Mayur Uniquoters Q2 FY27 Consolidated PAT Up 42% YoY

Event Type: Q2 FY27 Earnings Conference Call hosted by Monarch Networth Capital Limited.
Date and Time: The call was held on November 05, 2026. A specific time and time zone were not mentioned in the provided transcript.
Purpose: To discuss the Un-audited Financial Results of the Company for the quarter and half year ended September 30, 2026, and to provide a business update.
Management Participants: Mr. Vinod Kumar Sharma, Chief Financial Officer, represented the management. Mr. Arun Bagaria, Executive Director, was unavailable due to a family casualty.
Moderator: The call was moderated by Mr. Rahul Dani from Monarch Networth Capital Limited.
Availability of Transcript: The submitted transcript itself is the record of the call, made available pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015, on the company's website (www.mayuruniquoters.com).

Financial Period Discussed: The call focused on the results for Q2 and H1 FY27 (quarter and half year ended September 30, 2026).

Key Financial Highlights (as stated by management):

Consolidated Basis: Revenue from operations was INR 282.95 crores (up 18% YoY), PBT was INR 79.31 crores (up 43% YoY), and PAT was INR 57.99 crores (up 42% YoY).
Stand-alone Basis: Revenue from operations was INR 252.99 crores (up 6% YoY), PBT was INR 70.46 crores (up 9% YoY), and PAT was INR 51.27 crores (up 7% YoY).
The difference between consolidated and stand-alone performance was attributed to increased sales from the company's US warehouse, where existing stock was cleared instead of new dispatches from India.

Business Updates & Forward-Looking Statements:

The company stated it has "good OEM supply orders" from the US, which have started contributing to export sales and profitability. This growth momentum is "expected to continue in next 2, 3 years."
For FY27, export OEM revenue is expected to be around INR 250-300 crores, up from approximately INR 280 crores in FY26, with further growth of 10-15% expected in subsequent years.
The PU business booked revenue of INR 6.28 crores in the quarter but is operating at 25% capacity utilization. It requires 40% utilization to reach breakeven.
The company is considering capacity expansion, with plans for a new plant in South India or in Mexico, though no final decision has been made.
Management expressed confidence in sustaining current margins (guided sustainable gross margin around 55-56%) and expects growth to continue in coming quarters.

Segment-wise Revenue for Q2 FY27 (Stand-alone) was provided:

Attachment: The data provided is the full transcript of the earnings conference call.
Financial Data: Extensive financial data and performance metrics were disclosed and discussed during the call, as detailed in the summary above.
Compliance: The submission of the transcript to the exchanges is a compliance activity under SEBI LODR Regulations. The call itself contained discussions on operational and financial performance.