Uno Minda Limited · NSE:UNOMINDA
Uno Minda — Q3 FY2026 Earnings Presentation
41 slides from Uno Minda's earnings presentation, Feb 5, 2026
Slide 1: Uno Minda exchange filing cover letter
Uno Minda Limited [MINDA ] --0.:tlVING THE NEVV-- Ref. No. Z-IV/R-39/D-2/NSE/207 & 174 Date: February OS, 2026 National Stock Exchange of India Ltd. BSE Ltd. Listing Deptt., Exchange Plaza, Floor - 25, Phiroze Jeejeebhoy Towers, Sandra Kurla Complex, Sandra (E), Dalal Street, Mumbai-400 001. Mumbai
Slide 2: Investor Presentation February 2026
INVESTOR PRESENTATION February 2026
Slide 3: Safe Harbor
SAFE HARBOR k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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
Slide 4: Content
CONTENT k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 Q3 FY26
INDUSTRY HIGHLIGHTS FOR Q3 FY26 k!lt•)I MINDA] ---0;::;tlVING THE NEW-- GST cut boosts Industry Growth Budget 2026 positive for Auto PV & 2W posted impressive growth Sector Entry level/small cars outpace UVs Budget’s measures related to Infra Capex increment, CV & OR segment grows by 17% & 32% resp.
Slide 6: Key Operational Highlights for Q3 FY26
KEY OPERATIONAL HIGHLIGHTS FOR Q3 FY26 k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- UMBM becomes 100% Subsidiary Record Domestic sales for 2W UML acquired the remaining stake of Buehler motors Switch in UMBM to make it 100% subsidiary Favorable customer mix supported by domestic volume growth drove the str
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 k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Group Revenues (Including JVs and Consolidated Revenues increased by Associates) (Unaudited) higher by 21% Y- 20% Y-o-Y to o-Y Rs 6,476 Cr Rs 5,018 Cr for the quarter for the quarter - --- - --- EBITDA higher by 21% Y-o-Y
Slide 9: Consolidated Financial Highlights – Q3 FY26
CONSOLIDATED FINANCIAL HIGHLIGHTS – Q3 FY26 k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Revenue (Rs. Cr) _ _______. 20% EBITDA (Rs. Cr) 457 158 21% 554 179 c- 53 5,018 I'- 47 4,184 325 261 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 ■ UML Revenue ■ PBT ■ Interest ■ Depreciation PAT* (Rs. Cr) Margin (%) 10.9% 11.0% __
Slide 10: Business Review
BUSINESS REVIEW k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- SWITCHES LIGHTING ACOUSTICS SEGMENTS SEATING CASTINGS OTHERS AFTER MARKET 9
Slide 11: Division-wise Revenue Mix
DIVISION-WISE REVENUE MIX k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Q3 FY25 (%) Q3 FY26 (%) Others Switches 22% 25% Others 22% Switches 25% Acoustics 4% Acoustics 4% Seatings 7% Seatings 7% Lighting Casting Lighting 24% 19% 23% Casting 18% 10
Slide 12: Business Review: Switches, Lighting, Castings
BUSINESS REVIEW k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Product Segment Revenue Growth ( Figures in Rs. Cr) Key updates 25% 25% 25% 25% 25% • Favourable Customer Mix 1,144 1,111 1,176 1,241 1,045 • 2W Export Recovers • Shifting cum expansion of UMRPL plant to Farrukhnagar progressing well Switches Q3F
Slide 13: Business Review: Acoustic, Seating, Others
~ BUSINESS REVIEW -o~,v~~f!"INDA] HE NEW-- Product Segment Revenue Growth ( Figures in Rs. Cr) Key updates 4% 4% 4% 4% 4% 189 190 210 • Stable growth in Domestic Acoustic Business 184 187 • Europe Business also recorded growth Acoustic Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 7% 7% 7% 7% 7% • Growth drive
Slide 14: Revenue Breakups Q3 FY26
REVENUE BREAKUPS Q3 FY26 k!lt•)( MINDA] --0.'llVING THE NE'VV-- OR 3W International Aftermarket CV 3% 3% 10% 7% 4% 4W 48% 2W 42% India OEM 90% 93% Geography-wise Breakup Channel-wise Breakup Segment -wise Breakup 13
Slide 15: Project Expansion Update
Project Expansion Update k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 commissioned Q2 FY28 To be implemented over next
Slide 16: Environmental, Social & Governance (ESG) Updates
Environmental, Social & Governance (ESG) Updates - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -• k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Environmental Corporate Governance Conferred the “Best Governed Company” Additional Investment in SPV in Gujarat for awa
Slide 17: Recent Recognitions
Recent Recognitions -------------------------------------------• k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Top 30 IP-Driven Organizations -CII CII Industrial Innovation Industrial IP Awards 2025. Awards 2025 Best CEO 2025 Award - Fortune India Questel IP Excellence Award 2025 CII Design Excellence Award
Slide 18: Annexures
6)e2 O15 ANNEXURE Internal
Slide 19: Consolidated Profit & Loss Statement
CONSOLIDATED PROFIT & LOSS STATEMENT k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Particulars (Rs. Cr) Q3 FY 26 Q2 FY 26 QoQ% Q3 FY 25 YoY% 9MFY26* 9MFY25 YoY% Revenue from Operations 5,018 4,814 4% 4,184 20% 14,252 12,246 16% Raw Material 3,218 3,092 2,740 9,146 7,954 Employee Cost 659 636 534 1,919 1,578
Slide 20: Key Ratios (Last 5 Years)
Key Ratios ( Last 5 Years) k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- ROE (%) ROCE (%) 19.3 19.2 19.8 18.9 17.2 17.7 15.8 12.5 13.1 10.0 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Dividend Payout (%) Net Debt to Equity (X) 0.34 13.1 13.0 13.7 0.31 11.2 12.0 0.24 0.25 0.15 FY21 FY22 FY23 FY24 FY25
Slide 21: Financial Summary (Last 5 Years)
Financial Summary ( Last 5 Years) k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 N
Slide 22: 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 23: About Uno Minda
ABOUT UNO MINDA Internal
Slide 24: About Uno Minda
ABOUT UNO MINDA k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 diversif
Slide 25: 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 26: 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 27: 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 28: Uno Minda's EV Product Portfolio (2W & 3W)
UNO MINDA’s EV PRODUCT PORTFOLIO (2W & 3W) ,wot•)( MINDA] ---.::>~IVING THE NEW- 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 IC
Slide 29: EV Strategy for Four Wheeler
EV Strategy for Four Wheeler k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 EVS
Slide 30: Engine agnostic portfolio with potential upside from EV transition
Engine agnostic portfolio with potential upside from EV transition k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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
Slide 31: UML's Powertrain Focused Portfolio
UML’s Powertrain Focused Portfolio ""'"'D~IVING THE NEW-- 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
Slide 32: Aftermarket – Expanding B2C Business
AFTERMARKET- EXPANDING B2C BUSINESS k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Locations Customer Management System Process Automation 1600+ Business Partners HO – Delhi Sale Office – Dubai - ·•· 0 SALES ORDER MANAGEMENT SYSTEM Primary Sales APP ® AI/ML based demand forecasting tool ~ WMS – IoT enabled S
Slide 33: 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 34: 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 35: Uno Minda – Central R&D and Design Studio
UNO MINDA – Central R&D and Design Studio k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 Engi
Slide 36: Nurturing Partnerships and Affiliations
Nurturing Partnerships and Affiliations k!Ot•)I MINDA] ""'"'D~IV I NG THE NEW-- • i'jl; T'0'Y0CA cao ■ a1 JV- Steering Wheel with -~"' tOIOU, TSUSHO e ew,w !•! 0 TLA for Speakers Airbags, Body Sealing, M & A Lighting Solutions Fuel Caps, Hoses • llll KYORAKU /4i I(~ .-.. 0 ... .. .. • IB TOK/11RIK/l
Slide 37: Top Management Team
Top Management Team k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 Office
Slide 38: Group Strengths
Group Strengths k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 var
Slide 39: Environmental, Social & Governance (ESG)
Environmental, Social & Governance (ESG) k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 cert
Slide 40: Awards & Recognitions
Awards & Recognitions k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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 prestigi
Slide 41: 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 40