Unimech Aerospace Q1 FY26: revenue ₹62.99cr, -7.87% QoQ

What’s new

Unimech Aerospace and Manufacturing Ltd. has reported quarterly numbers for the period ended June 2025, alongside management commentary that flagged softer export demand after tariff-related news flow. The company’s reported total revenue for the quarter stood at ₹62.99 crore, down 7.87% sequentially from ₹68.37 crore. On a year-on-year basis, the same revenue line was up 6.39% versus ₹59.21 crore.

Separately, the company has also communicated its earnings schedule through BSE, with a board meeting outcome dated 12 February 2026 relating to unaudited financial results for the quarter and nine months ended 31 December 2025. The dataset also lists an upcoming earnings date of 12 February 2026.

Earnings date and board meeting timeline

As per the BSE update in the provided material, the board meeting outcome for unaudited financial results for the quarter and nine months ended 31 December 2025 was dated 12 February 2026 (04:57 pm, source: BSE). The same date is also shown as the upcoming earnings date for Unimech Aerospace and Manufacturing Ltd.

In another snapshot included in the dataset, the “Last Earnings Date” is also shown as 12 February 2026 for “Q0 FY25-26”. While the label is unusual, the date aligns with the BSE communication for the quarter ended 31 December 2025.

Q1 results: revenue dipped QoQ, YoY up

For the quarter ended June 2025, the quarterly table in the provided text shows total revenue at ₹62.99 crore, compared with ₹68.37 crore in March 2025 and ₹59.21 crore in June 2024. Operating income was reported at ₹13.91 crore, versus ₹23.58 crore in the previous quarter and ₹23.91 crore in the year-ago quarter.

Net income for the quarter was shown at ₹19.12 crore, down 34.51% QoQ from ₹29.20 crore, and down 7.30% YoY from ₹20.63 crore. Diluted normalized EPS stood at 3.76 for the quarter, compared with 5.73 in March 2025 and 4.69 in June 2024.

The same table shows operating costs rising, with total operating expense at ₹49.08 crore (up 9.57% QoQ from ₹44.79 crore). Depreciation and amortization increased to ₹5.89 crore from ₹3.94 crore in the previous quarter.

Management commentary: exports, margins, and costs

In the earnings conference call text included, management said quarterly revenue was “around INR63 crores”, up about 6% versus Q1 of the prior year, but slightly lower compared with the immediate last quarter due to “overall slowness in export market post-tariff news”. The call commentary also noted gross margin at 66%, described as similar to the prior quarter.

Management added that gross profit was impacted by higher cost of goods due to a large number of small qualification-related orders, and that the impact was mitigated by lower subcontracting costs. EBITDA for the quarter was cited at about ₹20 crore, around 31% of revenue, and described as in line with FY26 guidance.

The call commentary also stated that EBITDA was down by 23% compared to last year and compared to the “mid-last quarter”, attributing the decline largely to employee costs and operating expenses. Operating expenses were expected to be around 12% to 13% of revenue on a full-year basis, as per the same text.

Segment mix: tooling remains the largest contributor

The conference call text breaks the quarter’s revenue into two segments. Aero tooling contributed 82% of revenue, while the precision and assembly segment contributed 18%. This mix is relevant because it frames how demand shifts in exports or qualification-led orders can influence near-term margins and execution costs.

Management also noted that while growth may look slower in the first half, the second half “looks stronger” with a large number of orders expected, as per the call excerpt.

Key quarterly metrics at a glance

Stock price snapshots and IPO reference

The dataset includes multiple price points across dates. It lists Unimech Aerospace and Manufacturing CMP at ₹1,155. Another snapshot shows “Today: 935.60”, and a nearby line shows “938.70 -46.10 (-4.68%)”, with an update timestamp of Fri 29 May, 2026 at 15:49:03.

It also references a separate move “-55.35 (-7.03%)” as on 27 March 2026 at 15:51. Additionally, the provided text mentions that Unimech Aerospace shares debuted at a 90% premium at ₹1,491 on BSE on listing day.

Q1 FY27 estimates: revenue range and PAT range

The provided material includes an estimates table titled “Unimech Aerospace and Manufacturing Q1 FY27 Estimates”. It shows Q1 FY27E revenue in the range of ₹85-98 crore, against “Q1 FY26 Actual” revenue of ₹74 crore, implying +23.0% YoY growth in that table.

For profitability, the same estimates table lists Q1 FY27E net profit (PAT) at ₹15-19 crore, versus Q1 FY26 actual ₹19 crore, showing -10.2% YoY in that table. The results date is shown as July to August 2026 (indicative), aligned with the quarter ending June 2026.

Market impact: what the numbers indicate

The Q1 revenue decline of 7.87% QoQ, alongside a 34.51% QoQ drop in net income (as per the quarterly table), highlights the sensitivity of near-term profitability to operating expenses and cost lines. Total operating expense increased to ₹49.08 crore, and depreciation and amortization rose to ₹5.89 crore, both moving higher versus the March 2025 quarter.

Management’s commentary points to two operational drivers: softer exports after tariff-related developments, and cost of goods pressure from small qualification orders. At the same time, the company highlighted a 66% gross margin and an EBITDA level of around ₹20 crore (around 31% of revenue), suggesting that margins were maintained even as costs shifted within the quarter.

Why this matters

For investors tracking aerospace manufacturing suppliers, the quarter provides three signals grounded in disclosed data and commentary. First, the company reported positive YoY revenue growth (6.39%) even as sequential momentum softened. Second, the cost structure is moving, with operating expenses and depreciation rising in the quarter.

Third, the segment mix shared in the call matters because 82% revenue dependence on aero tooling makes near-term results closely linked to tooling demand and order quality. The estimates table for Q1 FY27 also sets a range-based expectation for revenue and PAT, while attaching a 12-month target band of ₹1,363-1,513.

Conclusion

Unimech Aerospace’s disclosed quarter ended June 2025 shows revenue of ₹62.99 crore, down sequentially but higher year-on-year, with net income at ₹19.12 crore and diluted normalized EPS at 3.76. Management attributed the QoQ softness to export-market slowness after tariff news while stating gross margin at 66% and EBITDA at about ₹20 crore.

The next key date in the provided material is the July to August 2026 window (indicative) for Q1 FY27 results, while the company’s board meeting outcome for the quarter and nine months ended 31 December 2025 was dated 12 February 2026.