Unimech Aerospace and Manufacturing Limited reported a robust start to FY27, with consolidated revenue rising 71% year-on-year to approximately INR108 crores for the quarter ended June 30, 2026. Profit after tax (PAT) grew 46% YoY to INR28 crores, driven by steady execution in aerospace tooling and incremental contributions from its recent acquisition, Hobel Bellows. The company also secured a long-term supply agreement worth USD7.5 million with FACC Austria, marking a strategic entry into recurring aerospace component supplies.

The financial performance reflects improved demand visibility and operational efficiency. Consolidated gross margins remained healthy at 65%, while EBITDA margins stood at a robust 36.5%. Other income declined to INR7 crores from INR15 crores in the previous quarter, as treasury surplus was deployed for the Hobel Bellows acquisition. Management highlighted that the quality of earnings has strengthened, with profitability now driven primarily by underlying business operations rather than treasury income.

Strategic Developments

A key milestone during the quarter was the signing of a five-year long-term supply agreement with FACC Austria, a leading aerospace Tier-1 supplier. The agreement carries an initial value of USD7.5 million, with opportunities for scope expansion. This contract signifies Unimech’s transition into multi-year commercial opportunities in precision components. Additionally, the company completed 165 First Article Inspections (FAIs) and initiated engagements with six new prospective customers, expanding its pipeline across aerospace, defense, and semiconductor sectors.

Operational Highlights

Hobel Bellows contributed approximately 21% of total revenue in its first two months post-acquisition. The integration is progressing well, with discussions underway to expand product ranges in power generation and locomotive sectors. Unimech’s consolidated order book stood at approximately INR280 crores as of June 30, 2026, slightly lower than previous levels due to strong execution and customer pull-ins. In the energy sector, cumulative nuclear order wins reached approximately INR87 crores, with execution planned for the second half of FY27.

What the Numbers Show

The shift in revenue composition indicates a successful diversification strategy. While aero tooling still dominates at 76% of revenue, the precision component and assembly businesses are gaining traction. The decline in other income, coupled with stable operating margins, suggests that core operational efficiencies are offsetting the loss of treasury gains. Furthermore, the company’s decision to advance capacity investments earlier than planned signals confidence in converting current qualification programs into serial production orders.

Outlook and Capital Allocation

Management expects Q2FY27 to be stronger, benefiting from a full quarter of Hobel Bellows consolidation and continued tooling demand. Working capital days are expected to rise from 130 days to over 160 days by year-end due to longer production cycles in new aerospace and nuclear programs. The company also approved a board resolution to raise up to INR750 crores via Qualified Institutional Placement (QIP) to meet minimum public shareholding norms and fund future capacity expansions, including its Saudi Arabia joint venture with Yusuf Bin Ahmed Kanoo Group.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE0U3I01011/16814287-a0c3-4d03-af87-5a00462ee389.pdf

Unimech Aerospace and Manufacturing Limited has scheduled its 10th Annual General Meeting (AGM) for Friday, August 28, 2026, at 11:00 AM IST. The meeting will be conducted through Video Conferencing or Other Audio-Visual Means (VC/OAVM), in compliance with Ministry of Corporate Affairs (MCA) General Circular No. 03/2025 dated September 22, 2025, and Securities and Exchange Board of India (SEBI) regulations. This virtual format allows shareholders to participate without physical presence at a common venue.

The company is facilitating remote e-voting for all members holding shares as of the cut-off date, August 21, 2026. Pursuant to Section 108 of the Companies Act, 2013, Rule 20 of the Companies (Management and Administration) Rules, 2014, and Regulation 44 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Unimech Aerospace has engaged KFin Technologies Limited to manage the electronic voting system.

E-Voting Timeline and Procedures

Shareholders can cast their votes on the resolutions proposed in the AGM notice during the remote e-voting window. The timeline for voting is structured as follows:

Once a vote is cast via remote e-voting, it cannot be changed subsequently. Shareholders who have voted remotely may attend the AGM but will not be entitled to vote again. Those who have not voted remotely can vote electronically during the AGM itself.

Accessing AGM Materials

The Notice of the AGM and the Annual Report for the financial year 2025-26 were emailed on August 4, 2026, to members with registered email IDs. A letter containing web-links and QR codes was dispatched on the same date to shareholders who have not registered their email addresses with the Company, Registrar and Share Transfer Agent (RTA), or Depositories.

These documents are also available on the company’s website at www.unimechaerospace.com and on the KFin Technologies e-voting portal. Shareholders holding physical shares who have not registered their email addresses are advised to do so via KFin Technologies Limited’s website to facilitate future communications.