Uniparts India Q4 FY26: Recovery Cycle Meets Operating Leverage

Q4 FY26 revenue from operations was INR 3,389 million, EBITDA was INR 813 million, and PAT was INR 511 million, as per the consolidated results table in the presentation.

FY26 revenue from operations was INR 11,704 million versus INR 9,637 million in FY25. FY26 EBITDA was INR 2,648 million versus INR 1,668 million in FY25, and FY26 PAT was INR 1,583 million versus INR 880 million in FY25 (consolidated figures).

Based on FY26 finished goods sales in the investor presentation: Three Point Linkage was 46.6%, Precision Machined Parts 51.5%, PTO 0.9%, Fabrication 1.1%, and Others 1.1%.

The investor presentation shows FY26 revenue split as: Americas 53.2%, Europe 24.7%, Japan 5.2%, India 14.3%, and Rest of the World 2.6%.

Management stated that FY27 growth is expected to be in line with FY26 growth, Q1 is expected to be in line with Q4, and H2 FY27 is expected to be stronger than H1 FY27.

Management stated capex plans remain unchanged at about 2.5% to 3.5% of revenue.

Management said a Ludhiana facility finishing shop had a fire towards end of Q3 FY26; interim outsourcing ensured continuity, rebuilding is underway, the incident is covered by insurance, and they expect to be back online by end of the year with loss of profit coverage for additional costs.