* UNO Minda Limited released the transcript of its Earnings Call held on November 07, 2025, discussing the financial results for the quarter and half year ended September 30, 2025. * The company delivered its highest-ever quarterly revenues and profitability, driven by broad-based growth across product segments. * Consolidated revenue from operations for Q2 FY'26 stood at ₹4,814 crore, a robust 13.4% year-on-year (YoY) growth. * EBITDA for the quarter grew by approximately 14% to ₹552 crore, with margins improving to 11.5% despite start-up costs from new plants. * Profit after tax (PAT) attributable to shareholders for Q2 FY'26 was ₹304 crore, reflecting a healthy YoY growth of approximately 24% (27% normalized). * For H1 FY'26, consolidated revenues, excluding prior period income, were ₹9,234 crore, registering a 15% YoY growth. * Normalized PAT for H1 FY'26 stood at ₹543 crore, a 24% YoY growth. * Key business segments showed strong performance: * Switching Systems: ₹1,176 crore revenue (11% YoY growth). * Lighting Systems: ₹1,106 crore revenue (14% YoY growth), driven by LED adoption and new customer models. * Casting Business: ₹917 crore revenue (9% YoY growth), with the first phase of the 4-alloy wheel facility at Kharkhoda (60,000 wheels per month) under commissioning. * Seating Systems: ₹354 crore revenue (22% YoY growth). * The company has 10 expansion projects under implementation with an investment commitment of ₹2,356 crore. * Net debt as of September 30, 2025, was ₹2,362 crore, with a healthy net debt to equity ratio of 0.36. * ROCE was 19.6% on an annualized H1 profit basis. * ESG initiatives include targets of 60% renewable energy by 2030 and carbon neutrality by 2040. * Management expressed optimism for H2 FY'26, citing ongoing investments in EV systems, sensors, ADAS, and capacity expansions. They expect sustained growth for the remainder of FY'26.
