Bengaluru maker of aero-tooling & precision parts for aerospace, defence, nuclear, semiconductor OEMs.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 4.6 | −60.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -87.2 | −111.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 2.2 | −75.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
| Return on equity | 10.25 | −11.1 pts | Trailing twelve months | TTM to Jun 2026 | Adjusted profit attributable to owners ÷ average owners’ equity. |
| Free cash flow margin | 10.42 | +31.4 pts | Fiscal year | FY ending Mar 2026 | (Operating cash flow − fixed-asset purchases + disposals) ÷ revenue. |
| Revenue growth (YoY) | 16.26 | −17.5 pts | Trailing twelve months | TTM to Jun 2026 | Revenue change against the same period one year earlier. |
Guidance
4 of 7 judged targets kept · 14 open · verdicts reflect calls analysed to Q1 FY27.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| FTWZ Operationalization | Commence operations in Q4 FY26 | Q2 FY26 | Management mentioned the FTWZ as an existing mitigation for tariff risks, implying it is now operational and has achieved its purpose after a minor delay. | Achieved |
| FY26 Revenue Growth | 35%-40% growth over FY25 (Target: ~324-336 Cr) | Q1 FY26 | Promise concluded in prior fiscal year; not discussed. | Missed |
| Working Capital Days | Increase from 100-110 days to 150-160 days | Q1 FY26 | Current working capital is 130 days. Management revised guidance upwards (unfavorably) to '160 days plus by end of this year', confirming the expected increase. | Revised Down |
3 of Unimech Aerospace and Manufacturing Limited's 21 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 18 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: ₹1,037 on 24 Oct 2025 → ₹1,615.9. High ₹1,873.1 (6 Oct 2026), low ₹706.3 (30 Mar 2026).
Overview
Based on the company's own presentations, annual report and earnings calls.
Unimech Aerospace designs and manufactures high-precision, mission-critical aero-engine and airframe tooling and ground support equipment used in aircraft manufacturing and MRO, alongside precision machined parts and electro-mechanical sub-assemblies for nuclear, defence, semiconductor and other emerging industries. It works on a build-to-print and build-to-specification model, supplying Tier-1 engine tool licensees, engine and airframe OEMs, MRO shops, nuclear PSUs and defence companies, with an export-led customer base anchored by the USA. The company has extended its platform through a 51:49 joint venture with the Kanoo Group in Saudi Arabia for machining and remanufacturing services to the oil & gas, utilities and mining sectors, and through the acquisition of Hobel Bellows, a manufacturer of metallic bellows and flexible tubing assemblies for the locomotive and power-engine sectors.
Segments
close before → close after
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Guidance
4 of 7 judged targets kept · 14 open · verdicts reflect calls analysed to Q1 FY27.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| FTWZ Operationalization | Commence operations in Q4 FY26 | Q2 FY26 | Management mentioned the FTWZ as an existing mitigation for tariff risks, implying it is now operational and has achieved its purpose after a minor delay. | Achieved |
| FY26 Revenue Growth | 35%-40% growth over FY25 (Target: ~324-336 Cr) | Q1 FY26 | Promise concluded in prior fiscal year; not discussed. | Missed |
| Working Capital Days | Increase from 100-110 days to 150-160 days | Q1 FY26 | Current working capital is 130 days. Management revised guidance upwards (unfavorably) to '160 days plus by end of this year', confirming the expected increase. | Revised Down |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 21 tracked commitments, with each call’s wording and source.
Call summaries
Unimech Aerospace and Manufacturing Limited Q1 FY27
Unimech Aerospace reported a strong Q1 FY27, with revenue growing 71% YoY to INR 108 crores and a robust EBITDA margin of 36.5%. The quarter was marked by the integration of Hobel Bellows and a significant long-term supply agreement with FACC Austria. While the order book remains healthy, the company anticipates an increase in working capital days due to its evolving business mix and long-cycle projects.
Read the full callUnimech Aero. Q4 FY26
Unimech Aerospace and Manufacturing Limited announced the strategic acquisition of Hobel Bellows, a specialized manufacturer of metallic bellows and assemblies, reporting INR 129 crores revenue and over 50% EBITDA margins in FY26. This capability-led acquisition aims to fast-track Unimech's entry into high-value precision engineering, aerospace, nuclear, and semiconductor segments. The company also reported a recovery in its core business and readiness of its FTWZ facility, with the acquisition funded through internal accruals.
Read the full callUnimech Aero. Q3 FY26
Unimech Aerospace and Manufacturing Limited reported Q3 FY26 revenues of ₹34 crores, a decline from historical run rates, primarily due to temporary slowdowns in aero tooling and elevated U.S. tariffs, which have since been reduced. Despite this, gross margins remained strong at 71%, and the company achieved a record order book of ₹210 crores, driven by significant wins in nuclear and aero tooling. Strategic initiatives like the FTWZ and a new Saudi JV are progressing well, positioning the company for improved performance and growth in FY27.
Read the full callEvery analysed call
Fundamentals
Current values with the period they cover; the trend reads across the 5 fiscal years held (Mar 2022 to Mar 2026).
Financials
Net profit, year on year: −75% (quarter to jun 2026 against jun 2025).
| Line item | Sept 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sept 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 15 | 8 | 5 | 12 | 15 | 10 | 8 | 5 |
| Expenses | 9 | 6 | 7 | 9 | 14 | 9 | 12 | 9 |
| Operating profit | 6 | 2 | -2 | 3 | 1 | 0 | -4 | -4 |
| Operating margin | 38.2% | 21.3% | −44.6% | 24.8% | 7.1% | 4.3% | −55.9% | −87.2% |
| Other income | 4 | 7 | 9 | 11 | 10 | 10 | 9 | 10 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 1 | 1 | 1 | 2 | 2 | 2 | 3 | 2 |
| Profit before tax | 9 | 8 | 6 | 12 | 9 | 8 | 2 | 3 |
| Tax rate | 41.1% | 23.1% | 18.3% | 25.0% | 32.5% | 27.7% | 6.9% | 26.3% |
| Net profit | 5 | 6 | 5 | 9 | 6 | 6 | 2 | 2 |
| EPS (₹ per share) | 1.12 | 1.16 | 1 | 1.74 | 1.17 | 1.09 | 0.37 | 0.43 |
| Line item | Mar 2025 | Mar 2026 |
|---|---|---|
| Sales | 42 | 44 |
| Expenses | 35 | 44 |
| Operating profit | 8 | 0 |
| Other income | 22 | 41 |
| Interest | 1 | 2 |
| Depreciation | 2 | 9 |
| Profit before tax | 26 | 30 |
| Net profit | 19 | 22 |
| Line item | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sept 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 22 | 25 | 25 | 25 |
| Reserves | 20 | 23 | 4 | 498 | 681 | 712 |
| Borrowings | 4 | 4 | 3 | 13 | 114 | 127 |
| Other liabilities | 5 | 7 | 9 | 14 | 50 | 59 |
| Total liabilities | 30 | 35 | 38 | 550 | 870 | 924 |
| Fixed assets | 4 | 3 | 4 | 33 | 196 | 198 |
| Capital work in progress | 0 | 0 | 0 | 5 | 12 | 3 |
| Investments | 0 | 3 | 2 | 266 | 442 | 480 |
| Other assets | 27 | 29 | 32 | 246 | 221 | 243 |
| Total assets | 30 | 35 | 38 | 550 | 870 | 924 |
| Line item | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Debtor days | 115 | 162 | 107 | 100 | 10 | 43 |
| Inventory days | 45 | 298 | 201 | 234 | 243 | 22 |
| Days payable | 85 | 136 | 80 | 185 | 102 | 121 |
| Cash conversion cycle | 76 | 324 | 229 | 149 | 152 | -56 |
| Working capital days | 271 | 200 | 196 | 110 | 367 | 131 |
| Return on capital employed | — | 8.0% | 12.0% | 12.0% | 8.0% | 5.0% |
| Dividend payout | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Ownership
Promoters hold 79.75% as of Sept 2026; institutions cut 0.36 pts since Jun 2026.
Named in the Sep 2026 filing
Every holder of Unimech Aerospace and Manufacturing Limited above SEBI's 1% disclosure line, and what changed since Jun 2026.
| Holder | Stake | Change |
|---|---|---|
| 26.22% | unchanged | |
| 14.35% | unchanged | |
| 14.35% | unchanged | |
| 14.35% | unchanged | |
| 9.57% | unchanged | |
| 2.11% | −0.77 pp | |
| AIF | 1.97% | −0.29 pp |
| AIF | 1.64% | −0.99 pp |
| 0.90% | unchanged |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
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