Uno Minda Limited · NSE:UNOMINDA
Uno Minda — Q2 FY2026 Earnings Presentation
40 slides from Uno Minda's earnings presentation, Nov 7, 2025
Slide 1: Filing cover letter to stock exchanges
Uno Minda Limited IIJIC•l[MINDA ] --.:>..:itlVING THE NEW- Ref. No. Z-IV/R-39/D-2/NSE/207 & 174 Date: November 07, 2025 National Stock Exchange of India Ltd. BSE Ltd. Listing Deptt., Exchange Plaza, Floor - 25, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Sandra (E), Dalal Street, Mumbai-400 001
Slide 2: Investor Presentation November 2025
INVESTOR PRESENTATION November 2025
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 09 05. Annexures 18 06. Overview: Uno Minda Group 21 3
Slide 5: Industry Highlights for Q2 FY26
INDUSTRY HIGHLIGHTS FOR Q2 FY26 Auto Industry growth across all Rare earth magnet supply issues Segments Industry exploring alternate sourcing arrangements due to China’s curb on rare earth magnets Growth in PV and 2W segment at 4% and 11% respectively on YoY driven by exports volume and As per medi
Slide 6: Key Operational Highlights for Q2 FY26
KEY OPERATIONAL HIGHLIGHTS FOR Q2 FY26 AW4W Kharkhoda plant phase 1 Record Domestic sales for 2W under commissioning Switch Phase 1 of new plant for AW4W Kharkhoda with 60K Increase in market share along with favorable capacity is under commissioning customer mix supported by domestic volume growth
Slide 7: Financial Information & Recent Updates
FINANCIAL INFORMATION & RECENT UPDATES 6
Slide 8: Key Financial Highlights for the Quarter
KEY FINANCIAL HIGHLIGHTS FOR THE QUARTER Group Revenues (Including JVs and Consolidated Revenues increased by Associates) (Unaudited) higher by 14% 13% Y-o-Y to Y-o-Y Rs 6,191 Cr Rs 4,814 Cr for the quarter for the quarter EBITDA higher by 14% Y-o-Y to EBITDA margin at Rs 552 Cr at 11.5% for the qua
Slide 9: Consolidated Financial Highlights – Q2 FY26
CONSOLIDATED FINANCIAL HIGHLIGHTS – Q2 FY26 Revenue (Rs. Cr) 13% EBITDA (Rs. Cr) 552 14% 482 173 151 45 46 4,245 4,814 288 346 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 UML Revenue PBT Interest Depreciation PAT* (Rs. Cr) Margin (%) 27% 11.4% 11.5% 239 304 4.5% 5.0% Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 UML Consol E
Slide 10: Business Review
BUSINESS REVIEW SWITCHES LIGHTING ACOUSTICS SEGMENTS SEATING CASTINGS OTHERS AFTER MARKET 9
Slide 11: Division-wise Revenue Mix
DIVISION-WISE REVENUE MIX Q2 FY25 (%) Q2 FY26 (%) Others Switches 22% 25% Others 21% Switches 25% Acoustics 4% Acoustics 4% Seatings 7% Seatings 7% Lighting Casting Lighting 23% 19% 23% Casting 20% 10
Slide 12: Business Review
BUSINESS REVIEW Product Segment Revenue Growth ( Figures in Rs. Cr) Key updates 25% 25% 25% 25% 25% 1,057 1,045 1,144 1,111 1,176 • Market share gain in Domestic 2W Switch • Shifting cum expansion of UMRPL plant to Farrukhnagar progressing well. Switches Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 23% 24% 23
Slide 13: Business Review
BUSINESS REVIEW Product Segment Revenue Growth ( Figures in Rs. Cr) Key updates 4% 4% 4% 4% 4% 186 184 189 187 190 • Muted demand in European auto market • Shifts in European OEM from dual horn to single horn impacting Clarton Horn volumes Acoustic Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 7% 7% 7% 7% 7% •
Slide 14: Revenue Breakups Q2 FY26
REVENUE BREAKUPS Q2 FY26 OR CV 3W 1% International Aftermarket 3% 3% 9% 7% 4W 45% 2W 48% India OEM 91% 93% Geography-wise Breakup Channel-wise Breakup Segment -wise Breakup 13
Slide 15: Project Expansion Update
Project Expansion Update Total Cost (In Rs Expected Sr Product Line Entity Location Capacity Status Crs) SOP Q4 FY28 Phase 1 for 60k Wheel p.m. 1 4W Alloy Wheels Uno Minda Ltd 542 Kharkhoda 120k Wheel p.m. Phase 2 under commissioning Expansion cum 2 4W Lighting PTMA 210 Indonesia Q4 FY26 Project und
Slide 16: Recent Recognitions
Recent Recognitions Red Dot Award: Design Concept 2025 Great Place To Work® in the Cars & Motorcycles category Certified™ for its Tech Demonstrator the TD225, first For 5 Years Consecutive showcased at the Auto Expo 2025 CII Best CFO Award for 2024-25: Auto and Auto Ancillary Sector awarded to Group
Slide 17: Corporate Social Responsibility Initiatives
Corporate Social Responsibility Initiatives Inaugurated its 18th Samarth Jyoti 12th Valedictory Function at the Samarth- Center in Kaggalahalli, Harohalli, Jyoti Center in Vadakkupattu, Chennai Karnataka Partners with Atypical Advantage, along with Next Bharat Ventures (an initiative of Suzuki Motor
Slide 18: Potential Kit Value (Excluding EV Specific Components)
POTENTIAL KIT VALUE* (Excluding EV Specific Components) As at the end of FY 2021 2022 2023 2024 2025 17746 15770 15798 15835 13,952 14,161 14374 14,261 14,901 13,910 14851 11,936 12,336 12,003 10,661 11,027 9,675 9,585 8,457 8,243 7645 6,978 7,181 7,324 7324 Economy Executive Premium Scooter Moped U
Slide 19: Annexures
6)e2 O15 ANNEXURE Internal
Slide 20: Consolidated Profit & Loss Statement
CONSOLIDATED PROFIT & LOSS STATEMENT Particulars (Rs. Cr) Q2 FY 26 Q1 FY 26** QoQ% Q2 FY 25 YoY% H1FY26 * H1FY25 YoY% Revenue from Operations 4,814 4,420 9% 4,245 13% 9,234 8,062 15% Raw Material 3,092 2,836 2,754 5,928 5,214 Employee Cost 636 624 528 1,260 1,045 Other Expenses 535 486 481 1,021 914
Slide 21: Financial Summary (Last 5 Years)
Financial Summary ( Last 5 Years) Particulars Unit FY25 FY24 FY23 FY22 FY21 Consolidated Revenue INR Cr 16,775 14,031 11,236 8,313 6,374 EBITDA INR Cr 1,874 1,585 1,242 885 725 EBITDA Margin % 11.2 11.3 11.1 10.6 11.4 PAT (UML Share) INR Cr 943 875 654 356 207 Net UML profit margin % 5.6 6.2 5.8 4.3
Slide 22: About Uno Minda
ABOUT UNO MINDA Internal
Slide 23: 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. ₹ 205B ($ 2.40 B) * TOP 200 76 The company has a well diversified product portfolio with marquee cli
Slide 24: Domains & Product Groups – 4W
Domains & Product Groups – 4W 23
Slide 25: Domains & Product Groups – 2W/3W
Domains & Product Groups – 2W/3W 24
Slide 26: Domains & Product Groups – CV/OR
Domains & Product Groups – CV/OR 25
Slide 27: 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 Potential Kit Value (EV 2W) (in INR) 37,636 DC-DC Body Control Converter Module (BCM) 11,936 Off Board Charger Existing ICE EV Kit value Potential Traction Moto
Slide 28: 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 29: 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 30: 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 31: 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 32: Group Presence
Group Presence Strategic Manufacturing Location 29 Engg. Centers a=a North zone. (33) [17] {3} Manesar (7) dis (6) (8 BE Bava (Nn (5) Neemrana (2) ta Nalagarh (1) Gay (hi, Bahadurgarh (2) dy (1) cil Sonpat (1) Get} Pantnagar (3) te (1) 18 Hardware “Faruktnagar@) Ga (1) Gurugram 3 od (OM, ear G.Noida
Slide 33: Uno Minda – Engineering and R&D
UNO MINDA – Engineering and R&D 32
Slide 34: 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 35: 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 36: Top Management Team
Top Management Team Mr. Nirmal Minda Mr. Ravi Mehra Mr. Ashok Taneja Mr. Navin Paul Executive Chairman Managing Director Advisor Advisor Mr. Sunil Bohra Mr. Amit Jain Mr. Nitesh Minda Ms. Garima Garg Ms. Aditi Sharma Group CFO, CPO & Group Chief Technical Officer, Chief Marketing Officer Chief Human
Slide 37: 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 38: 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 39: 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 40: 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 39