BSECompany Update1d ago · 27 Oct 2026, 10:21 pm

Please find enclosed the copy of Earnings Presentation on Un-audited Financial Results of the Company for the quarter and half year ended September 30, 2026, to be made to analysts/investors.

Unimech Aerospace and Manufacturing Ltd · 544322

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Unimech Aerospace and Manufacturing Ltd has announced its un-audited financial results for the quarter and half year ended September 30, 2026, with revenue reaching Rs.2,306 Mn, representing an 85% year-on-year growth. The company has secured a 10-year LTA with Honeywell Aerospace and a ~USD43mn award letter from a French Tier-1 aerospace company. The automated special-process cell installation is underway, and the Middle East expansion via the Saudi Arabia JV is progressing.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment8/10

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Unimech Aerospace and Manufacturing Ltd - 544322 - Announcement under Regulation 30 (LODR)-Investor Presentation

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October 27, 2026 National Stock Exchange of India Ltd. BSE Limited Symbol: UNIMECH Scrip Code: 544322 Sub: Investor Presentation for the quarter and half year ended 30 September 2026 Dear Sirs, In continuation to our letter dated October 22, 2026, and pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby enclose the copy of Earnings Presentation on Un-audited Financial Results of the Company for the quarter and half year ended September 30, 2026, to be made to analysts/investors. The Investors Presentation is also made available on the website of the Company at https://www.unimechaerospace.com/earnings-call. Yours Faithfully, For Unimech Aerospace and Manufacturing Limited Rashmi Gupta Company Secretary & Compliance Officer M.No: A25382 Encl: As above Unimech Aerospace and Manufacturing Limited Investor Presentation Q2 & H1 FY27 Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Unimech Aerospace and Manufacturing Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. Quarter & Half Yearly Update Q2 & H1 FY27 Message from the MD’s Desk The financial year continues to progress on a highly encouraging note for Unimech, with Q2 delivering strong momentum across our core business lines. In H1 FY27, revenue reached Rs.2,306 Mn, representing an 85% year-on-year growth driven by robust demand execution and early returns from our strategic growth initiatives. Backed by a consolidated order book of Rs.8,546 Mn, we are operating from a foundation of exceptional financial and operational strength. The most compelling part is the expanding visibility of our business model. Long-term supply agreements and award programs with premier global aerospace OEMs are successfully transitioning Unimech from short-cycle tooling into recurring, high-volume 'flying part' manufacturing. In Semiconductors, our dedicated 20-month development pipeline with global OEM major has generated commercial revenues in H1, with a sharp step-up anticipated in H2. Furthermore, with parts prove-out happening at full force, serial production scaling over coming quarters will create a compounding, multi-year revenue runway. Building scale-ready infrastructure ahead of demand is fundamental to our growth philosophy. Mr. Anil Kumar P Our automated special-process cell installation is underway, and our Middle East expansion via “ the Saudi Arabia JV ensure we possess the floor space, technical capabilities, and global presence required by top-tier OEMs. As we integrate these assets, we remain deeply focused on Chairman & Managing Director disciplined execution, prudent capital allocation, and driving sustainable, high-margin growth. The Quarter’s Scoreboard | Q2 & H1 FY27* Q2 FY27 H1 FY27 Operational Highlights Robust Financial Performance 98% 85% • Q2 revenue grew 98% YoY, EBITDA grew 164% and PAT grew 103% Revenue (Rs. Mn) 1,230.0 2,306.2 Long-term Customer Relationships 619.8 1,249.7 • Secured a 10-year LTA with Honeywell Aerospace and • ~USD43mn award letter from French Tier-1 aerospace co. Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 Capability & Capacity expansion 30% 40% 31% 38% 550.00 • Automated special-process cell installation underway, 500.00 164% 130% with NADCAP certification targeted by FY27-end. 450.00 400.00 EBITDA (Rs. Mn) & 350.00 Expanding Customer Qualification Pipeline Margins (%) 300.00 490.1 882.6 250.00 • Completed 250 FAIs across PCA customers, with 346 200.00 185.4 383.4 additional FAIs in the pipeline for qualification by year 150.00 100.00 end Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 Progressing International Expansion 22% 24% 24% 24% • Completed the first equity tranche for the Kanoo– Unimech JV, of ~USD 4mn advancing plans to establish the Saudi manufacturing facility. 103% 71% PAT (Rs. Mn) & Credit Rating Validation Margins (%) 317.7 596.4 • 'CARE A; Stable’ rating by CARE, underscoring strong 348.0 financial discipline and business fundamentals. 156.7 • ‘D&B Rating’, assigned 5A – highest rating scale Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 *Hobel consolidation wef from 1st May 2026 Order Book Total Order Book as on 30th Sept’ 26 : ~Rs. 855 Cr FAI-to-production funnel (Including Rs. 266 Cr (Confirmed PO’s) + LTA & Award Letter ~Rs. 589 Cr ) (Not Included in the Confirmed Order Book) Order book (Rs. Cr) - Confirmed PO’s only Current Industries Served FAI proved FAI pipeline 153% Semiconductor Manufacturing 60 20 Equipment Aerospace 160 322 Oil and Gas -- 4 Sep-25 Sep-26 Others 30 NA Total Order Book Breakup Total 250 346 Segmental Mix Geographical Mix 596 parts expected for qualification by end FY27 PCA Mix Key Highlights 11% Advanced Negotiations Award Letters & Long Term Supply Agreements • FACC: Long-Term Agreement (LTA) valued at USD 7.5 million for aerostructure components 91% 90% • Honeywell Aerospace: Signed a 10-year LTA for aero-engine components and control systems Aerospace Industrials (Hobel) PCA Tooling Nuclear Semi-Conductors Domestic Exports • Aerospace Tier-1 manufacturer: Received an award letter Others worth ~USD 43 million for aerostructure components. Data as on 30th September 2026 Consolidated Statement of Profit & Loss – Quarterly & Half Yearly Particulars (Rs. Mn) Q2 FY27 Q2 FY26 Y-o-Y Q1 FY27* Q-o-Q H1 FY27* H1 FY26 Y-o-Y Revenue from operations 1,230.0 619.8 98% 1,076.2 14% 2,306.2 1,249.7 85% Expenditure Material & Conversion cost 376.5 199.4 89% 380.3 -1% 756.8 412.7 83% Employee benefit expenses 192.6 130.6 47% 162.5 19% 355.1 257.3 38% Other expenses 170.8 104.3 64% 140.9 21% 311.7 196.3 59% Total Operating Expenses 739.9 434. [Showing first 8,000 characters — download PDF for full document]