Uno Minda Limited · NSE:UNOMINDA
Uno Minda — Q4 FY2026 Earnings Presentation
42 slides from Uno Minda's earnings presentation, May 16, 2026
Slide 1: Exchange filing cover letter: Investor Presentation
Uno Minda Limited [MINDA] -.:>~ I V I NG THE NEv,,r-- Ref. No. Z-IV/R-39/D-2/NSE/207 & 174 Date: May 16, 2026 National Stock Exchange of India Ltd. BSE Ltd. Listing Deptt., Exchange Plaza, Floor - 25, Phiroze Jeejeebhoy Bandra Kurla Complex, Bandra (E), Towers, Dalal Street, Mumbai - 400051 Mumbai-4
Slide 2: Investor Presentation May 2026
INVESTOR PRESENTATION May 2026
Slide 3: Safe Harbor
SAFE HARBOR This presentation and the accompanying slides (the “Presentation”), has been prepared by Uno Minda Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the ba
Slide 4: Content
CONTENT 01. Industry Highlights 04 02. Operational Highlights 05 03. Financial Highlights 07 04. Business Review 11 05. Annexures 20 06. Overview: Uno Minda Group 24 3
Slide 5: Industry Highlights for Q4 FY26
INDUSTRY HIGHLIGHTS FOR Q4 FY26 Industry Growth momentum EV Penetration increases Continues FY26: e-2W registration cross 1.4 Mn, penetration increase to 6.5% Q4FY26 : 2W posted impressive 21% YoY growth e-PV registration at 2.0 Lakhs, penetration increase to PV posted 11 % YoY growth 4.2% PV and 2W
Slide 6: Key Operational Highlights for Q4 FY26
KEY OPERATIONAL HIGHLIGHTS FOR Q4 FY26 Announced second plant for PV EV Record sales for 2W Switch and powertrain in CSN 2W Light business To assemble and manufacture EDU and DHT Exports, sustained domestic volume growth Backed by anchor customer coupled with increase in SOB with Project cost Rs 550
Slide 7: Financial Information & Recent Updates
FINANCIAL INFORMATION & RECENT UPDATES 6
Slide 8: Key Financial Highlights for Q4 FY26
KEY FINANCIAL HIGHLIGHTS FOR Q4 FY26 Group Revenues (Including JVs and Consolidated Revenues increased by Associates) (Unaudited) higher by 15% Y- 18% Y-o-Y to o-Y Rs 6,829 Cr Rs 5,336 Cr for the quarter for the quarter EBITDA higher by 14% Y-o-Y to EBITDA margin at Rs 603 Cr at 11.3% for the quarte
Slide 9: Key Financial Highlights for FY26
KEY FINANCIAL HIGHLIGHTS FOR FY26 Group Revenues (Including JVs and Consolidated Revenues* increased by Associates) (Unaudited) increased 17% Y-o-Y to by 17% Y-o-Y to Rs 19,589 Cr Rs 25,203 Cr for the year for the year EBITDA* higher by 16% Y-o-Y to EBITDA* margin at Rs 2,182 Cr at 11.1% for the yea
Slide 10: Consolidated Financial Highlights – Q4 FY26
CONSOLIDATED FINANCIAL HIGHLIGHTS – Q4 FY26 Revenue (Rs. Cr) 18% EBITDA (Rs. Cr) 603 527 14% 192 165 5,336 45 4,528 41 329 372 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 UML Console Revenue PBT Interest Depreciation PAT* (Rs. Cr) Margin (%) 22% 11.6% 11.3% 266 326 5.2% 5.4% Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 UML
Slide 11: Consolidated Financial Highlights – FY26
CONSOLIDATED FINANCIAL HIGHLIGHTS – FY26 Revenue* (Rs. Cr) EBITDA* (Rs. Cr) 2,182 1,874 16% 17% 704 615 187 19,589 170 16,775 840 1,004 FY25 FY26 FY25 FY26 UML Console Revenue PBT Interest Depreciation PAT* (Rs. Cr) Margin* (%) 24% 11.2% 11.1% 943 1,166 5.0% 5.1% FY25 FY26 FY25 FY26 UML Consol EBITD
Slide 12: Business Review
BUSINESS REVIEW SWITCHES LIGHTING GREEN MOBILITY SEGMENTS SEATING CASTINGS OTHERS AFTER MARKET 11
Slide 13: Division-wise Revenue Mix
DIVISION-WISE REVENUE MIX Q4 FY25 (%) Others Q4 FY26 (%) 20% Switches Others Switches 25% 19% Quarter 26% Seatings 7% Seatings 7% Castings 18% Lighting Castings 22% Green Mobility Lighting Green Mobiity 22% 19% 7% 7% Others FY26 (%) FY25 (%) 19% Others Switches 18% Switches 25% 25% Seatings Year 7%
Slide 14: Business Review: Switches, Lighting, Castings
BUSINESS REVIEW Product Segment Revenue Growth ( Figures in Rs. Cr) Key updates 25% 25% 25% 25% 25% • Sustained Domestic Volume growth 1,144 1,176 1,241 1,343 • Increase in SOB with underpenetrated customers 1,111 • Robust growth in 2W Exports • Shifting cum expansion of UMRPL plant to Farrukhnagar
Slide 15: Business Review: Green Mobility, Seating, Others
BUSINESS REVIEW Product Segment Revenue Growth ( Figures in Rs. Cr) Key updates 8% 7% 7% 7% 7% • Alternate fuel business growth driven by increasing CNG 423 338 305 321 356 penetration • EV Systems record healthy growth driven by e-3W Charger business Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 • EDU Supplie
Slide 16: Revenue Breakup
REVENUE BREAKUP International Aftermarket 3W OR CV 10% 6% 3% 3% 5% Quarter 2W 42% 4W 47% India OEM 90% 94% International Aftermarket 10% 7% CV OR 3W 4% 3% 3% 2W Year 42% 4W 48% India OEM 90% 93% 15 Geography-wise Breakup Channel-wise Breakup Segment -wise Breakup
Slide 17: PV EV Powertrain Greenfield Plant at CSN
PV EV Powertrain Greenfield Plant at CSN • Uno Minda Auto Innovations Private Limited (“UMAIPL”), to set up state-of-the-art greenfield manufacturing facility in Chhatrapati Sambhajinagar (CSN), Maharashtra for high-voltage electric powertrain products for four-wheeler passenger vehicles. • Second E
Slide 18: Project Expansion Update
Project Expansion Update Total Cost Cost Incurred Expected Sr Product Line Entity Location Capacity Status (In Rs Crs) till 31.03.2026 SOP Q4 FY28 Phase 1 for 60k Wheel p.m. 1 4W Alloy Wheels Uno Minda Ltd 542 438 Kharkhoda 120k Wheel p.m. Phase 2 commissioned Chhatrapati Q2 FY28 To be implemented o
Slide 19: Environmental, Social & Governance (ESG) Updates
Environmental, Social & Governance (ESG) Updates Environmental Corporate Governance Conferred the “Best Governed Company” Additional Investment in SPV in Haryana for award at the 25th ICSI National Awards for open access of renewable power Excellence in Corporate Governance, in the ( 98 MWp Solar) L
Slide 20: Recent Recognitions
Recent Recognitions Top 3 in Automotive Innovations CII Industrial Innovation Aegis Graham Bell Awards Awards 2025 Best CEO 2025 Award - Fortune India Questel IP Excellence Award 2025 CII Design Excellence Awards19
Slide 21: Annexures
6)e2 O15 ANNEXURE Internal
Slide 22: Consolidated Profit & Loss Statement
CONSOLIDATED PROFIT & LOSS STATEMENT FY26* Particulars (Rs. Cr) Q4 FY26 Q4 FY25 YoY% Q3 FY26 QoQ% FY26 FY25 YoY% (Adjusted) Revenue from Operations 5,336 4,528 18% 5,018 6% 19,658 19,589 16,775 17% Raw Material 3,480 2,914 3,218 12,626 12,626 10,868 Employee Cost 664 586 659 2,583 2,583 2,165 Other
Slide 23: Financial Summary (Last 5 Years)
Financial Summary ( Last 5 Years) Particulars Unit FY26* FY25 FY24 FY23 FY22 Consolidated Revenue INR Cr 19,589 16,775 14,031 11,236 8,313 EBITDA INR Cr 2,182 1,874 1,585 1,242 885 EBITDA Margin % 11.1% 11.2% 11.3% 11.1% 10.6% PAT (UML Share) INR Cr 1,166 943 880 654 356 Net UML profit margin % 5.1%
Slide 24: Potential Kit Value (Excluding EV Specific Components)
POTENTIAL KIT VALUE* (Excluding EV Specific Components) As at the end of FY 2022 2023 2024 2025 2026 22,231 19,871 17746 15770 16,027 15798 15835 13,952 14,161 14374 14,261 14,901 13,910 14851 11,936 12,771 12,003 10,661 11,027 9,675 Economy Executive Premium Scooter Up to 110 CC 110-135 CC > 135 CC
Slide 25: About Uno Minda
ABOUT UNO MINDA Internal
Slide 26: About Uno Minda
ABOUT UNO MINDA UNO MINDA A Leading Auto Component Player, Since 1958 Uno Minda Limited is one of the leading manufacturers of auto components and systems with leadership across key product segments. ₹ 250B ($ 2.60 B) * TOP 200 78 The company has a well diversified product portfolio with marquee cli
Slide 27: Domains & Product Groups – 4W
Domains & Product Groups – 4W k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- u - 4W Ug ting Division UML - lnovance Front Ui,,iln9 Ambient U1Jllllin9 Ul9" !'l<l,ector OHC lllLanl,natcd Logo lladlJI! Dcdlated Hybnd Tr.,nsmw;lon E-Axle 6 . 61CWOIIC + DCDC ♦ POO Rotor C J UML - Westport Division MWTL Hydrogen -
Slide 28: Domains & Product Groups – 2W/3W
Domains & Product Groups – 2W/3W k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- u - 2W Lighting Division u - Buehler Mo ors U o Minda EV Systems A<>nt l.111111.tnu Turn Indicators H.., Noter Mid Drive Mom, OCl· U-rd Onbmrd Char us MoCDr Conm>I r DC-DC Ci:wwertor BMS Chorgcrs U L - Westport Division MWTL u -
Slide 29: Domains & Product Groups – CV/OR
Domains & Product Groups – CV/OR k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- u - Ligh ting Divis ion U L - lnovance Rcor LI E-Alcle OPAOC I U L - Westport D ivision MWTL CNG l.ffli 11egu1 mw 6.6 k W 08C + OCl>C + POU ADAS control s,,stem ~ U L - casting Division u USBO- w retcss • Tclcmabcs °""9er UML - S
Slide 30: Uno Minda's EV Product Portfolio (2W & 3W)
UNO MINDA’s EV PRODUCT PORTFOLIO (2W & 3W) Low Voltage EV Products (48V to 96V) Motor Controller Battery Management On-Board System Charger 37,636 DC-DC Body Control Converter Module (BCM) 11,936 Off Board Charger Existing ICE EV Kit value Potential Traction Motors RCD Cable Acoustic Vehicle Alert S
Slide 31: EV Strategy for Four Wheeler
EV Strategy for Four Wheeler Wall Mounted Charging Unit Battery Disconnect Under Production/Orders Won Unit 1 Battery Disconnect Unit Integrated Charging 2 AC Charging Cable Control Unit 3 Integrated Charging Control Unit (OBC + DC DC + PDU) ( Low Voltage) 4 EVSE-Wall Mount Charging Unit 5 Electric
Slide 32: Engine agnostic portfolio with potential upside from EV transition
Engine agnostic portfolio with potential upside from EV transition Alternate Fuel Domains Product Lines ICE Hybrid BEV Systems 4W Switches & HVAC Electronic & Control Seat Belts Systems Shifters Infotainment Systems Sensors Controllers ADAS, Controllers and RPAS & ADAS Sensors Cameras More than 95%
Slide 33: UML's Powertrain Focused Portfolio
UML’s Powertrain Focused Portfolio Domains Product Lines ICE H2 ICE CNG PHEV HEV BEV Electronic & Control Portable Charging Unit Systems Wall Mount Charger (EVSE) Safety & Comfort Systems Fuel Hoses/Fuel cap Lighting & Alternate Fuel Alternate Fuel Systems Light Metal & Power Tra
Slide 34: Aftermarket - Expanding B2C Business
AFTERMARKET- EXPANDING B2C BUSINESS Locations Customer Management System Process Automation ORDER MANAGEMENT SYSTEM AI/ML based demand Primary Sales forecasting tool 1600+ Business SALES APP WMS – IoT enabled SCM Partners HO – Delhi Sale Office – Dubai Secondary Sales Infor – BAAN ERP UNO STAR 1600+
Slide 35: Group Presence
Group Presence k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Strategic Manufa,c turing Location Growing Internati,o nal Presence 72 Plants It ,_ 29 Engg. Centers • Head Office Reg. Office f.1!1!111 17 liiiiil War,e houses 6 Plants • 8Sal es Office It ,_ 8 Engg. Center s ... 1 Ilia warehouse North zone. (33)
Slide 36: Uno Minda – Engineering and R&D
UNO MINDA – Engineering and R&D k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Central R&D Centre With A Focus On Advanced & Future Technology Gu rug ram Czech Republic Pune, Gurugram, Chen nai &. Bengaluru India Gurugram Munich, lngolsta dt, Wolfsbu rg Germany Germany 5 Farukhnaoar Bi[bao Spain Ostra va Cze
Slide 37: Uno Minda – Central R&D and Design Studio
UNO MINDA – Central R&D and Design Studio Locations Uno Minda’s first flagship centre for Key functional Competencies research engineering and advance technologies. Product Planning Technical Sales MISSION: Attain Technology Leadership with Simulation based Engineering Ingenious CREATors to Innovate
Slide 38: Nurturing Partnerships and Affiliations
Nurturing Partnerships and Affiliations JV- Steering Wheel with TLA for Speakers Airbags, Body Sealing, M & A Lighting Solutions Fuel Caps, Hoses M & A Seating Systems JV - Panel & Control JV- Blow Molding M&A Horns JV – Printed Circuit Boards JV – PV Seats TLA for EV Supply Equipment’s Switches, Se
Slide 39: Group Strengths
Group Strengths Strategic & Robust Systems Technology and Governance Driven Alliances mechanism Long Standing Located close to Relationships with customer With Global Technology Strong System, Processes with experienced board to drive OEMs Leaders supporting various Governance and Ethical Product Li
Slide 40: Environmental, Social & Governance (ESG)
Environmental, Social & Governance (ESG) Environmental Social Corporate Governance More than 90% of plants ISO Vision to enable Employee and Strong Corporate Governance Community Well-Being with and Board members 15% renewable energy share 14001 & ISO 45001 certified (Environmental & OHS Management
Slide 41: Awards & Recognitions
Awards & Recognitions Customer Awards Dr. Suman Minda, Mr. Nirmal Minda, has been recognized as Chairperson of the CSR wing one of India's Most Trusted Leaders 2024 2024-25 of Uno Minda, has been by Great Place to Work! honored with the prestigious This prestigious honor is a testament to Hurun Indi
Slide 42: Thank You
Thank You Corporate Office For further information, please contact Follow us on Address: Village Nawada Fatehpur, P.O. Sikanderpur Mr. Ankur Modi Badda, Manesar, Gurgaon – 122004, India. Vice President Head – Treasury, IR and Communication Website: www.unominda.com amodi@unominda.com 41