Investor Presentation for Financial Results of Q2 & H1 for the FY 2026-27

Uno Minda Limited [MINDA] ---.::>~IVING THE NEVV-- Ref. No. Z-IV/R-39/D-2/NSE/207 & 174 Date: November 05, 2026 National Stock Exchange of India Ltd. BSE Ltd. Listing Deptt., Exchange Plaza, Floor - 25, Phiroze Jeejeebhoy Bandra Kurla Complex, Bandra (E), Towers, Dalal Street, Mumbai - 400051 Mumbai-400001 NSE Symbol: UNOMINDA BSE Scrip: 532539 Sub: Investor Presentation Dear Sir/Madam, Please find enclosed the Investor Presentation for Financial results of Q2 &Hl for the FY 2026- The copy of the aforesaid Investor Presentation is also available on the website of the Company www.unominda.com . This is for your information and record please. Thanking you. Yours faithfully, For Uno Minda Limited ,~OA (; Tarun Kumar Srivastava ·company Secretary & Compliance Officer ICSI Mem. No. A11994 Place: Manesar, Haryana Uno Minda Limited (Corporate Office) : Village Nawada Fatehpur, P.O. Sikanderpur Bodda, Manesar, Distt. Gurgaon, Haryana - 122004, India. T: +91 124 2290427/28, 2290693/94/96 F: +91 124 2290676/95 Email:info@unominda.com,www.unominda.com Regd. Office: B-64/1, Wazirpur Industrial Area, Delhi - 110052 CIN No.: L7 4899DL 1 992PLC050333 INVESTOR PRESENTATION November 2026 SAFE HARBOR This presentation and the accompanying slides (the “Presentation”), has been prepared by Uno Minda Limited (the “Company”), 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 informationabout 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 of 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 auto ancillary 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 forsuch third-partystatements and projections. CONTENT 01. Industry Highlights 04 02. Operational Highlights 05 03. Financial Highlights 07 04. Business Review 09 05. Annexures 17 06. Overview: Uno Minda Group 22 INDUSTRY HIGHLIGHTS FOR Q2 FY27 Industry Growth momentum EV Penetration continue to Continues increase Industrygrewby18% Q2FY27EVregistrationsurgedover70%YoY PVposted25%YoYgrowthledbyUVs e-PVPenetrationincreasedto8%vs5%YoY 2WGrowthat17%YoY,exportsgrewby28% e-2WPenetrationincreasedto11.2%vs7.8%YoY New CAFE norms notified Effective from 1st April 2027, the norms seeks improvementinfuelefficiency Supports development of Alternative Fuels, Evs and Hybrid Promotes new technologies for higher energy efficiency KEY OPERATIONAL HIGHLIGHTS FOR Q2 FY27 Commissioned HPDC AW2W plant Record sales for Casting vertical in Bawal AW4W grew by 64% backed by capacity enhancement Four lines out of planned 6 lines starts, adding 1.0 Mn Aluminum Die casting grew by 65% supported by Alloywheelcapacity capacity increase in Bawal and Hosur coupled with AW2W at Supa also operated at higher capacity robustdemand utilisation,supportedby improvingdemand Expansion in Sunroof facility Impressive growth in Seating and Additional capex of Rs 85 Cr at Bawal to serve the 2W Switch incrementalordersreceived 2W Switch export grew by 35% whereas seating registered34%growth Four strategic expansion with Green Mobility vertical continue combined investment of Rs 1,415 Cr to shine GreenfieldAluminumCastingplant atHosurRs510Cr e-2W and e-3W EV systems grew by 53% posting Rs Expansion cum Relocation of AW2W in Kharkhoda Rs 291 Cr revenue supported by rising penetrations 155Cr andnewprograms Moldingfacility inBangaloreRs80Cr JVTGSINnewplant inCSNRs670Cr FINANCIAL INFORMATION & RECENT UPDATES KEY FINANCIAL HIGHLIGHTS FOR Q2 FY27 Group Revenues (Including JVs and Consolidated Revenues increased by Associates) (Unaudited) higher by 32% 38% Y-o-Y to Y-o-Y Rs 6,655 Cr Rs 8,186 Cr for the quarter for the quarter EBITDA higher by 33% Y-o-Y to EBITDA margin at Rs 733 Cr at 11.0% for the quarter for the quarter PAT(UML share excluding exceptional items) increased by 38% on Y-o-Y basis Rs 420 Cr for the quarter CONSOLIDATED FINANCIAL HIGHLIGHTS – Q2 FY27 Revenue (Rs. Cr) EBITDA (Rs. Cr) 552 33% 178 6,655 4,814 511 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 UML Console Revenue PBT Interest Depreciation PAT* (Rs. Cr) Margin (%) 11.5% 11.0% 5.4% 5.7% Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 UML Consol EBITDA PAT^ * PAT UML Share excluding exceptional income/expenses 8 ^ PAT excluding share of JV/Associates & exceptional income BUSINESS REVIEW SWITCHES LIGHTING GREEN MOBILITY SEGMENTS SEATING CASTINGS AFTER OTHERS MARKET DIVISION-WISE REVENUE MIX Q2 FY27 (%) Q2 FY26 (%) Others Switches Others Switches Green Mobility Green Mobilty Seatings Seatings Lighting Lighting Casting 21% Casting BUSINESS REVIEW Product Segment Revenue Growth ( Figures in Rs. Cr) Key Recent updates 25% 25% 25% 24% 24% • Sustained Domestic Volume and value growth in both 1,609 1,176 1,241 1,343 1,335 2W and 4W • Robust growth in 2W Exports Switches Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 23% 23% 22% 21% 21% 1,381 1,106 1,129 1,154 1,153 • Secured additional order for pixel based headlamp and tail lamp from recently added global OEM Lighting Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 19% 19% 18% • 60K line in Kharkhoda ramping up, additional 30K to commence in H2FY27. • HPDC Alloy wheel manufacturing plant at Bawal commenced 1,441 917 971 982 1,090 • Enhance Aluminium Die casting capacity at both Castings plant i.e. at Bawal and Hosur • Announced further expansion for Die Casting and Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 AW2W with estimated capex of Rs 665 Cr Revenue Revenue Share BUSINESS REVIEW Product Segment Revenue Growth ( Figures in Rs. Cr) Key Recent updates 7% 7% 7% 7% 7% 476 • Strategic entry into incumbent Japanese 2W OEM as 354 361 381 408 well as in new Bus passenger seat customer. • Exports continues to grow Seating Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 10% 10% 7% 7% • Alternate fuel business growth driven by increasing CNG 542 penetration 321 356 • e-2W and e-3W EV Systems growth supported by rising penetrations and new programs Green Mobility Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 20% 19% 20% 19% • Additional capex of Rs 85 Cr for Sunroof faci [Showing first 8,000 characters — download PDF for full document]