Unimech Aerospace and Manufacturing Ltd

📈 Unimech Aerospace Q1 FY27: Revenue Jumps 71% YoY, Order Book at ~INR280 Cr

- Q1 FY27 revenue: INR108 crores, up 71% year-on-year and 32% sequentially.

- Consolidated order book (including Hobel Bellows): ~INR280 crores as of June 30, 2026.

- Long-term supply agreement signed with FACC Austria valued at USD7.5 million over five years.

- Cumulative nuclear order wins: ~INR87 crores, with execution planned in H2 FY27.

- Consolidated gross margin for the quarter: 65%.

- EBITDA margin for the quarter: ~36.5%.

- Profit After Tax (PAT) for the quarter: ~INR28 crores, a PAT margin of 24%.

- Annualized ROCE and ROE for the quarter: ~14.3% and ~14.6% respectively.

- Working capital days: ~130 days, could increase to 160+ days by year-end.

- Manufacturing facility capacity utilization: ~58%, with an additional 10% of capacity committed to new product introductions.

- Hobel Bellows contributed INR22 crores in revenue for two months post-acquisition.

- Other income for the quarter: INR7 crores, down from INR15 crores in Q4 FY26.

- Plans to infuse ~USD10 million into Saudi JV (Dheya Engineering Technologies) in August 2026.

- Dheya Engineering Technologies looking to raise ~USD10 million; Unimech intends to participate.

- Board approved a fundraising plan of up to INR750 crores via QIP.

- Targeting meaningful growth in FY27, with Q2 expected to be stronger.