Transcript of the earnings call held on August 04, 2026 to discuss the financial results for the quarter ended June 30, 2026.

Uno Minda Limited MINDA] --g.:tlVINGi THE Nev,,r- Ref. No. Z-IV/R-39/D-2/NSE/207 & 174 Date: August 10, 2026 National Stock Exchange of India Ltd. BSE Ltd. Listing Deptt., Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai -400 051 Mumbai-400 001 NSE Symbol: UNOMINDA BSE Scrip: 532539 Sub: - Transcript of the Earnings Call held on Tuesday, August 04, 2026 on the Financial Results (Standalone and Consolidated) for the Quarter ended June 30, 2026 Dear Sirs, Pursuant to Regulation-30 read with Schedule Ill of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Earnings Call held on Tuesday, August 04, 2026 on the Financial Results (Standalone and Consolidated) for the Quarter ended June 30, 2026. A copy of the said transcript is also uploaded on the website of the Company at: https://www.unominda com/investor/analyst-call-transcripts Thanking you. Yours faithfully, For Uno Minda Limited l-1::>1 b{?R"0a-=> l~ Tarun Kumar Srivastava Company Secretary & Compliance Officer M. No. A11994 Place: Manesar, Gurugram Encl: As above Uno Minda Umitecl (Corporate Office) : Village Nawada Fatehpur, P.O. Sikanderpur Bodda, Manesar, Distt. Gurgaan, Haryana - 122004, India. T: +91 124 2290427/28, 2290693/94/96 F: +91 124 2290676/95 Email:infa@unamindo.com,www.unaminda.com Ragd. Office: 8-64/1, Wazirpur Industrial Areo, Delhi - 110052 ON Na.: L74899DL 1992Pl.C050333 Uno Minda Limited Q1 FY27 Earnings Conference Call August 04, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recordings uploaded on the stock exchange on 4th August 2026 will prevail Management: Mr. Sunil Bohra Group Chief Financial Officer Mr. Ankur Modi Head, Corporate Finance and Communication Page 1 of 15 UNO Minda Limited August 04, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Q1 FY27 Earnings Conference Call of Uno Minda Limited. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on the date of this call. These statements do not guarantee the future performance of the company and may involve risks and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sunil Bohra, Group CFO. Thank you, and over to you, sir. Sunil Bohra: Thanks, Aleric. Good evening, everyone, and a warm welcome to all the participants. On the earnings call today, I am joined by my colleague, Ankur Modi. We have uploaded our financial results and investor presentation for Q1 FY27 on the stock exchanges and our company's website. We hope everybody had an opportunity to go through the same. I will begin with a brief overview of the macroeconomic environment, followed by the current trends in the automotive industry and then our financial and operational performance for the quarter ended June 2026, post that, we will open the floor for Q&A. Talking about the global economy and current landscape, the global economy so far in 2026 has been navigating a complex and uneven landscape. Global GDP is projected in the range of 2.5% to 3% range, resilient, but below historical averages as the world contents with persistent geopolitical tensions, elevated trade and policy uncertainty and energy price pressures that continue to fuel inflationary headwinds. Two powerful forces are shaping the global outlook, and they are pulling in opposite directions. On one side, the conflict in the Middle East is acting as a negative supply shock disrupting energy markets, elevating freight costs and injecting significant uncertainty into global trade flows. On the other, the world is experiencing an extraordinary positive technology wave driven by the accelerating deployment of AI and the broader digital transformation of industries. The net impact of these 2 forces varies significantly across countries, depending on the energy dependence, geopolitical exposure and position in the global technology value chain. Simultaneously, the restructuring of global supply chains driven by economic security concerns and geopolitical fragmentation is redrawing international trade patterns, creating both meaningful opportunities and challenges for businesses that are prepared to move with agility. India in this context stands out. Having closed FY26 with robust GDP growth of 7.7%, India enters the current fiscal year with strong foundational momentum. The external environment has introduced some moderation and Page 2 of 15 UNO Minda Limited August 04, 2026 GDP growth for the current year is projected in 6.5% to 6.9% range. Yet even at this pace, India remains firmly among world's fastest-growing major economies, supported by resilient domestic consumption, a thriving services export sector and sustained government capital expenditure that continues to catalyze private investment. Looking further ahead, the trajectory becomes even more promising. Anticipated trade agreements with the U.S., U.K. and EU are expected to significantly enhance trade flows, attract long-term private investment and strengthen India's structural growth prospects in ways that extend well beyond any single fiscal year. For Indian manufacturers with capabilities, the scale and the technology credentials to compete globally, this is a moment of genuine and historic opportunity. Moving to automotive industry overview for the first quarter of FY27, Indian automotive industry entered Q1 with powerful momentum, delivering one of its strongest quarterly performances in recent memory. Total automotive production reached a record 96.9 lakh units, a growth of 22% year-on-year, reflecting healthy domestic demand, improving exports and resilient consumption across both rural and urban markets.While elevated commodity prices and global supply chain disruptions created some input cost pressure, these headwinds have begun to moderate with OEMs partially offsetting the impact through calibrated pricing actions. Export performance was equally strong. Total vehicle exports rose nearly to 20 lakhs units during the quarter with robust demand from Latin America, Europe and Japan driving growth in two-wheelers and utility vehicles, demonstrating a broad-based recovery in global competitiveness of Indian automotive manufacturing. During the quarter, 14.5 lakhs passenger vehicles were produced, up 17% year-on-year. The electrification, premiumization and SUV-fication of the Indian market continues unabated. Electric passenger vehicle registration grew an impressive 54% year-on-year to 84,000 units with EV penetration reaching 6.8%, a meaningful inflection supported by a widening product portfolio and accelerating consumer acceptance. Two-wheelers posted production of 72.5 lakhs units, up 23% with scooters leading at 32% growth versus 18% for motorcycles. Exports reached a record high of 15.5 lakhs units, up 37%, driven by strong demand from Latin America, South Asia and Africa. In a landmark milestone for the segment, Electric two-wheeler registrations crossed 5 lakhs units for the first time in a single quarter, a clear signal that mass EV adoption in two-wheelers has moved from aspiration to reality. CVs produced 2.9 lakhs units, up 15%, backed by continued replacement demand and strong activity in the mining and cement sectors. CV exports grew 43% to approximately 3.3 lakhs units, the highest Q1 exports ever recorded for the segment. Looking ahead, following this period of strong volume expansion, the market is expected to transition t [Showing first 8,000 characters — download PDF for full document]