UNO Minda Limited · NSE:UNOMINDA
UNO Minda — Q2 FY2027 Earnings Presentation
40 slides from UNO Minda's earnings presentation, Nov 5, 2026
Slide 1: Intimation to stock exchanges: Investor Presentation
Uno Minda Limited [MINDA ] ---.::>~IVING THE NEVV-- Ref. No. Z-IV/R-39/D-2/NSE/207 & 174 Date: November 05, 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 Mumba
Slide 2: Investor Presentation November 2026
INVESTOR PRESENTATION November 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 09 05. Annexures 17 06. Overview: Uno Minda Group 22 3
Slide 5: Industry Highlights for Q2 FY27
INDUSTRY HIGHLIGHTS FOR Q2 FY27 Industry Growth momentum EV Penetration continue to Continues increase Industry grew by 18% Q2 FY27 EV registration surged over 70% YoY PV posted 25 % YoY growth led by UVs e-PV Penetration increased to 8% vs 5% YoY 2W Growth at 17% YoY, exports grew by 28% e-2W Penet
Slide 6: Key Operational Highlights for Q2 FY27
KEY OPERATIONAL HIGHLIGHTS FOR Q2 FY27 Commissioned HPDC AW2W plant Record sales for Casting vertical in Bawal AW4W grew by 64% backed by capacity enhancement Four lines out of planned 6 lines starts, adding 1.0 Mn Alloy wheel capacity Aluminum Die casting grew by 65% supported by capacity increase
Slide 7: Financial Information & Recent Updates
FINANCIAL INFORMATION & RECENT UPDATES 6
Slide 8: Key Financial Highlights for Q2 FY27
KEY FINANCIAL HIGHLIGHTS FOR Q2 FY27 Group Revenues (Including JVs and Consolidated Revenues increased by Associates) (Unaudited) higher by 32% 38% Y-o-Y to Y-o-Y Rs 8,186 Cr Rs 6,655 Cr for the quarter for the quarter EBITDA higher by 33% Y-o-Y to EBITDA margin at Rs 733 Cr at 11.0% for the quarter
Slide 9: Consolidated Financial Highlights – Q2 FY27
CONSOLIDATED FINANCIAL HIGHLIGHTS – Q2 FY27 Revenue (Rs. Cr) 38% EBITDA (Rs. Cr) 733 552 33% 178 49 173 6,655 45 4,814 511 346 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 UML Console Revenue PBT Interest Depreciation PAT* (Rs. Cr) Margin (%) 38% 11.5% 11.0% 420 304 5.4% 5.7% Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 UML
Slide 10: Business Review
BUSINESS REVIEW SWITCHES LIGHTING GREEN MOBILITY SEGMENTS SEATING CASTINGS OTHERS AFTER MARKET 9
Slide 11: Division-wise Revenue Mix
DIVISION-WISE REVENUE MIX Q2 FY26 (%) Q2 FY27 (%) Others Switches 16% Others 24% 20% Switches 24% Green Mobility 10% Green Mobilty 7% Seatings 7% Seatings 7% Lighting Lighting 23% Casting 21% 22% Casting 19% 10
Slide 12: Business Review: Switches, Lighting, Castings
BUSINESS REVIEW Product Segment Revenue Growth ( Figures in Rs. Cr) Key Recent updates 25% 25% 25% 24% 24% • Sustained Domestic Volume and value growth in both 1,609 2W and 4W 1,176 1,241 1,343 1,335 • Robust growth in 2W Exports Switches Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 23% 23% 22% 21% 21% 1,381
Slide 13: Business Review: Seating, Green Mobility, Others
BUSINESS REVIEW Product Segment Revenue Growth ( Figures in Rs. Cr) Key Recent updates 7% 7% 7% 7% 7% 476 • Strategic entry into incumbent Japanese 2W OEM as 354 361 381 408 well as in new Bus passenger seat customer. • Exports continues to grow Seating Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 10% 10% 8%
Slide 14: Revenue Breakups Q2 FY27
REVENUE BREAKUPS Q2 FY27 OR 3W International Aftermarket CV 2% 3% 9% 6% 4% 4W 48% 2W India OEM 43% 91% 94% Geography-wise Breakup Channel-wise Breakup Segment -wise Breakup 13
Slide 15: Strategic Expansions Across Multiple Divisions
Strategic Expansions Across Multiple Divisions Aluminum Casting AW2W Moulding TGSIN Sunroof • Location: Hosur • Location: Kharkhoda • Location: Bangalore • Location: Chhatrapati • Location: Bawal • Rational: To meet • Rational: Enhancing • Rational: To cater to Sambhajinagar • Rational: To cater to
Slide 16: Project Expansion Update
Project Expansion Update Cost incurred Total Cost Sr Product Line Entity till 30.09.2026 Location Capacity Expected SOP Status (In Rs Crs) (In Rs Crs) Q4 FY28 Phase 1 for 60k Wheel p.m. 1 4W Alloy Wheels Uno Minda Ltd 542 479 Kharkhoda 120k Wheel p.m. Phase 2 commissioned Chhatrapati Q2 FY28 To be i
Slide 17: Project Expansion Update (Continued)
Project Expansion Update ( Continued…) Cost incurred Total Cost Sr Product Line Entity till 30.09.2026 Location Capacity Expected SOP Status (In Rs Crs) (In Rs Crs) Uno Minda Tachi-S Chhatrapati 11 Seating 320 1 New Facility Q4 FY28 Project Announced Seating Sambhajinagar Shifting Cum Q1 FY29 12 Cas
Slide 18: Annexures
6)e2 O15 ANNEXURE Internal
Slide 19: Consolidated Profit & Loss Statement
CONSOLIDATED PROFIT & LOSS STATEMENT Particulars (Rs. Cr) Q2 FY27 Q2 FY26 YoY% Q1 FY27 QoQ% H1 FY26 H1 FY26* YoY% Revenue from Operations 6,655 4,814 38% 5,557 20% 12,212 9,234 32% Raw Material 4,499 3,092 3,706 8,206 5,928 Employee Cost 753 636 719 1,472 1,260 Other Expenses 670 535 560 1,230 1,021
Slide 20: Financial Summary (Last 5 Years)
Financial Summary ( Last 5 Years) Figures in Rs Crore Particulars FY26 FY25 FY24 FY23 FY22 Consolidated Revenue 19,658 16,775 14,031 11,236 8,313 EBITDA 2,252 1,874 1,585 1,242 885 EBITDA Margin 11.5% 11.2% 11.3% 11.1% 10.6% PAT (UML Share) 1,197 943 880 654 356 Net UML profit margin 6.1% 5.6% 6.3%
Slide 21: Generating healthy FCF reinvested for growth
Generating healthy FCF reinvested for growth Figures in Rs Crore Particulars H1FY27 FY26 FY25 FY24 FY23 FY22 Net cash flows generated from operating activities 711 1,722 1,071 979 803 383 Sustaining Capex 307 562 405 424 516 31 Free Cash flows 404 1,160 666 555 287 352 Growth/Strategic Capex includi
Slide 22: 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 23: About Uno Minda
ABOUT UNO MINDA Internal
Slide 24: About Uno Minda
ABOUT UNO MINDA UNO MINDA A Leading Auto Component Player, Since 1958 Uno Minda Limited is one of the leading manufacturers and suppliers 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 wi
Slide 25: Domains & Product Groups – 4W
Domains & Product Groups – 4W 24
Slide 26: Domains & Product Groups – 2W/3W
Domains & Product Groups – 2W/3W 25
Slide 27: Domains & Product Groups – CV/OR
Domains & Product Groups – CV/OR 26
Slide 28: 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 of 2W (ICE vs EV) 37,636 DC-DC Body Control Converter Module (BCM) 11,936 Off Board Charger Existing ICE Electric Vehicle Traction Motors RC
Slide 29: 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 30: 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 31: 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 32: Aftermarket – Expanding B2C Business
AFTERMARKET- EXPANDING B2C BUSINESS 31
Slide 33: Group Presence
Group Presence Strategic Manufacturing Location Growing International Presence 72 29 HO Head RO Reg. 17 6 8 Sales 8 1 Plants Engg. Centers Office Office Warehouses Plants Office Engg. Centers Warehouse North zone. (33) [17] {3} East zone (1) Manesar (7) [6] HO Jamshedpur (1) Bawal (11) [5] Neemrana
Slide 34: Uno Minda - Engineering and R&D
UNO MINDA - Engineering and R&D Gurugram Two-tier Central R&D Engineering Centre With Organization A Focus On Advanced & Future Technology 1 Czech Republic 1 Pune, Gurugram, Chennai & Bengaluru India 4 9 Gurugram 2 Munich, Ingolstadt, Wolfsburg Germany Germany 2 5 Farukhnagar 3 Bilbao Spain 4 Ostrav
Slide 35: 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 36: Nurturing Partnerships and Affiliations
Nurturing Partnerships and Affiliations JV - Steering Wheel with M&A Horns Airbags, Body Sealing, M & A Lighting Solutions TLA for Speakers Fuel Caps, Hoses M & A Seating Systems JV - Panel & Control JV - Blow Molding TTE DAPS JV - Printed Circuit Boards JV - PV Seats TLA for EV Supply Switches, Sea
Slide 37: 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 14001 & ISO 45001 certified Community Well-Being with 30% renewable energy share and Board members (Environmental & OHS Management
Slide 38: Awards & Recognitions
Awards & Recognitions Customer Awards Mr. Nirmal Minda has been honored with the India’s Best CEO 2025 Award in 2025-26 the Auto & Auto Ancillary category by Fortune India . Uno Minda has been honored with CII Awards This recognition celebrates his visionary for Excellence in Industrial R&D 2026. le
Slide 39: Group Strengths
Group Strengths Strategic & Robust Systems Technology And Governance Driven Alliances Mechanism Long Standing Located Close To Relationships With Customer Strong system, processes with OEMs With global technology leaders supporting various product lines. experienced board to drive governance and eth
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