• Margin guidance: Uno Minda has maintained its full-year margin guidance of 11% (±50 basis points) despite reporting 10.3% in Q1, expecting improvements in the second half as commodity price adjustments take effect with a 1-to-2 quarter lag.
• Revenue growth outlook: Following approximately 24% growth in Q1, management expects full-year revenue growth to ideally exceed 20%, supported by strong indents and outperformance against the industry.
• Export expansion timeline: Quarterly exports crossed ₹200 crore compared to roughly ₹140 crore in Q1 last year, with newly secured export contracts expected to yield a significant revenue bump starting in FY28 to fully realize in FY29 after a two-year product cycle.
• Seating business capex: The company announced a ₹320 crore capex for a new passenger vehicle seating plant in Gujarat, which provides an incremental kit value of ₹40,000 to ₹50,000 per premium car and peak revenue potential exceeding ₹650–₹700 crore.
• EV revenue growth: Green mobility and EV controller revenue grew 24% in Q1 to ₹218 crore, and the company is scaling equipment flexibly across its plants to benefit from rising EV penetration in two-wheelers and passenger cars.