Uno Minda said in its earnings call that the recent geopolitical tensions have created fresh concerns. It said electronic manufacturing services (EMS) remain a primary growth engine. However, the rising commodity prices are a concern. The company said the underlying demand remains intact.
The West Asia war that broke out after the US and Israel attacked Iran on February 28 has led to a sharp rise in oil prices due to the effective shutdown of the key shipping route Strait of Hormuz, which has led to a rise in fuel prices, a global energy crisis and volatility across markets.
Uno Minda said it has managed to maintain its margin despite a sharp increase in input costs. Despite near-term headwinds, Uno Minda said its long-term growth outlook remains intact. It has given a margin guidance of 11% with a plus-minus range of 50 basis points for the financial year 2027.
Uno Minda In Q4
Uno Minda reported its fourth quarter earnings on Saturday, May 16. Its net profit increased 22.4% to ₹325.8 crore from ₹266.2 crore last year. Its revenue was up 17.8% at ₹5,336.4 crore, while its EBITDA increased 14.5% to ₹602.8 crore. The company’s EBITDA margin contracted marginally to 11.3% from 11.6% in the year-ago period.
The company’s board also recommended a final dividend of ₹1.75 apiece, equivalent to 87.5% of the face value of ₹2 each, for FY26, subject to approval at the upcoming Annual General Meeting. It has fixed May 29, 2026 as the record date for the same.
Shares of Uno Minda are trading 3.6% lower on Monday at ₹1,081.4. The stock is still down 16% on a year-to-date basis.
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