UNOMINDA Q4 FY26 Guidance vs Delivery (UNOMINDA Management Mirror)

Did UNOMINDA's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

UNO Minda Ltd (UNOMINDA) Q4FY26 Management Mirror - Mar-2026 Qtr

Financial & Margin Guidance

Management expects an FY27 EBITDA margin of ~11% (+/- 50 bps), consistent with the ~11% target maintained since the Sep'25 Qtr, with margin expansion anticipated once ongoing capital projects fully commission. The company targets long-term revenue growth at 1.4x to 1.5x the underlying auto industry, a metric reaffirmed in the Dec'25 Qtr, while purely domestic export revenues are projected to scale from ~INR 600 crores to over INR 1,500 crores over the next few years. [Status: Reaffirmed]

4 more themes on the ELITE plan.