| Management target | Revenue 24.0% FY27 |
|---|
| Revenue growth | +37% YoY record quarter; growth reported as largely organic. |
|---|---|
| Margins | EBITDA 23.4% Q2; lower treasury income; raw-material pass-through lags. |
| Order book | New business wins ₹225 Cr trailing twelve months; no order slowdown reported. |
| Demand visibility | Construction strong on multi-year data-center contracts; large ag recovery expected FY27. |
| Management confidence | Over-optimistic: 'built to last' language masks receivables and margin deflection. |
Growth
Revenue ₹379 Cr, +37% YoY (CEO said 7%; H1 math supports 37%), 9% QoQ. Construction +49%, small ag +25%.
Outlook
FY27 revenue guided +24% YoY; H2 implied ~17-18%. Capex ~₹60 Cr next year; Mexico single-digit $m revenue this year.
Risks
Receivables up on US OEM delays; Q3 seasonally weak; margin answered with through-cycle 20% target, not guidance; freight cost pressure.
Last quarter's promises, checked
Delivered
- Cycle EBITDA >20% → Q2 23.4% (= BEAT)
- Q2 in line with Q1 ₹347 Cr → ₹379 Cr, +9% QoQ (= BEAT)
- Aftermarket back to growth (Q1 flat) → +50% (= BEAT)
Partly delivered
- Mexico first warehouse deliveries Q3 → dispatch only starting 'this month' (= PARTIAL)
- FY27 growth ~23% (FY26 21% + couple pts) → Q1 +27%, Q2 +37%, H2 implied 17–18% (= PARTIAL)
- ~Half-dozen acquisition targets → ~6 targets, no deal (= PARTIAL)
Missed
- Q1 margin ~25% trend → Q2 23.4% (= MISS)
- Net cash ₹190 Cr stated → ₹172 Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: UNIPARTS. Summary written with AI assistance from the document.
Uniparts India Ltd: key numbers
- Share price
- ₹704.60
- Market cap
- ₹3,182 Cr
- Revenue (annual)
- ₹1,170 Cr
- Net profit (annual)
- ₹158.3 Cr
- P/E (TTM)
- 16.3×Sector 50.0×
- Promoter holding
- 65.85%-0.03% QoQ
- FII holding
- 4.43%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Uniparts India Ltd
All →Uniparts India Investor Presentation: Key Takeaways
Record Q2FY27 revenue ₹3,785 Mn (+36.7% YoY), EBITDA ₹886 Mn (23.1% margin), PAT ₹544 Mn (+38.2% YoY); construction and aftermarket driving growth.
Uniparts India Q2 FY27 Results: Net Profit ₹54.4 Cr, Up 38.1% YoY
Uniparts India Ltd reported revenue from operations of ₹378.5 Cr (+36.7% YoY) and net profit of ₹54.4 Cr (+38.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹54.4 Cr · +38.1% YoY
Uniparts India Board Meeting Date
Uniparts India Ltd has intimated a board meeting on November 4, 2026, to consider unaudited standalone and consolidated results for the quarter and half year ended September 30, 2026. The trading window is closed until November 6.
Uniparts India Other Announcement
Uniparts India Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. The document details the shareholding distribution across various investor categories.
Uniparts India Annual General Meeting
Uniparts India Ltd held its 32nd Annual General Meeting, transacting business including adoption of financials and confirmation of interim dividends. The meeting concluded successfully via video conference.
Uniparts India Annual General Meeting
Uniparts India Ltd has issued a notice for its 32nd Annual General Meeting, scheduled for September 28, 2026, and released its Annual Report for FY 2025-26.