Unimech Aerospace and Manufacturing Limited has submitted its Annual Report for FY 2025-26 to the stock exchanges and issued a notice for its 10th Annual General Meeting (AGM), scheduled to be held on Friday, August 28, 2026, at 11:00 A.M. IST through Video Conferencing (VC) / Other Audio-Visual Means (OAVM). The filing, dated August 04, 2026, was signed by Company Secretary and Compliance Officer Rashmi Gupta.

Financial Performance: Standalone and Consolidated

The company's financial performance for FY 2025-26, compared with FY 2024-25, is summarised below (all figures in Rs. Lakhs):

On a standalone basis, Total Income comprised Revenue from Operations of Rs. 4,391.59 Lakhs and Other Income of Rs. 4,087.13 Lakhs. Standalone PAT increased by 16.43% year-on-year to Rs. 2,221.66 Lakhs. The Standalone Net Worth of the Company expanded to Rs. 55,108.40 Lakhs as of March 31, 2026, against Rs. 52,318.82 Lakhs as of March 31, 2025.

On a consolidated basis, Revenue from Operations stood at Rs. 24,049.04 Lakhs compared to Rs. 24,292.58 Lakhs in FY 2024-25. Consolidated PAT declined by 24.17% year-on-year to Rs. 6,328.30 Lakhs. The Auditors' Report for FY 2025-26 does not contain any qualification, reservation, or adverse remark.

Business Overview and Key Operational Highlights

Unimech Aerospace and Manufacturing Limited is an integrated precision engineering and manufacturing platform serving critical industries including aerospace, defence, energy, and semiconductors. The company serves approximately 35 customers across North America, Europe, and India, with approximately 90% of revenues being export-driven.

Key operational highlights for FY 2025-26 include:

• Revenue from operations for FY 2025-26 stood at approximately INR 240.5 Crores; EBITDA stood at approximately INR 75.1 Crores with an EBITDA margin of 31%; Profit After Tax was approximately INR 63.3 Crores with a PAT margin of 22%.
• Gross margins remained strong at approximately 69.7%, reflecting the specialised nature of the product portfolio.
• The qualified product ecosystem expanded to more than 5,900 SKUs; the workforce grew to 853 employees.
• The manufacturing platform comprises more than 150 CNC machines with installed capacity exceeding 6.8 Lakh machine hours annually.
• The company secured a USD 4 Million Ground Support Equipment (GSE) order under the LEAP engine programme, described as among the largest orders in the company's aero-tooling business history.
• Approximately INR 87 Crores of nuclear orders were secured during the year.
• The consolidated order book at the close of FY 2025-26 stood at over INR 200 Crores, described as the highest in the company's history, comprising approximately INR 128 Crores in aero-tooling and INR 80 Crores in nuclear.

Strategic Developments

Several strategic initiatives were advanced during FY 2025-26:

Subsidiary Performance

Innomech Aerospace Toolings Private Limited, the company's material wholly owned subsidiary, reported total revenue of Rs. 20,346.96 Lakhs in FY 2025-26, compared to Rs. 21,471.76 Lakhs in FY 2024-25. Profit After Tax for the subsidiary stood at Rs. 4,133.77 Lakhs, compared to Rs. 6,459.83 Lakhs in the previous year.

Dividend and IPO Proceeds

The Board has not recommended any dividend on Equity Shares for FY 2025-26, citing the need to conserve resources for ongoing business operations and strategic growth initiatives. Regarding utilisation of IPO proceeds, out of Gross Proceeds of the Fresh Issue of Rs. 250.00 Crores, Rs. 153.30 Crores has been utilised as per the objects of the issue, with a balance of Rs. 96.70 Crores pending utilisation as of the reporting date.

10th Annual General Meeting

The 10th AGM of Unimech Aerospace and Manufacturing Limited will be held on Friday, August 28, 2026, at 11:00 A.M. IST through VC/OAVM. The cut-off date for e-voting eligibility is Friday, August 21, 2026. Remote e-voting will be open from Tuesday, August 25, 2026 (9:00 A.M. IST) to Thursday, August 27, 2026 (5:00 P.M. IST). Key agenda items include adoption of audited financial statements, re-appointment of Mr. Mani Puttan (DIN: 08042129) as Director retiring by rotation, approval for raising funds up to Rs. 750,00,00,000 (Rupees Seven Hundred and Fifty Crore) through qualified institutions placement, and approval for loans, guarantees, and investments under Sections 185 and 186 of the Companies Act, 2013.

Unimech Aerospace and Manufacturing reported its highest-ever quarterly revenue of ₹1,076.2 million for Q1FY27, marking a 71% year-on-year increase from ₹629.9 million in the corresponding period last year. The strong top-line growth was driven by robust demand in aerospace tooling and the consolidation of Hobel Bellows Private Limited and Hobel Bellows Co., acquired in April 2026. Consolidated EBITDA surged 98% YoY to ₹392.5 million, expanding margins by approximately 5 percentage points to 36.48%. Net profit after tax (PAT) rose 46% YoY to ₹278.6 million, reinforcing the company’s momentum as it transitions qualification programs into serial production.

The Board of Directors approved these unaudited standalone and consolidated financial results during its meeting held on August 03, 2026. The results were subjected to a limited review by the statutory auditors, Messrs. MSKA & Associates LLP, in compliance with Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Chairman and Managing Director Anil Kumar Puttan stated that strategic investments are translating into tangible business outcomes, with growing engagements across aerospace, semiconductor, and energy sectors expanding the company's growth platform.

Financial Performance Highlights

The following table outlines the key financial metrics for Q1FY27 compared to previous periods:

Standalone results showed a net profit of ₹220.15 lakhs, down significantly from ₹886.20 lakhs in Q1FY25, primarily due to lower other income and higher tax expenses relative to revenue. Standalone revenue from operations stood at ₹459.06 lakhs, compared to ₹1,170.55 lakhs in the prior year quarter.

Order Book and Strategic Developments

The total order book grew to ₹2,803 million as of June 30, 2026, up from ₹2,149 million in March 2026. This includes ₹1,802 million for Unimech and ₹1,001 million for Hobel Bellows. Key developments include signing a long-term supply agreement with FACC Operations GmbH, Austria, an aerospace Tier-1 supplier, for aerostructure components. The company also received a request for quotation (RFQ) from a large semiconductor equipment OEM and has strategic long-term agreements in pipeline with aerospace Tier-1s and semiconductor OEMs. A nuclear order worth ₹873 million is included in the Unimech order book.

What the Numbers Show

The divergence between EBITDA and PAT margins highlights the impact of scaling operations post-acquisition. While EBITDA margins expanded to 36.48%, PAT margins compressed to 24.2%. This compression is driven by a rise in material and conversion costs, which increased 78% YoY to ₹380.3 million, outpacing revenue growth. Additionally, finance costs rose 69% YoY to ₹19.4 million, reflecting increased leverage or interest-bearing liabilities associated with expansion. The significant jump in order book value to ₹2,803 million suggests strong future visibility, with capacity utilization expected to improve as qualification programs transition into serial production.

Corporate Governance and Meetings

The 10th Annual General Meeting (AGM) of the company is scheduled for August 28, 2026, at 11:00 A.M. IST. The meeting will be conducted through Video Conferencing or Other Audio-Visual Means (OAVM) in compliance with the Companies Act, 2013 and relevant circulars from the Ministry of Corporate Affairs and SEBI. Shareholders are advised to monitor communications for the notice and annual report for the financial year 2025-26.