Unimech Aerospace and Manufacturing has issued a cautionary statement regarding its expected financial performance for the second quarter of the fiscal year 2025-26, citing ongoing challenges related to U.S. tariffs.

Revenue and Profitability Outlook

The aerospace manufacturing company anticipates a marginal decline in revenues for Q2 FY26 compared to the previous quarter. This downturn is primarily attributed to the impact of U.S. tariffs on the company's export revenue realization. Unimech Aerospace and Manufacturing reports that customers are closely monitoring the tariff environment, resulting in delays in order pick-up.

Profit Expectations

As a consequence of the revenue slowdown, the company also expects a decline in quarterly profits compared to the preceding quarter. The imposition of tariffs has had a substantial bearing on its business performance.

Challenges to Full-Year Guidance

In light of these prevailing headwinds, Unimech Aerospace and Manufacturing acknowledged that achieving its previously communicated full-year revenue guidance for FY26 may pose challenges. The company plans to provide more detailed information during its upcoming earnings call.

Mitigating Measures

Despite the challenges, the company reports that customer confidence remains resilient, as evidenced by its order book. Unimech Aerospace and Manufacturing is taking proactive measures to safeguard its business and restore revenue momentum, including:

1. Exploring various modalities of shipments invoiced to U.S. customers for goods distributed to other countries.
2. Extending support to establish Free Trade Warehouse Zones (FTWZ) for customers who procure for U.S. consumption.

Management Statement

Akash Shetty, Company Secretary & Compliance Officer, stated, "We are committed to transparency and keeping our stakeholders informed of material developments. While we face challenges due to the current tariff situation, we are actively working on strategies to mitigate its impact on our business."

Unimech Aerospace and Manufacturing continues to navigate the complexities of international trade dynamics, particularly focusing on addressing the challenges posed by U.S. tariffs. Investors and stakeholders are advised to monitor further updates from the company, especially during the upcoming earnings call, for a more comprehensive understanding of the financial impact and strategic responses to these challenges.

Unimech Aerospace and Manufacturing Limited , a key player in the aerospace manufacturing sector, has resubmitted its financial results for the quarter ended June 30, 2025, in machine-readable format following a request from the National Stock Exchange (NSE). The company's performance for the quarter shows robust growth and significant utilization of its IPO proceeds.

Financial Highlights

Unimech Aerospace reported impressive consolidated financial results for Q1 FY26:

The company's consolidated revenue from operations stood at Rs 6,298.85 lakhs, while its profit after tax reached Rs 1,912.43 lakhs for the quarter. On a standalone basis, Unimech Aerospace achieved a revenue of Rs 1,170.55 lakhs and a profit after tax of Rs 886.20 lakhs.

IPO Proceeds Utilization

Unimech Aerospace has made significant progress in utilizing its IPO proceeds:

• Total IPO proceeds received: Rs 23,091.10 lakhs
• Amount utilized: Rs 11,293.10 lakhs
• Remaining unutilized: Rs 11,798.00 lakhs

The company has strategically allocated these funds across various objectives outlined in its offer document, including capital expenditure for expansion, working capital requirements, and investments in its material subsidiary.

New Appointment

In a key management change, Unimech Aerospace has appointed Akash Shetty as the new Company Secretary and Compliance Officer, effective July 24, 2025. This appointment follows the resignation of the previous compliance officer earlier in the month.

Resubmission of Financial Results

The resubmission of financial results came after the NSE flagged that two pages of the original submission were not in the required machine-readable format. Unimech Aerospace promptly addressed this issue, demonstrating its commitment to regulatory compliance and transparency.

In its communication to the stock exchanges, the company stated, "We regret the oversight and assure you of our commitment to comply with all applicable regulatory requirements in a timely and accurate manner."

Conclusion

Unimech Aerospace's strong financial performance, coupled with its strategic utilization of IPO proceeds and prompt response to regulatory requirements, underscores the company's robust position in the aerospace manufacturing sector. The appointment of a new Company Secretary further strengthens its corporate governance structure as it continues to navigate growth opportunities in the industry.