Uniparts India Ltd. · NSE:UNIPARTS
Uniparts India — Q2 FY26 Earnings Presentation
26 slides from Uniparts India's earnings presentation, Nov 14, 2025
Slide 1: Uniparts India Ltd. Regulation 30 filing cover letter
UNIPARTS INDIA LTD. November 14, 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G Dalal Street, Mumbai – 400 001 Bandra Kurla Complex Bandra (E), Mumbai – 400 051 Scrip Code: 543689 Symbol: UNIPARTS Subject: Regulation 30: Presentation
Slide 2: Uniparts India Limited Earnings Presentation Q2FY26
Uniparts India Limited Addressing the core needs of the WORLD. Precision DELIVERED, Performance ASSURED Leveraging engineering competencies and a global delivery model Earnings Presentation – Q2FY26
Slide 3: Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Uniparts India Ltd (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 basis o
Slide 4: Content
Content Q 2 F Y 2 6 Pe r f o r m a n c e Business Overview Annexures Passion Innovation Integrity Excellence Team Work 3
Slide 5: Management's Message
Management’s Message Mr. Gurdeep Soni Promoter, Chairman & Managing Director The global off-highway market, after a prolonged period of softness, is showing early signs of stabilization — particularly within the construction equipment segment. Uniparts’ Q2 performance remained consistent with Q1, de
Slide 6: Operating Environment Update
Operating Environment Update Construction: Increasing spend on building AI infrastructure is aiding construction industry growth in the North American markets leading to improved end customer demand. In Europe as well, the government spends are encouraging the demand of construction equipment, espec
Slide 7: Key Takeaways from Q2FY26
Key Takeaways from Q2FY26 Total Revenue EBITDA PBT PAT Rs 2,827 Mn Rs 640 Mn Rs 505 Mn Rs 394 Mn 14.6% (YoY) 52.6% (YoY) 83.3% (YoY) 86.3% (YoY) Total Revenue EBITDA & Margins (%) PAT & Margins (%) 17.0% 20.7% 22.6% 14.6% 8.6% 12.3% 13.9% 52.6% 86.3% 2,792 2,827 640 394 2,467 578 345 419 1.3% 211 10
Slide 8: Key Takeaways from H1FY26
Key Takeaways from H1FY26 Total Revenue EBITDA PBT PAT Rs 5619 Mn Rs 1,218 Mn Rs 952 Mn Rs 739 Mn 9.7% (YoY) 38.5% (YoY) 56.5% (YoY) 60.4% (YoY) Total Revenue EBITDA & Margins (%) PAT & Margins (%) 17.2% 21.7% 9.0% 13.1% 9.7% 38.5% 60.4% 5,619 1218 739 5,122 879 460 H1FY25 H1FY26 H1FY25 H1FY26 H1FY2
Slide 9: Q2FY26 Results (Consolidated)
Q2FY26 Results (Consolidated) QoQ Figures in INR Mn Q2FY26 Q1FY26 Q2FY25 YoY Change Change Revenue from Operations 2768 2737 2414 1.2% 14.7% Other Income 59 55 53 Cost of materials consumed (including change in inventory) 846 941 907 Gross Profit Margin (As % of Revenue from Ops) 69.4% 65.6% 62.4% E
Slide 10: Revenue Distribution
Revenue Distribution Leading Presence in the Manufacture of 3PL and PMP Products Globally Healthy Revenue Mix INR Mn, Segment revenue as % of finished goods sales Product Vertical Geographical Presence 1.2% 1.5% 1.3% 2.7% 2.4% 2.3% 0.4% 1.0% 1.1% 1.3% 13.8% 14.9% 14.9% 4.9% 4.5% 5.5% FY24 45.8% 47.2
Slide 11: Content
Content Q 2 F Y 2 6 Pe r f o r m a n c e Business Overview Annexures Passion Innovation Integrity Excellence Team Work 10
Slide 12: Product Categories
Product Categories Three Point Linkage Precision Machine Parts Power Take Off Fabrication Hydraulic Cylinders Note: We do small and medium scale Fabrication, PTO ( Power Take-off) and Hydraulic components Passion Innovation Integrity Excellence Team Work 11
Slide 13: Leading Global Supplier of Critical Components Solutions
Leading Global Supplier of Critical Components Solutions 3 Point Linkage – Revenue Contribution*: 47% Precision Machined Parts – Revenue Contribution*: 50% • Tractor specific designed and validated system. • High-quality and reliable components • Allows for quick and easy for use in construction mac
Slide 14: Additional Synergistic Offerings to Extend System Boundaries
Additional Synergistic Offerings to Extend System Boundaries Power Take Off (PTO) Hydraulic Cylinders Fabrication Device used to drive implements such as Used as actuators to move mechanized Large structural parts and chassis such as Description rotary tillers, mowers and other equipment components,
Slide 15: Warehouse and Manufacturing Facilities
Warehouse and Manufacturing Facilities Dual Shore Manufacturing & Warehousing Solutions Manufacturing Location Warehouse Location Distribution Centre UIG UOI UUL UOI, Mexico 7 Manufacturing Facilities 4 Warehouses 67,320 400 kilonewton Delivery options 1 Distribution Facility in 6 in India; 3 in Lud
Slide 16: Global Delivery Model De-Risks Clients' Supply Chain
Global Delivery Model De-Risks Clients’ Supply Chain Four of the Top Five Customers have been Associated with Uniparts for Dual Shore Delivery Model over 10 years Local Direct Warehouse Trend of Customers Contribution to Sales Delivery Export Sales Top customer Top 5 customers Top 10 customers • Man
Slide 17: Future Growth Drivers
Future Growth Drivers New Product Platform Expand into Large Grow inorganically through Expand geographically in Large Tractors Construction Equipment strategic acquisitions and in Japan, Korea and (High HP) alliances. other Asia Pacific nations Passion Innovation Integrity Excellence Team Work 16
Slide 18: Key Financial Metrics – Historical
Key Financial Metrics – Historical RoCE (%) Reported EBITDA (Rs Mn) Debt / Equity 35.9 3,133 0.09x 0.10x 21.5 # 2,107 0.07x 19.5 1,668 14.4 1,218 0.02x FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 *Working Capital Days **Fixed Assets Turnover Cash Flow from Operations (Rs Mn) 2.
Slide 19: Organisational Strengths
Organisational Strengths Senior Leadership Team with vast experience and expertise in OHV Industry. Senior Leadership Team located across key geographies and time zones (US, Europe, India). 250+ Engineers / Technical Diploma holders. 50+ strong Business Development and Sales / Customer Service organ
Slide 20: Historical Profit and Loss
Historical Profit and Loss Figures in INR Mn FY23 FY24 FY25 H1FY26 Revenue from operations 13,660 11,395 9,637 5,505 Other income 162 93 212 114 Total income 13,822 11,489 9,849 5,619 Cost of materials consumed 4,966 3,966 3,118 1,944 Changes in inventories of finished goods, work-in-progress, stock
Slide 21: Historical Balance Sheet
Historical Balance Sheet Figures in INR Mn FY23 FY24 FY25 H1FY26 Figures in INR Mn FY23 FY24 FY25 H1FY26 Assets Equity and Liabilities Non - Current Assets Equity Property, plant and equipment 2,037 2,001 2,010 1,946 Equity share capital 446 451 451 451 Other equity 7,860 8,227 8,421 8,732 Right of
Slide 22: Content
Content Q 2 F Y 2 6 Pe r f o r m a n c e Business Overview Annexures Passion Innovation Integrity Excellence Team Work 21
Slide 23: Key Milestones
Key Milestones 2018 Addition to warehousing spaces 1994 2001-2003 2006 2010 in Augusta, USA 2022 2024 Incorporation Commenced Commenced Set up a Relocation of Got listed Two factories of sales to John manufacturing warehousing and warehousing facility on BSE SER certified Uniparts Deere in India, PM
Slide 24: Group Structure
Group Structure Uniparts India Ltd. (UIL) 100% Gripwel Fasteners Pvt. Ltd. Gripwel Conag Pvt. Ltd. Uniparts India GmbH Uniparts USA Ltd. (GFPL) (GCPL) (UIG) (UUL) 100% Uniparts Olsen Inc (UOI) Passion Innovation Integrity Excellence Team Work 23
Slide 25: Leadership Team and Board
Leadership Team and Board Independent Director Mr. Gurdeep Soni Mr. Paramjit Singh Soni Mr. Herbert Coenen Ms. Tanushree Bagrodia Mr. Rohit Maheshwari Promoter, Chairman & Promoter, Executive Director Non-Executive Wholetime Director & Group Chief Financial Managing Director and Vice Chairman Direct
Slide 26: Thank You
Thank You For further information, please get in touch with: Himanshu Sharma himanshu.sharma@unipartsgroup.com Go India Advisors Monali Jain Sheetal Khanduja monali@GoIndiaadvisors.com sheetal@GoIndiaadvisors.com Passion Innovation Integrity Excellence Team Work