Event Type and Details:

  • The document contains the transcript of an Earnings Conference Call conducted post-announcement of Financial Results for Q2 and H1 FY27.
  • The call was hosted by Anand Rathi Shares & Stock Brokers Limited on October 28, 2026, at 11:00 A.M. IST.
  • The stated purpose was to discuss Q2 and H1 FY27 financial results and provide strategic business updates.

Management Participants:

  • Mr. Anil Kumar Puttan - Chairman and Managing Director
  • Mr. Ramakrishna Kamojhala - Whole-time Director and Chief Financial Officer
  • Mr. Rajanikanth Balaraman - Whole-time Director
  • Mr. Mani Puttan - Whole-time Director
  • Mr. Preetham S.V. - Whole-time Director
  • Mr. Aakash Jaiswal - AGM, Investor Relations

Availability of Materials:

  • The transcript of the earnings conference call is available on the company's website at https://www.unimechaerospace.com/earnings-call.
  • The document does not indicate that any presentation deck or recording would be made available separately.

Financial Period Discussed:

  • The call discussed financial results for the quarter ended September 30, 2026 (Q2 FY27) and half year ended September 30, 2026 (H1 FY27).

Financial Highlights Disclosed:

  • Q2 FY27 Revenue: INR123 crore (98% YoY growth, 14% sequential growth)
  • H1 FY27 Revenue: INR231 crore (85% YoY growth)
  • H1 FY27 achieved 96% of full-year FY26 revenue
  • Q2 FY27 PAT: INR32 crore (103% YoY growth, 24% PAT margin)
  • H1 FY27 PAT: INR60 crore (71% YoY growth)
  • H1 Gross Margin: 67% (Q2: 69%)
  • H1 EBITDA Margin: 38% (Q2: 40%)
  • Employee cost: 15% of revenue
  • Operational expenses: 14% of revenue
  • Total employees: 1,332
  • Working capital: 110 days (expected to increase to 150-160 days by FY27 end)
  • Capacity utilization: 65% (including 15-20% dedicated to new production introduction)

Strategic Business Updates:

  • Consolidated order book: INR855 crore (715% YoY increase)
  • Long-term agreements and award letters: INR589 crore
  • Qualified parts: 250+ already qualified, 340+ in pipeline (targeting 590+ by FY27 end)
  • Aerospace contracts: FACC (USD7.5M, 5-year), French Tier 1 (USD43M, 10-year), Honeywell Aerospace (10-year extendable)
  • Semiconductor business: 60 FAIs qualified, 20 more targeted by calendar year end
  • Special process automation cells being installed (anodizing, plating, heat treatment, etc.) with commissioning targeted by December 2026 and Nadcap certification by March 2027
  • Hobel Bellows integration complete, contributing 30% of H1 revenue
  • Saudi JV with Kanoo Group: USD4 million initial equity investment, commercial manufacturing readiness targeted by March-April 2027
  • Dheya Engineering: 27% equity stake, developing 20kg-100kg thrust engines, targeting certification by February 2027

Forward-looking Statements:

  • Expect H2 revenue to be higher than H1 with similar margins
  • Targeting INR1,000 crore revenue vision
  • Evaluating equity fundraise in early calendar year 2027 for expansion and MPS compliance
  • Capacity expansion plans being assessed for future growth beyond INR1,000 crore

Compliance Statement:

  • The document contains standard forward-looking statement disclaimer: "This conference call may contain forward-looking statements about the company, which are based on the beliefs, expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict."

Additional Notes Section

  • The document is a transcript of the earnings conference call submitted as a regulatory filing.
  • No financial data was disclosed in the announcement itself beyond what was discussed in the call transcript.
  • The transcript included detailed Q&A session with analysts from Yellow Investments, Systematix Group, KRIIS PMS, Serene Alpha, Antifragile Thinking, Genuity Capital, and Probity Advisors.