Investor Presentation

Uno M inda Lim ite d MINDA] '-;:)~I V INGi THE NeVV- Ref. No. Z-IV/R-39/D-2/NSE/207 & 174 Date: August 04, 2026 National Stock Exchange of India Ltd. BSE Ltd. Listing Deptt., Exchange Plaza, Floor - 25, Phiroze Jeejeebhoy Sandra Kurla Complex, Sandra (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 Ql for the FY 2026-27. 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 Tarun Kumar Srivastava Company Secretary & Compliance Officer ICSI Mem. No. A11994 Place: Manesar, Gurugram Uno Minda Limited (Corporate Office) : Village Nawada Fatehpur, P.O. Silcanderpur Bodda, Manesar, Oistt. 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 CN No.: L7 48990L1 992PLC050333 INVESTOR PRESENTATION August 2026 MINDA] SAFE HARBOR ""'"'D~IVING THE NEW-- 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. MINDA] CONTENT ""'"'D~IVING THE NEW-- 01. Industry Highlights 04 02. Operational Highlights 05 03. Financial Highlights 07 04. Business Review 09 05. Annexures 16 06. Overview: Uno Minda Group 20 INDUSTRY HIGHLIGHTS FOR Q1 FY27 k!lt•)I MINDA] ---0;::;tlVING THE NEW-- Industry Growth momentum EV Penetration increases Continues Q1FY27EVregistrationsurgedover50%YoY e-PVPenetrationincreasedto6.8%vs4.2%YoY PVposted17%YoYgrowthledby UVs e-2WPenetrationincreasedto9.2%vs6.2%YoY 2WGrowthat23%YoY,exportsgrewby 37% Delhi government’s EV policy 2.0 West Asia Conflict TaxreliefandincentivesonscrappingICEvehicles Supplychainspressure, No new 2Wregistrations of petrol and CNGcategory Elevated crude oil prices resulting in Global inflation fromApril2028 and moderating growth outlook owing to conflict in Aggregatorstotransitionby April2030. WestAsia. - --- - --- MINDA] KEY OPERATIONAL HIGHLIGHTS FOR Q1 FY27 ""'"'D~IVING THE NEW-- Enters Passenger Vehicle Seating Record sales for EV Systems business Revenuesgrewby 130%YoYtoRs186Cr e-2W Charger- Supplies to new customer, increase Securedanchorcustomerorder SOBwithexistingcustomers ToSeptplantinCSNwithcapexofRs320Cr ExpectedSOPQ4FY28 - --- Sunroof : Added New customer, Impressive Export growth in order book cross Rs 500 Cr Seating and 2W Switch SecuredorderfromnewcustomerforSunroof ExportscrossesRs200Crforthequarter Additional orderforElectricrollershades 2WSwitchexportgrewtoRs95Cr SeatingexportsincreasetoRs72Cr - --- - --- New strategic customer addition for 4W Lamps in India and Indonesia AddednewglobalOEMfordomesticsupplyinIndia Sec_ure_d _mor e orders and added Second customer in Indonesia FINANCIAL INFORMATION & RECENT UPDATES MINDA] KEY FINANCIAL HIGHLIGHTS FOR Q1 FY27 ""'"'D~IVING THE NEW-- Group Revenues (Including JVs and Consolidated Revenues increased by Associates) (Unaudited) higher by 21% Y- 26% Y-o-Y to Rs 5,557 Cr Rs 6,896 Cr for the quarter for the quarter - --- - --- EBITDA higher by 21% Y-o-Y to EBITDA margin at Rs 572 Cr at 10.3% for the quarter for the quarter - --- - --- PAT(UML share excluding exceptional items) increased by 24% on Y-o-Y basis Rs 296 Cr for the quarter - --- MINDA] CONSOLIDATED FINANCIAL HIGHLIGHTS – Q1 FY27 ""'"'D~IVING THE NEW-- Revenue (Rs. Cr) ________. EBITDA (Rs. Cr) 21% 572 5,557 159 46 4,420 44 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 ■ UML Console Revenue ■ PBT ■ Interest ■ Depreciation PAT* (Rs. Cr) Margin (%) 24% 10.7% 10.3% 4.8% 4.8% Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 UML Consol EBITDA PAT^ * PAT UML Share excluding exceptional income/expenses 8 ^ PAT excluding share of JV/Associates & exceptional income MINDA] BUSINESS REVIEW ""'"'D~IVING THE NEW-- SWITCHES LIGHTING GREEN MOBILITY SEGMENTS SEATING CASTINGS AFTER OTHERS MARKET MINDA] DIVISION-WISE REVENUE MIX ""'"'D~IVING THE NEW-- Q1 FY27 (%) Q1 FY26 (%) Others Switches 19% 23% Others Switches Green Mobility Green Mobilty Seatings Seatings 7% Lighting Lighting Casting Casting 20% MINDA] BUSINESS REVIEW ""'"'D~IVING THE NEW-- Product Segment Revenue Growth ( Figures in Rs. Cr) Key Recent updates 25% 25% 25% 25% • Sustained Domestic Volume growth • Increase in SOB with underpenetrated customers 1,111 1,176 1,241 1,343 1,335 • Robust growth in 2W Exports • Shifting cum expansion of UMRPL plant to Farrukhnagar progressing well • Developed Hands-On Detection Switch for 2W Switches Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 23% 23% 23% 22% • Business nomination from a new global OEM for 1,013 1,106 1,129 1,154 1,153 domestic 4W lighting supply • Won order from new customer in Indonesia for 4W Lamps • Ambient Light seeing OEMs traction Lighting Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 19% 19% 19% • Near Term headwinds receding • 60K line in Kharkhoda to fully ramp up in Q2FY27, additional 30K to commence in H2FY27. 1,090 917 971 982 824 • HPDC Alloy wheel manufacturing plant to commence Castings in H2FY27 • Enhance Aluminium Die casting capacity at both Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 plant i.e. at Bawal and Hosur Revenue Revenue Share BUSINESS REVIEW k!Ot•)I MINDA] ""'"'D~IVING THE NEW-- Product Segment Revenue Growth ( Figures in Rs. Cr) Key Recent updates 7% 7% 7% 7% 7% • Enters Passenger Vehicle Seating business with anchor customer. New plant to commissioned by Q4FY28 [Showing first 8,000 characters — download PDF for full document]