Unimech Aerospace Q2 Results: Earnings Call Recording Now Available

Unimech Aerospace and Manufacturing Limited has made the audio recording of its earnings call publicly available on its website. The call, held on August 04, 2026, focused on the company’s overview, business highlights, and financial performance for the quarter ended June 30, 2026. This disclosure provides investors with direct access to management’s commentary on the un-audited results for Q2FY27.

The release was made pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Rashmi Gupta, Company Secretary & Compliance Officer (M. No: A25382), signed the communication addressed to the National Stock Exchange of India Ltd. and BSE Limited.

Disclosure Details

The company notified both stock exchanges where it is listed. The audio recording is hosted on the company's official website at https://www.unimechaerospace.com/earnings-call .

Parameter	Detail
Company	Unimech Aerospace and Manufacturing Limited
Exchange Symbol	UNIMECH
BSE Scrip Code	544322
Call Date	August 04, 2026
Period Covered	Quarter ended June 30, 2026
Regulatory Basis	Regulation 30, SEBI LODR Regulations, 2015

Compliance and Access

The filing confirms that the earnings call took place on August 04, 2026. The recording covers the un-audited financial results for the quarter ended June 30, 2026. Investors seeking detailed insights into the company's operational updates and financial metrics for this period can access the recording via the provided link.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+5.90%	+10.88%	+15.47%	+42.03%	+19.31%	-3.06%

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:

Particulars (INR Mn):	Q1 FY27	Q1 FY26	Y-o-Y Change	Q4 FY26	Q-o-Q Change
Revenue from Operations:	1,076.2	629.9	+71%	818.0	+32%
Total Revenue:	1,149.5	744.3	+54%	965.6	+19%
EBITDA:	392.5	197.9	+98%	352.4	+11%
EBITDA Margin (%):	36.48%	31.42%	+5.06%	43.1%	-6.62%
Profit Before Tax:	366.9	242.0	+52%	315.9	+16%
Net Profit After Tax:	278.6	191.2	+46%	261.0	+7%
PAT Margin (%):	24.2%	25.7%	-1.5%	27.0%	-2.8%

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.