holding
5.28%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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