Uno Minda Limited · NSE:UNOMINDA
Uno Minda — Q1 FY27 Earnings Presentation
38 slides from Uno Minda's earnings presentation, Aug 4, 2026
Slide 1: Investor Presentation Filing Letter
Uno M i nda Li m it e d klJOC•l[MINDA ] '-;:)~ I V I NGi THE NeVV- Ref. No. Z-IV/R-39/D-2/NSE/207 & 174 Date: August 04, 2026 National Stock Exchange of India Ltd. BSE Ltd. Listing Deptt., Exchange Plaza, Floor - 25, Phiroze Jeejeebhoy Sandra Kurla Complex, Sandra (E), Towers, Dalal Street, Mumbai -
Slide 2: Investor Presentation August 2026
INVESTOR PRESENTATION August 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 16 06. Overview: Uno Minda Group 20 3
Slide 5: Industry Highlights for Q1 FY27
INDUSTRY HIGHLIGHTS FOR Q1 FY27 k!lt•)I MINDA] ---0;::;tlVING THE NEW-- Industry Growth momentum EV Penetration increases Continues Q1 FY27 EV registration surged over 50% YoY PV posted 17 % YoY growth led by UVs e-PV Penetration increased to 6.8% vs 4.2% YoY 2W Growth at 23% YoY, exports grew by 37
Slide 6: Key Operational Highlights for Q1 FY27
KEY OPERATIONAL HIGHLIGHTS FOR Q1 FY27 k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Enters Passenger Vehicle Seating Record sales for EV Systems business Revenues grew by 130% YoY to Rs 186 Cr Secured anchor customer order e-2W Charger- Supplies to new customer, increase SOB with existing customers To Sept
Slide 7: Financial Information & Recent Updates
FINANCIAL INFORMATION & RECENT UPDATES 6
Slide 8: Key Financial Highlights for Q1 FY27
KEY FINANCIAL HIGHLIGHTS FOR Q1 FY27 k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Group Revenues (Including JVs and Consolidated Revenues increased by Associates) (Unaudited) higher by 21% Y- 26% Y-o-Y to o-Y Rs 6,896 Cr Rs 5,557 Cr for the quarter for the quarter - --- - --- EBITDA higher by 21% Y-o-Y to
Slide 9: Consolidated Financial Highlights – Q1 FY27
CONSOLIDATED FINANCIAL HIGHLIGHTS – Q1 FY27 k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Revenue (Rs. Cr) _ ________. 26% EBITDA (Rs. Cr) 474 21% 572 177 5,557 159 46 4,420 44 283 355 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 ■ UML Console Revenue ■ PBT ■ Interest ■ Depreciation PAT* (Rs. Cr) Margin (%) 24% 10.7% 10
Slide 10: Business Review
BUSINESS REVIEW k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- SWITCHES LIGHTING GREEN MOBILITY 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-- Q1 FY26 (%) Q1 FY27 (%) Others Switches 19% 23% Others 19% Switches 25% Green Mobility 10% Green Mobilty 7% Seatings Seatings 7% 7% Lighting Lighting 23% 21% Casting Casting 20% 19% 10
Slide 12: Business Review
BUSINESS REVIEW k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Product Segment Revenue Growth ( Figures in Rs. Cr) Key Recent updates 25% 25% 25% 25% 24% • Sustained Domestic Volume growth • Increase in SOB with underpenetrated customers 1,176 1,241 1,343 1,335 1,111 • Robust growth in 2W Exports • Shifting
Slide 13: Business Review
BUSINESS REVIEW k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Product Segment Revenue Growth ( Figures in Rs. Cr) Key Recent updates 7% 7% 7% 7% 7% • Enters Passenger Vehicle Seating business with anchor customer. New plant to commissioned by Q4FY28 354 361 381 408 • Exports gained momentum 320 • Larger exp
Slide 14: Revenue Breakups Q1 FY27
REVENUE BREAKUPS Q1 FY27 k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- OR 3W International Aftermarket CV 3% 3% 11% 6% 4% 4W 45% India OEM 2W 89% 94% 45% Geography-wise Breakup Channel-wise Breakup Segment -wise Breakup 13
Slide 15: Uno Minda Enters 4W Passenger Vehicles Seating Business
Uno Minda Enters 4w Passenger Vehicles seating business k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- • Subsidiary Uno Minda Tachi-S Seating Private Limited (“UMTS”), to set up a greenfield manufacturing facility in Chhatrapati Sambhajinagar (CSN), Maharashtra for seating for four-wheeler passenger vehicles
Slide 16: Project Expansion Update
Project Expansion Update k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Cost incurred Total Cost (In Sr Product Line Entity till 30.06.2026 Location Capacity Expected SOP Status Rs Crs) (In Rs Crs) Q4 FY28 Phase 1 for 60k Wheel p.m. 1 4W Alloy Wheels Uno Minda Ltd 542 477 Kharkhoda 120k Wheel p.m. Phase 2 co
Slide 17: Annexures
6)e2 O15 ANNEXURE Internal
Slide 18: Consolidated Profit & Loss Statement
CONSOLIDATED PROFIT & LOSS STATEMENT k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Particulars (Rs. Cr) Q1 FY27 Q1 FY26* YoY% Q4 FY26 QoQ% FY26 FY26 * Revenue from Operations 5,557 4,420 26% 5,336 4% 19,658 19,589 Raw Material 3,706 2,836 3,480 12,626 12,626 Employee Cost 719 624 664 2,583 2,583 Other Expen
Slide 19: Financial Summary (Last 5 Years)
Financial Summary ( Last 5 Years) k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- 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
Slide 20: 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 21: About Uno Minda
ABOUT UNO MINDA Internal
Slide 22: 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 and suppliers of auto components and systems with leadership across key product segments. ₹ 250B ($ 2.60 B) * TOP 200 78 The company has a
Slide 23: Domains & Product Groups – 4W
Domains & Product Groups – 4W k!Ot•)I MINDA] ""'"'D~IV I NG THE NEW-- UML - 4W Lighting Uno Minda Auto Innovations Front Lig hting Rear lighting Ambient Lighting Lbgo Proj ector OHC Illuminated Logo Sad~ 64n-1 E·Alcl e 6. 6 kWOBC Rotor stator Dual Aa.ng-e Ex~nder INDPACK + DCDC+ PDU lnve.rtor ror EV
Slide 24: Domains & Product Groups – 2W/3W
Domains & Product Groups – 2W/3W k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- UML - 2W Lighting Uno Minda EV Systems Front Ughllng Rear Ughtin9 Turn Indicators Hu.b Motor Mid Drive MotOt" OIJ·Bolnl OnbOard Motor DC·DC Ctarg,e.ra Chaz-s>erS Controller COnverttw 0 Uno Minda Westport UML - 2W Switch • --- CNG
Slide 25: Domains & Product Groups – CV/OR
Domains & Product Groups – CV/OR k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- UML - Lighting Division Uno Minda Auto Innovations Front Ughtlng R" r Ughtlng Logo Pro}ector 6 .6 kW OBC + DCOC + PDIJ Multi• Controll er .., Uno Minda Westport CNG LNG Re u·1 tor UML - Casting D ivision ADAS Division &a.ke & Tra
Slide 26: Uno Minda's EV Product Portfolio (2W & 3W)
UNO MINDA’s EV PRODUCT PORTFOLIO (2W & 3W) t!Ot•)( MINDA) """"D~IVING THE NEW-- 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 IC
Slide 27: 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 28: 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 29: 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 30: Aftermarket – Expanding B2C Business
AFTERMARKET- EXPANDING B2C BUSINESS k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Uno Minda - Aftermarket, headquartered at Delhi , India has built a very strong distribution network across 5 Locations Customer Management System Process Automation continents_ It enjoys leadership position in major product c
Slide 31: Group Presence
Group Presence iliifail u111na l Strategic Manufacturing Location Growing International Presence 72 Plants II 29 Engg. Centers HO Head Office RO Reg. Office II 17 Warehouses 6 Plants II . 8 Sales Office 11 8 Engg. Centers II 1 Warehouse Manesar Bawal Neemrana --- North zone. (33) [17] {3} (7) lhlll
Slide 32: Uno Minda - Engineering and R&D
UNO MINDA - Engineering and R&D Czech Republic 4 1 Gurugram •JI 1 Two-tier Central R&D Engineering Centre With Pune, Gurugram, Chennai & Bengaluru Organization A Focus On Advanced & Future Technology India 9 Gurugram 2 Munich, Ingolstadt, Wolfsburg Germany Germany 2 5 Farukhnagar JI3 Bilbao Spain Ge
Slide 33: Uno Minda - Central R&D and Design Studio
UNO MINDA - Central R&D and Design Studio iliifail 11111111~ 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 C
Slide 34: Nurturing Partnerships and Affiliations
Nurturing Partnerships and Affiliations k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- . "'f YANAGAWA r• Fl!itM M & A Lighting Solutions r KYUSHU YANAGAWA SEIKI CO., LTD. TLA for 2W Alloy Wheel HPDC /.iii • ''iE .g~ J .ai. T0V00A 00•• 1 10l'OlA l'IIJlttO JV - Steering Wheel with Airbags, Body Sealing, Fuel C
Slide 35: 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 14001 & ISO 45001 certified Community Well-Being with 15% renewable energy share and Board me
Slide 36: Awards & Recognitions
Awards & Recognitions k!Ot•)I MINDA] Customer Awards Mr. Nirmal Minda has been honored with the India’s Best CEO 2025 Award in 1i;11 Uno Minda has been honored with the Best 2025-26 the Auto & Auto Ancillary category by Patent Portfolio Award in the Large - Glob;~m~1t, - , tft " Techn°"'gy, "' l:O r
Slide 37: Group Strengths
Group Strengths k!Ot•)I MINDA] 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 gov
Slide 38: 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 37