Unimech Aerospace and Manufacturing Limited has released the transcript of its earnings conference call held on May 29, 2026. The call, hosted by Anand Rathi Share and Stock Brokers Ltd., featured Chairman and Managing Director Mr. Anil Kumar Puttan, Whole-time Director and CFO Mr. Ramakrishna Kamojhala, and other management team members. Mr. Puttan highlighted that Q4 FY26 was one of the company's strongest quarters, showing significant revenue and EBITDA performance and marking an inflection point for business momentum. Despite industry challenges in FY26, including tariff disruptions and customer inventory rationalization, the company remained resilient. The order book as of May 2026 stands at approximately ₹314 crore on a consolidated basis, more than double historical levels, reflecting improved demand and strategic investments. The company is strengthening its position as a global manufacturing destination, onboarding new aerospace customers, and expanding its qualified SKU base to nearly 6,000. Significant progress has been made in the energy sector, with secured orders of approximately ₹87 crore. Strategic initiatives in FY26 included formalizing a joint venture with Yusuf Bin Ahmed Kanoo Group in Saudi Arabia and the acquisition of Hobel Bellows in April 2026, which is expected to be EPS accretive. Mr. Kamojhala reported that Q4 FY26 revenue was approximately ₹82 crore, with full-year FY26 revenue crossing ₹240 crore. Gross margins stood at approximately 73% for Q4 FY26 and 70% for the full year. EBITDA margin for Q4 improved to approximately 43%, with full-year FY26 EBITDA margins at approximately 31%. Employee costs were elevated at 22% of revenue due to expansion, and operating expenses were at 16% of revenue. Depreciation increased to approximately ₹7 crore per quarter due to a new facility. Finance costs were approximately ₹15.3 crore for the year, including a one-time exchange difference. Profit After Tax (PAT) for Q4 was approximately ₹26 crore, bringing the full-year FY26 PAT to approximately ₹63 crore. ROCE and ROE for the quarter improved to 22% and 26%, respectively. Looking ahead to FY27, the company is optimistic about delivering meaningful growth, targeting Q1 FY27 revenue to surpass Q4 FY26 revenues. This outlook is supported by continued normalization in tooling offerings, ramp-up in precision component opportunities, execution of nuclear-related orders, and contributions from Hobel Bellows. Consolidated EBITDA margins are expected to remain healthy and improve over FY26. The company aims to become a globally competitive, capability-led precision engineering platform serving aerospace, defense, energy, semiconductor, and advanced industrial sectors.
