MINDACORPNSEQ1 FY2026August 12, 2025

Minda Corporation Limited

3,244words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
ast), Mumbai - 400 051 Scrip Code: MINDACORP Head - Listing Operations, BSE Limited, P.J. Towers, Dalal Street, Fort, Mumbai – 400 001 Scrip Code: 538962 Sub: Earnings Presentation on the U n -
₹ 7,472
m Minda at a Glance A significant player in the global automotive industry for over six decades ₹ 7,472 Cr FY25 Group Revenue* ₹ 5,056 Cr FY25 Consol Revenue 32 Manufacturing Plants 18,000+ Workforce
₹ 5,056
cant player in the global automotive industry for over six decades ₹ 7,472 Cr FY25 Group Revenue* ₹ 5,056 Cr FY25 Consol Revenue 32 Manufacturing Plants 18,000+ Workforce Vehicle access Electrical Dist
4%
Operations team Business Verticals Customer Centric 900+ Engineering Headcount 310+ Patents 4% R&D Spend 2 Advanced Tech Centre 7 Engineering Centres Engineering Focussed JVs & Strategic
1.3%
s Page 2 Indian Automotive Industry Performance Q1 FY26 Growth (Q-o-Q) Q1 FY26 Growth (Y-o-Y) (1.3%) 8.06 7.95 0.9% 5.85 5.90 Production Volumes in Millions 1.9% 7.81 7.95 0.7% 5.86 5.90
0.9%
utomotive Industry Performance Q1 FY26 Growth (Q-o-Q) Q1 FY26 Growth (Y-o-Y) (1.3%) 8.06 7.95 0.9% 5.85 5.90 Production Volumes in Millions 1.9% 7.81 7.95 0.7% 5.86 5.90 20.8% (13.7%) (1
1.9%
o-Q) Q1 FY26 Growth (Y-o-Y) (1.3%) 8.06 7.95 0.9% 5.85 5.90 Production Volumes in Millions 1.9% 7.81 7.95 0.7% 5.86 5.90 20.8% (13.7%) (1.5%) (11.9%) 12.7% 2.6% 9.8% 3.4% 0.24 0.29
0.7%
th (Y-o-Y) (1.3%) 8.06 7.95 0.9% 5.85 5.90 Production Volumes in Millions 1.9% 7.81 7.95 0.7% 5.86 5.90 20.8% (13.7%) (1.5%) (11.9%) 12.7% 2.6% 9.8% 3.4% 0.24 0.29 0.30 0.26 0.26
20.8%
8.06 7.95 0.9% 5.85 5.90 Production Volumes in Millions 1.9% 7.81 7.95 0.7% 5.86 5.90 20.8% (13.7%) (1.5%) (11.9%) 12.7% 2.6% 9.8% 3.4% 0.24 0.29 0.30 0.26 0.26 0.26 0.26 0.29
13.7%
7.95 0.9% 5.85 5.90 Production Volumes in Millions 1.9% 7.81 7.95 0.7% 5.86 5.90 20.8% (13.7%) (1.5%) (11.9%) 12.7% 2.6% 9.8% 3.4% 0.24 0.29 0.30 0.26 0.26 0.26 0.26 0.29 0.25 0
1.5%
% 5.85 5.90 Production Volumes in Millions 1.9% 7.81 7.95 0.7% 5.86 5.90 20.8% (13.7%) (1.5%) (11.9%) 12.7% 2.6% 9.8% 3.4% 0.24 0.29 0.30 0.26 0.26 0.26 0.26 0.29 0.25 0.26 0.2
11.9%
5.90 Production Volumes in Millions 1.9% 7.81 7.95 0.7% 5.86 5.90 20.8% (13.7%) (1.5%) (11.9%) 12.7% 2.6% 9.8% 3.4% 0.24 0.29 0.30 0.26 0.26 0.26 0.26 0.29 0.25 0.26 0.23 0.26
Guidance — 3 items
Enclose as above
opening
“21 Crores 5.7% Page 6 Q1 FY26 Financial Highlights Growth Momentum Continues Revenue 16% 1,321 YoY 1,192 1,386 EBITDA 19% 153 YoY 132 YoY 64 156 11.1% 11.6% 11.3% 5.4% Rs.”
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opening
“In Crores 65 PAT 2% 52 4.7% 3.9% Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 EBITDA EBITDA Margin (%) PAT PAT Margin (%) Page 7 Business Vertical Performance Mechatronics, Aftermarket and Others: Information & Connected Systems: YoY 575 13% 654 650 YoY 617 19% 667 Die Casting Wiring Harness Rs.”
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opening
“to their satisfaction Ashok Leyland officials visited Spark Minda’s CSR & Sustainability Project Office in Pune on 19th June 2025.”
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Risks & concerns — 3 flagged
Entry-level models were impacted by weak urban demand and elevated ownership costs ➢ CV growth volumes declined marginally, weighed by weak freight movement, financing constraints, and regulatory changes.
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Buses provided slight relief, while truck utilization remained subdued​ ➢ The tractor segment outperformed other segments with high single-digit growth, supported by normal monsoon, improved rural sentiment, and healthy agri output ➢ Auto industry posted subdued growth with margin pressure from higher commodity costs and discounting.
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Tractors and select 2Ws drove resilience, while PV and CV segments struggled with weak retail sentiment and inventory build-up Source: SIAM and TMA India Page 3 Q1FY26 Business Performance Key Strategic Developments Revenue growth of 16.2% YoY despite challenging macro-economic scenario EBITDA margin stood at 11.3% for Q1FY26, growth of 23bps YoY Total Lifetime Order-book exceeded Rs.
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Speaking time
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1
Corporate Office
1
Registered Office
1
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Opening remarks
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Minda Corporation INVESTOR PRESENTATION Q1 FY2026 w w w. s p a r k m i n d a . c o m Minda at a Glance A significant player in the global automotive industry for over six decades ₹ 7,472 Cr FY25 Group Revenue* ₹ 5,056 Cr FY25 Consol Revenue 32 Manufacturing Plants 18,000+ Workforce Vehicle access Electrical Distribution System Light Weighting & Plastics “Customer First” is unified belief at Spark Minda Strategically Located Plants & Offices in India, ASEAN, Japan & Europe Driver Information System EV System & Electronics Well Placed Marketing Professionals, Product Managers, Project Managers and Business Operations team Business Verticals Customer Centric 900+ Engineering Headcount 310+ Patents 4% R&D Spend 2 Advanced Tech Centre 7 Engineering Centres Engineering Focussed JVs & Strategic Partnership TLAs 13 Industry Partnerships India Rating & Research Term Loans India AA / Stable Working Capital India AA / Stable / IND A1+ CRISIL Long Term Short Term CRISIL A1+ CRISIL AA- / Positive S
Registered Office
A–15, Ashok Vihar, Phase – 1, Delhi – 110 052 INVESTOR RELATIONS CONTACT Nitesh Jain Lead- Investor Relations Minda Corporation Limited Atul Modi / Simran Malhotra Investor Relations Advisor Churchgate Partners nitesh.jain@mindacorporation.com minda@churchgatepartners.com +91 96491 31472 +91 22 6169 5988 Page 31
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