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Latest filing: 2026-08-12 11:46
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64% PAT Growth in Q1 FY27; New Business Wins Reach ₹225 Cr
Uniparts India reported a strong Q1 FY27 with revenue growing 27% YoY to ₹347 cr and PAT surging 64% to ₹57 cr. The company demonstrated significant operating leverage as EBITDA grew 55% YoY to ₹90 cr, supported by a high-margin warehousing sales mix of 56%. The TTM new business order book remains robust at ₹225 cr, representing approximately 19.2% of TTM revenue. Management indicated that while the Large Agriculture segment is at a cyclical trough, recovery is expected by CY2027, bolstered by new business wins in Europe and the US.
Confidence: HIGH
What changedThe company has transitioned from a challenging FY26 to a high-growth phase in Q1 FY27, exceeding its previous annual guidance through operating leverage and new business wins.
Why it mattersThe results prove the company's ability to expand margins (EBITDA growth outpacing revenue) even during a cyclical downturn in its largest segment (Large Ag), while rebuilding cash reserves for potential M&A.
Q1 Revenue Growth (YoY): 27%Q1 PAT Growth (YoY): 64%New Business vs TTM Revenue: 19.2%Net Cash Position: ₹190 crWarehousing Sales Mix: 56%TTM EPS: ₹39.97
📅 Short termThe stock may react positively to the significant earnings beat and the management's improved outlook for the full fiscal year.
📈 Long termStructural growth is supported by a shift toward higher-margin warehousing and expansion into the Construction and Large Ag segments, with a recovery expected in CY2027.
⚠ Risk flags
- Cyclical downturn in global Large Agriculture equipment
- Geopolitical tensions in West Asia impacting supply chain costs
- FX volatility affecting material costs
Key Highlights
Revenue from operations grew 27% YoY to ₹347 cr for Q1 FY27.
Profit After Tax (PAT) increased 64% YoY to ₹57 cr, reflecting strong cost management.
Trailing 12-month (TTM) new business order book stands at ₹225 cr.
Net cash position recovered to ₹190 cr, up from ₹210 cr prior to a ₹101 cr dividend in Oct 2025.
Warehousing sales, the company's highest-margin channel, contributed 56% to Q1 revenue.
👀 What to Watch
Investors should monitor the commencement of deliveries from the Mexico warehouse in Q3 FY27 and the execution of the ₹225 cr new business pipeline to sustain growth through the Ag-sector trough.
Uniparts Q1 FY27: 64% PAT Growth and Rs 225 Cr New Business Order Book
Uniparts India reported a strong Q1 FY27 with revenue growing 27% YoY and PAT surging 64% YoY. The company has successfully rebuilt its net cash position to Rs 190 Cr, following a Rs 101 Cr special dividend in October 2025. Management highlighted a robust trailing twelve-month (TTM) new business order book of over Rs 225 Cr, representing approximately 19.2% of TTM revenue. While the Large Agriculture segment is currently subdued and expected to bottom out in CY2026, the Construction segment continues to see healthy momentum from US and European infrastructure spending.
Confidence: HIGH
What changedThe company delivered Q1 results that exceeded its own annual guidance, showing significant margin expansion and a rapid rebuild of cash reserves.
Why it mattersStrong operating leverage is evident as EBITDA growth (55%) significantly outpaced revenue growth (27%), demonstrating the company's ability to manage costs despite geopolitical supply chain pressures.
Revenue Growth (YoY): 27%PAT Growth (YoY): 64%New Business vs TTM Revenue: ~19.2%Net Cash: Rs 190 CrTTM EPS: Rs 39.97ROCE: 27%
📅 Short termThe stock may react positively to the high growth figures and the management's confidence in the new business pipeline.
📈 Long termStructural growth is supported by the Mexico expansion and near-shoring strategy, though full recovery depends on the cyclical upturn in global large agriculture equipment.
⚠ Risk flags
- Cyclical downturn in Large Agriculture (bottom expected CY2026)
- Geopolitical pressure in West Asia impacting logistics
- FX volatility
Key Highlights
Revenue grew 27% YoY and EBITDA increased 55% YoY in Q1 FY27.
PAT grew 64% YoY, bringing the trailing twelve-month EPS to Rs 39.97.
New business order book stands at over Rs 225 Cr on a TTM basis.
Net cash position reached Rs 190 Cr as of June 30, 2026, up from the post-dividend levels.
Mexico warehouse operations are on track for first customer deliveries in Q3 FY27.
👀 What to Watch
Monitor the execution of the Rs 225 Cr new business pipeline and the anticipated recovery in the Large Agriculture segment starting CY2027.
Rs 9 per share: Uniparts India declares First Interim Dividend for FY 2026-27
Uniparts India has declared its first interim dividend of Rs 9 per equity share for the financial year 2026-27. The company has fixed August 12, 2026, as the record date to determine shareholder eligibility. This payout represents approximately 25.6% of the company's TTM EPS of Rs 35.08 and offers a yield of ~1.23% on the current market price. The dividend is scheduled to be paid within 30 days from the declaration date.
Confidence: HIGH
What changedThe company has officially declared its first interim dividend for the FY 2026-27 cycle and established the timeline for shareholder payouts.
Why it mattersThe dividend reflects the company's strong cash flow generation and commitment to shareholder returns, supported by a high ROCE of 28.0% and a low Debt-to-Equity ratio of 0.16.
Dividend per share: Rs 9Record Date: 12-Aug-2026Dividend vs TTM EPS: ~25.6%Dividend Yield (Interim): ~1.23%Face Value: Rs 10
📅 Short termThe stock price may experience a minor adjustment on the ex-dividend date, typically reflecting the dividend amount, with potential buying interest leading up to the record date.
📈 Long termWhile routine, consistent dividends combined with the company's strategy to capture mid-teen growth in export linkages suggest a stable outlook for long-term investors.
Key Highlights
Interim dividend of Rs 9 per equity share declared on a face value of Rs 10 each
Record date for eligibility fixed as August 12, 2026
Dividend payout to be completed within 30 days from the declaration date of August 04, 2026
Payout represents ~25.6% of the TTM EPS of Rs 35.08
👀 What to Watch
Investors interested in the dividend must hold the shares before the ex-dividend date (typically one business day prior to the August 12 record date). Monitor upcoming quarterly results to assess if the company maintains this payout consistency relative to its 15% growth target.
₹9 per share Interim Dividend declared by Uniparts India; Record Date Aug 12
Uniparts India has declared its first interim dividend of ₹9 per equity share for FY 2026-27, representing a 90% payout on the face value of ₹10. Based on the company's TTM EPS of ₹35.08, this single interim payment reflects a payout ratio of approximately 25.6%. The board has fixed August 12, 2026, as the record date for eligibility, with the disbursement scheduled within 30 days. This move is supported by the company's strong ROCE of 28.0% and a low Debt-to-Equity ratio of 0.16.
Confidence: HIGH
What changedThe company has initiated its shareholder reward cycle for FY 2026-27 by declaring a cash dividend.
Why it mattersThe dividend declaration confirms the company's healthy cash flow position and commitment to returning capital to shareholders, backed by an OPM of 21.1% and low leverage.
Dividend per share: ₹9Record Date: August 12, 2026Dividend vs TTM EPS: ~25.6%Dividend Yield (Current): ~1.23%Face Value: ₹10
📅 Short termThe stock may experience mild buying interest leading up to the record date, followed by a standard price adjustment on the ex-dividend date.
📈 Long termLimited structural impact; however, consistent dividend payouts from a company with 28% ROCE indicate disciplined capital management.
Key Highlights
Interim dividend of ₹9 per equity share declared for the Financial Year 2026-27
Record date for determining shareholder eligibility fixed as August 12, 2026
Dividend represents 90% of the face value of ₹10 per share
Payment to be completed within 30 days from the declaration date (by September 3, 2026)
Board meeting for the declaration concluded within 25 minutes (5:00 PM to 5:25 PM)
👀 What to Watch
Investors should note the ex-dividend date (typically one business day prior to the record date) to be eligible for the payout. Monitor if the company maintains this payout level in future quarters given the TTM PAT of ₹158 Cr.
₹9.00 Interim Dividend and Q1 FY27 Results: Uniparts India Reports 15.7% Operating Margin
Uniparts India reported its Q1 FY27 results, highlighted by a standalone operating margin expansion to 15.74% from 13.15% YoY. The Board declared a first interim dividend of ₹9.00 per share (90% of face value), totaling a payout of ₹40.65 crore. Standalone EPS for the quarter improved significantly to ₹5.09 compared to ₹3.24 in the same period last year. The company maintains a strong balance sheet with a standalone debt-equity ratio of 0.10 and a net worth of ₹575.29 crore.
Confidence: HIGH
What changedThe company has initiated its FY27 shareholder returns with a substantial interim dividend and reported improved standalone profitability metrics for the June quarter.
Why it mattersThe margin improvement suggests better operating leverage or pricing power despite global headwinds, while the low debt-equity ratio (0.10) provides significant financial flexibility for future expansions.
Interim Dividend: ₹9.00 per shareDividend Payout: ₹40.65 crStandalone Operating Margin: 15.74%Standalone EPS (Q1 FY27): ₹5.09Dividend vs TTM PAT: ~25.7%Record Date: August 12, 2026
📅 Short termThe stock is likely to see positive sentiment due to the dividend declaration and the YoY improvement in EPS and operating margins.
📈 Long termStructural growth depends on the company's ability to deepen wallet share with global OEMs and manage FX volatility, which historically impacts its 52.2% revenue exposure to the Americas.
⚠ Risk flags
- Exposure to global Agriculture and Construction sector cycles
- FX volatility impacting material costs
- High client concentration with 84.4% revenue from OEMs
Key Highlights
Declared first interim dividend of ₹9.00 per equity share for FY 2026-27, with a record date of August 12, 2026.
Standalone operating margin improved to 15.74% in Q1 FY27 from 13.15% in Q1 FY26.
Standalone EPS increased to ₹5.09 for the quarter, up from ₹3.24 in the previous year's corresponding quarter.
Total dividend payout aggregates to ₹406.45 million, representing approximately 25.7% of TTM PAT.
Standalone debt-equity ratio remains low at 0.10 as of June 30, 2026, compared to 0.12 in March 2026.
👀 What to Watch
Investors should monitor the sustainability of the margin expansion and the execution of the ₹200 crore new business pipeline mentioned in previous filings to drive FY27 growth.
Uniparts India Q4 FY26 PAT Surges 124% YoY; FY26 Revenue Up 21% Exceeding Guidance
Uniparts India reported a robust Q4 FY26 with revenue growing 31% YoY to ₹339 crores and PAT jumping 124% to ₹51 crores. For the full year FY26, revenue grew 21%, surpassing the previous mid-teens guidance, while EBITDA margins expanded to 24% in Q4. The company remains net debt-free with ₹160 crores in cash and has secured new business wins worth ₹225 crores over the last 12 months. Management expects FY27 growth to remain in line with FY26 levels as global agriculture and construction cycles recover.
Key Highlights
Q4 FY26 revenue increased 31% YoY to ₹339 crores with an EBITDA margin of 24%.
Full-year FY26 revenue growth of 21% exceeded management's earlier mid-teens guidance.
Trailing 12-month EPS reached ₹35.07, representing an 80% increase over FY25.
New business awards totaled over ₹225 crores in annualized potential over the last 12 months.
Total dividend distribution for FY26 stood at ₹170 crores, including a ₹101 crore special dividend.
👀 What to Watch
The company's strong operating leverage and significant new business wins suggest continued momentum; investors may consider this a positive sign for long-term value given the debt-free balance sheet and high dividend payout.
Uniparts India Receives Relief as ₹25.8 Crore Tax Demand is Fully Deleted
Uniparts India Limited has successfully resolved a significant tax dispute for the Assessment Year 2024-25. The Assistant Commissioner of Income Tax issued a rectification order that completely deletes a previously outstanding tax demand of INR 25.8 crore. This development removes a substantial potential liability from the company's books, improving financial clarity. The order was received by the company on April 17, 2026, following an earlier assessment order.
Key Highlights
Tax demand of INR 25,79,86,410 (₹25.8 crore) has been fully deleted by tax authorities.
Rectification order issued for Assessment Year 2024-25 under Section 154 of the Income Tax Act.
The order follows a previous assessment update communicated on February 12, 2026.
The deletion of this demand removes a significant legal and financial overhang for the company.
👀 What to Watch
This is a positive development as it eliminates a major contingent liability and protects the company's cash flows. Investors should view this as a reduction in regulatory risk for the stock.
Uniparts India Appoints Sandeep Taneja as Group CFO; Rohit Maheshwari Resigns
Uniparts India has announced a transition in its financial leadership with the resignation of CFO Rohit Maheshwari, effective March 12, 2026. The Board has appointed Sandeep Taneja as the new Group CFO starting March 16, 2026, ensuring a swift transition. Mr. Taneja brings over 25 years of global experience, having managed P&Ls ranging from $100 million to $3 billion at major firms like Gates India and Ingersoll Rand. His extensive background in both Indian and US markets is expected to support the company's global financial strategy.
Key Highlights
Rohit Maheshwari resigns as CFO and Key Managerial Personnel effective March 12, 2026.
Sandeep Taneja appointed as Group CFO effective March 16, 2026, following a Board meeting on March 11.
New CFO Sandeep Taneja possesses 25+ years of global experience, including 10 years in the USA.
Mr. Taneja has previously managed P&Ls between $100 million and $3 billion at Gates India and Ingersoll Rand.
The appointment includes roles as Key Managerial Personnel under Section 203 of the Companies Act, 2013.
👀 What to Watch
Investors should view this as a routine but significant leadership transition; the high caliber of the incoming CFO is a positive indicator for financial governance. Monitor the upcoming quarterly results for any shifts in financial strategy or commentary under the new leadership.
Uniparts Q3 FY26 PAT Surges 74% YoY to ₹33 Cr; Declares ₹101 Cr Special Dividend
Uniparts India reported a robust Q3 FY26 with revenue growing 35% YoY to ₹281 crores and PAT increasing 74% to ₹33 crores. The company maintained a strong EBITDA margin of 21.5% and remains net debt-free with a cash position of ₹153 crores. Shareholder rewards were a major focus, with a ₹101 crore special dividend and a fresh ₹7 interim dividend announced. Management highlighted a ₹200 crore annualized new business pipeline and the operationalization of a new Mexico warehouse to enhance near-shoring capabilities.
Key Highlights
Revenue from operations increased 35% YoY to ₹281 crores, driven by recovery in construction and small agriculture.
EBITDA grew 65% YoY to ₹61 crores with a healthy margin of 21.5% despite new wage code impacts.
Declared a significant special dividend of ₹101 crores and a second interim dividend of ₹7 per share.
New business awards pipeline remains strong at ₹200 crores annualized potential across global geographies.
Construction segment revenue share increased to 41.6% in 9M FY26, reflecting successful diversification.
👀 What to Watch
Investors should find confidence in the company's strong cash generation and aggressive dividend policy. The stabilization of the large agriculture cycle and growth in construction equipment suggest continued momentum, making it a strong 'hold' or 'accumulate' candidate.
Uniparts India Receives ₹25.8 Crore Income Tax Demand for AY 2024-25
Uniparts India Limited has received a notice of demand for ₹25.80 crore from the Income Tax Department for the Assessment Year 2024-25. The demand primarily stems from the tax authority's failure to consider a deduction of ₹83.28 crore available under Section 80M. The company asserts that the claims are not maintainable and expects no material financial impact. Management is preparing to file a rectification petition and a legal appeal to contest the order.
Key Highlights
Received a tax demand notice of ₹25,79,86,410 including interest under sections 234A and 234B.
The dispute involves the non-consideration of a Section 80M deduction amounting to ₹83,27,89,954.
Penalty proceedings under Section 270A for under-reporting of income have been initiated separately.
Company plans to file a rectification petition and explore further legal remedies against the demand order.
Management believes the company has a strong case on merits and expects a favorable outcome.
👀 What to Watch
Investors should monitor the outcome of the rectification petition as the demand appears to be a technical oversight regarding eligible deductions. While the amount is significant, the company's clear identification of the missing deduction suggests a high probability of resolution.
Uniparts India Q3 FY26 PAT Surges 74% YoY to ₹333 Mn; EBITDA Margins Expand to 21.5%
Uniparts India reported a robust Q3 FY26 with consolidated revenue growing 34.2% YoY to INR 2,867 million. Profit After Tax (PAT) increased significantly by 74.1% YoY to INR 333 million, even after accounting for a one-time exceptional labor code impact of INR 34.19 million. The company's EBITDA margin saw a healthy expansion to 21.5% compared to 17.4% in the same quarter last year. Management highlighted that warehouse-led sales, which offer higher agility and value, now constitute over 50% of 9M FY26 revenues.
Key Highlights
Q3 FY26 Revenue increased 34.2% YoY to INR 2,867 Mn, showing momentum despite seasonal weakness.
EBITDA grew 65.5% YoY to INR 617 Mn, with margins improving from 17.4% to 21.5%.
9M FY26 PAT reached INR 1,072 Mn, a 64.4% growth compared to the previous year.
Warehouse-led sales crossed the 50% mark of total revenue in the first nine months of FY26.
The company reported a recovery in Small Agriculture and stabilization in the Construction Equipment segment.
👀 What to Watch
The strong margin expansion and revenue growth indicate a cyclical turnaround in the global OHV market. Investors should maintain a positive outlook as the company benefits from its dual-shore manufacturing model and increasing high-value warehouse-led sales.
Uniparts India Declares Rs 7 Per Share Second Interim Dividend; Sets Feb 16 as Record Date
Uniparts India Limited has declared a second interim dividend of Rs 7 per equity share for the financial year 2025-26. The company has fixed February 16, 2026, as the record date to determine shareholder eligibility for this payout. This dividend represents 70% of the face value of Rs 10 per share. The payment will be processed and dispatched to eligible shareholders within 30 days from the date of declaration.
Key Highlights
Second interim dividend of Rs 7 per equity share declared for FY 2025-26
Record date for dividend entitlement fixed as February 16, 2026
Dividend payout represents 70% of the face value of Rs 10 per share
Payment to be completed within 30 days from the declaration date of February 9, 2026
👀 What to Watch
Investors seeking dividend income should ensure they hold the stock before the ex-dividend date to be eligible for the Rs 7 per share payout. The declaration reflects a healthy cash flow and a commitment to returning value to shareholders.
Uniparts India Declares Second Interim Dividend of Rs. 7 Per Share for FY 2025-26
Uniparts India Limited has announced a second interim dividend of Rs. 7 per equity share for the financial year 2025-26. The dividend is declared on a face value of Rs. 10 per share. The company has fixed February 16, 2026, as the record date to determine shareholder eligibility. This payout follows the board meeting held on February 09, 2026, and will be distributed within 30 days.
Key Highlights
Second interim dividend of Rs. 7 per equity share declared for FY 2025-26
Dividend is based on a face value of Rs. 10 per equity share
Record date for determining eligible shareholders is February 16, 2026
Payment to be completed within 30 days from the declaration date of February 09, 2026
👀 What to Watch
Investors seeking dividend income should ensure they hold the shares before the record date of February 16, 2026. Monitor the stock's dividend yield relative to its current market price for long-term value assessment.
Uniparts India Q3 Net Profit Surges to ₹469M; Declares ₹7 Interim Dividend
Uniparts India reported a robust performance for Q3 FY26, with standalone revenue from operations growing 43% YoY to ₹1,836.85 million. Net profit witnessed a massive jump to ₹469.27 million from ₹77.07 million in the corresponding quarter of the previous year. The company rewarded shareholders by declaring a second interim dividend of ₹7.00 per share. While the company faced an exceptional charge of ₹28.05 million due to new Labour Code provisions and a fire incident at its Ludhiana plant, the overall financial trajectory remains strongly positive.
Key Highlights
Standalone Net Profit for Q3 FY26 rose to ₹469.27 million, a significant increase from ₹77.07 million YoY.
Revenue from operations grew to ₹1,836.85 million compared to ₹1,281.74 million in Q3 FY25.
Declared a second interim dividend of ₹7.00 per equity share (70%) with a record date of February 16, 2026.
EPS for the quarter improved substantially to ₹10.40 from ₹1.71 in the previous year's quarter.
Recognized an exceptional expense of ₹28.05 million related to gratuity and leave liabilities under new Labour Codes.
👀 What to Watch
Investors should take note of the strong earnings growth and healthy dividend yield. The stock remains attractive given the sharp recovery in margins and robust revenue growth, though one should monitor the insurance settlement for the Ludhiana plant fire.
Uniparts India Reports Fire at Ludhiana Plant; Surface Finishing Operations Disrupted
Uniparts India has reported a fire incident at its SKG Engineering plant in Ludhiana, Punjab, which occurred on the night of December 27, 2025. While there were no human casualties, surface finishing operations have been halted, leading to a temporary disruption in production. The company is mitigating the impact by utilizing its other manufacturing facilities to fulfill customer orders. While the plant is fully insured, the total financial loss is still being assessed by the company and insurance providers.
Key Highlights
Fire incident occurred at the SKG Engineering plant in Ludhiana on December 27, 2025, at 10:30 PM
Zero human casualties or injuries reported; fire was contained promptly
Surface finishing operations disrupted, with production being diverted to other company facilities
Plant is adequately insured, and the insurance company has been notified for damage assessment
👀 What to Watch
Investors should monitor the timeline for the restoration of normal operations and the final insurance claim amount. The company's ability to shift production to other plants suggests the impact on customer delivery may be limited.
Uniparts India Proposes Revision in WTD Remuneration to ₹3.83 Crore CTC
Uniparts India Limited has issued a postal ballot notice to seek shareholder approval for the revision of remuneration for Ms. Tanushree Bagrodia, Whole Time Director. The proposed total Cost to Company (CTC) is ₹3.83 crore per annum, effective from January 1, 2026, for her remaining tenure until November 2027. The proposal includes a fixed salary of ₹2.84 crore and a performance-linked incentive of ₹0.95 crore. Notably, the company is seeking a special resolution as total managerial remuneration may exceed the statutory limit of 11% of net profits.
Key Highlights
Proposed total annual CTC of ₹3,82,75,627 for Whole Time Director Ms. Tanushree Bagrodia.
Remuneration structure consists of ₹2.84 crore fixed salary and ₹94.67 lakh performance-linked incentive.
Provision for an annual increment of up to 10% in CTC subject to Board and NRC approval.
Special resolution required as total managerial pay may exceed 10-11% of the company's net profits.
Remote e-voting period is set from December 28, 2025, to January 26, 2026.
👀 What to Watch
Investors should assess if the proposed remuneration hike is justified by the company's financial performance and if the potential breach of the 11% net profit cap for managerial pay is acceptable given current growth trends.
Uniparts India Appoints Tanushree Bagrodia as Group CEO and Announces Key Leadership Changes
Uniparts India Limited has announced a significant leadership restructuring effective January 1, 2026, with the appointment of Ms. Tanushree Bagrodia as the Group Chief Executive Officer. The company is also strengthening its senior management by appointing Mr. Paleswara Rao S V Duvvuri as COO and creating new global roles for S&OP and Commercial operations. While professional management is being elevated, the promoters, Mr. Gurdeep Soni and Mr. Paramjit Singh Soni, will continue to provide strategic guidance. This move appears to be a strategic transition toward a more professionalized global corporate structure.
Key Highlights
Ms. Tanushree Bagrodia appointed as Group CEO and KMP effective January 1, 2026, while continuing as Whole Time Director.
Mr. Paleswara Rao S V Duvvuri, with over 30 years of experience, promoted to Chief Operating Officer (COO).
Mr. Jyotbir Singh Sethi and Mr. Biru Gupta appointed as Global Head S&OP and Global Operations & Head Commercial respectively.
Promoters Gurdeep Soni and Paramjit Singh Soni to remain in existing designations to ensure strategic continuity.
The restructuring involves a mix of external expertise and internal promotions from India and USA units.
👀 What to Watch
Investors should view the professionalization of the management team as a positive step for long-term governance and global scaling. Monitor how the new leadership team impacts operational efficiency and global market expansion in 2026.
