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UNIMECH - Unimech Aero.

📊 NSE: UNIMECH 🏢 Engineering 📅 Last Updated: 12/14/2025 14:44

📢 Recent Corporate Announcements

Unimech Aerospace Releases Audio Recording of Investor Call on Acquisition Update

🔵 WATCH ⭐ 7/10

M&A 📅 29 Apr 2026, 10:50 AM

Unimech Aerospace and Manufacturing Limited has officially released the audio recording of its analyst and institutional investor meeting held on April 28, 2026. The call was specifically focused on providing updates regarding a recent acquisition, a key growth driver for the company. This disclosure follows SEBI Regulation 30 requirements, ensuring transparency for all stakeholders. Investors can now access the full discussion on the company's website to evaluate the strategic and financial impact of the deal.

Audio recording of the investor call held on April 28, 2026, is now available for public review.
The meeting was dedicated to providing a comprehensive update on the company's acquisition strategy.
Compliance filing made under Regulation 30 of SEBI (LODR) Regulations, 2015.
The recording is hosted on the official company website under the Stock Exchange Filings section.

💡 Investors should listen to the recording to understand the valuation, synergy benefits, and integration timeline of the acquisition. This will provide better clarity on the company's inorganic growth trajectory and future earnings potential.

Unimech Aerospace Completes Acquisition of Hobel Bellows via Subsidiary

🟢 POSITIVE ⭐ 8/10

M&A 📅 27 Apr 2026, 11:13 AM

Unimech Aerospace and Manufacturing Limited has finalized the acquisition of Hobel Bellows Private Limited, effectively turning it into a step-down subsidiary. The company directly acquired a 24% stake, while its wholly-owned subsidiary, Innomech Aerospace Toolings, acquired the remaining 76%. The transaction was completed within the previously communicated timeline, with all financial considerations fully paid and settled. This move consolidates the target firm's operations under the Unimech umbrella to enhance its manufacturing capabilities.

Unimech Aerospace directly acquired a 24% shareholding in Hobel Bellows Private Limited.
Wholly-owned subsidiary Innomech Aerospace Toolings acquired a 76% stake in the target company.
Hobel Bellows Private Limited is now a step-down subsidiary of Unimech Aerospace.
The acquisition was completed on April 27, 2026, following the initial disclosure on April 22, 2026.
Entire consideration for the acquisition has been fully paid and settled as per definitive agreements.

💡 Investors should view this as a positive expansion move and monitor the upcoming quarterly results for the impact of this consolidation on the company's bottom line. The timely execution of the acquisition demonstrates management's ability to follow through on strategic growth initiatives.

Unimech Aerospace Schedules Investor Call on April 28 for Acquisition Update

🔵 WATCH ⭐ 8/10

M&A 📅 23 Apr 2026, 03:47 PM

Unimech Aerospace and Manufacturing Limited has scheduled a conference call for April 28, 2026, at 11:00 AM IST to provide an update on a recent acquisition. The call is hosted by Anand Rathi Research and will feature key management including the CFO and Whole-Time Directors. This disclosure follows SEBI Regulation 30 requirements and aims to provide clarity on the company's inorganic growth strategy. Investors should focus on the financial implications and strategic rationale of the acquisition during this session.

Conference call scheduled for April 28, 2026, at 11:00 AM IST specifically for an acquisition update.
Top management participation including CFO Ramakrishna Kamojhala and WTD Rajanikanth Balaraman.
Call hosted by Anand Rathi Research with international access numbers provided for USA, UK, HK, and Singapore.
Disclosure made under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

💡 Investors should attend or review the call transcript to understand the acquisition's valuation, funding source, and expected impact on future revenue and margins. Monitor the stock for price volatility following the detailed disclosure of the acquisition terms.

Unimech to Acquire Hobel Bellows for Capability Expansion; Target FY26 Revenue at ₹123.7 Cr

🟢 POSITIVE ⭐ 9/10

M&A 📅 22 Apr 2026, 10:03 PM

Unimech Aerospace has signed definitive agreements to acquire Hobel Bellows, a specialized manufacturer of metallic bellows and precision-engineered assemblies. Hobel Bellows reported a provisional revenue of ₹123.7 crore for FY26 and maintains a strong export-oriented business model with 90% of sales coming from international markets like the USA and UK. This acquisition is expected to be margin-accretive and provides Unimech with a 180,000 sq. ft. manufacturing facility in Visakhapatnam. The move shifts Unimech from a component manufacturer to a provider of high-value integrated assemblies across aerospace, defense, and industrial sectors.

Acquisition of Hobel Bellows which reported ₹123.7 crore in provisional revenue for FY26
Target company is highly export-focused with approximately 90% of business from global markets including UK and USA
Includes a large 180,000 sq. ft. manufacturing facility located in the Duvvada SEZ, Visakhapatnam
Expands technical capabilities into hydroforming, precision pipe bending, and robotic welding
The deal is expected to be margin-accretive with strong cash generation and healthy return ratios

💡 Investors should view this as a significant growth catalyst that diversifies revenue streams and improves margins through high-value assemblies. Monitor the integration process and the impact on consolidated earnings in the coming quarters.

Unimech Aerospace to Acquire Hobel Bellows Co. for ‣450 Crore

🟢 POSITIVE ⭐ 9/10

M&A 📅 22 Apr 2026, 09:01 PM

Unimech Aerospace and its subsidiary Innomech have approved a ‣450 crore investment to acquire Hobel Bellows Co., a specialist in metallic bellows and flexible tubing. The acquisition will be executed through Hobel Bellows Private Limited, with Unimech holding a 24% stake and its subsidiary holding 76%. The target entity reported a turnover of ‣123.74 crore in FY26, representing a steady growth from ‣100.99 crore in FY24. This move is strategically designed to transition Unimech from precision machined components to complex engineered assemblies in the aerospace and defense sectors.

Total investment of ‣450 crore comprising ‣8 crore equity, ‣55 crore loan, and ‣387 crore in CCDs
Target entity Hobel Bellows Co. achieved a turnover of ‣123.74 crore in FY26
Acquisition provides access to advanced technologies like hydroforming and high-temperature alloy processing
Transaction is expected to be completed within 7 days through cash consideration
Unimech will hold a 24% direct stake, while its subsidiary Innomech will hold 76% in the acquiring entity

💡 Investors should look favorably on this acquisition as it moves the company up the value chain into higher-margin engineered assemblies. Monitor the impact of the ‣387 crore CCD issuance on future equity dilution and the integration of the new technology into Unimech's existing aerospace portfolio.

Unimech Aerospace Files Quarterly SEBI Compliance Certificate for Q4 FY26

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 13 Apr 2026, 12:45 PM

Unimech Aerospace and Manufacturing Limited has submitted its compliance certificate under Regulation 74(5) of the SEBI (Depositories and Participants) Regulations, 2018. The certificate, issued by KFin Technologies Limited, confirms that the company has processed dematerialization and rematerialization requests for the quarter ended March 31, 2026. This is a standard regulatory filing required to ensure the integrity of the company's shareholding records with NSDL and CDSL. The filing indicates that the company is adhering to routine administrative and statutory requirements.

Compliance certificate submitted for the quarter ended March 31, 2026
Issued by Registrar and Share Transfer Agent (RTA) KFin Technologies Limited
Confirms adherence to SEBI (Depositories and Participants) Regulations, 2018
Filed with both National Stock Exchange (NSE) and BSE Limited

💡 This is a routine administrative filing with no impact on company fundamentals. No action is required from investors based on this announcement.

Unimech Aerospace to Close Trading Window from April 1, 2026 for Q4 FY26 Results

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 25 Mar 2026, 01:32 PM

Unimech Aerospace and Manufacturing Limited has announced the closure of its trading window starting April 1, 2026, in compliance with SEBI Insider Trading Regulations. This closure is ahead of the board meeting to consider and approve the audited financial results for the fourth quarter and full year ending March 31, 2026. The restriction applies to promoters, directors, and designated persons until 48 hours after the results are declared. The specific date for the board meeting will be communicated to the exchanges in due course.

Trading window closure effective from April 1, 2026, for all designated insiders.
Closure pertains to the approval of audited financial results for Q4 and FY ending March 31, 2026.
The window will remain closed until 48 hours after the conclusion of the relevant Board Meeting.
Compliance is mandated under SEBI (Prohibition of Insider Trading) Regulations, 2015.

💡 This is a routine regulatory announcement with no direct impact on stock valuation. Investors should await the announcement of the board meeting date to assess the company's annual financial performance.

Unimech Q3 FY26: Revenue at ₹34Cr; Order Book Hits Record ₹210Cr Amid Tariff Normalization

🔵 WATCH ⭐ 8/10

EARNINGS 📅 18 Feb 2026, 12:11 PM

Unimech Aerospace reported a soft Q3 FY26 with revenue of ₹34 crores and PAT of ₹2.4 crores, primarily due to temporary 50% US tariffs and seasonal year-end effects. However, the outlook has turned significantly positive with US tariffs dropping to 18% in February and the order book doubling to a record ₹210 crores. The company is also nearing the operationalization of its Free Trade Warehousing Zone (FTWZ) and has entered a strategic JV in Saudi Arabia to diversify its geographic footprint.

Q3 revenue declined to ₹34 crores from ₹61 crores in Q2, but YTD gross margins remain strong at 68%.
Order book reached an all-time high of ₹210 crores as of February 12, 2026, providing high revenue visibility.
US tariffs on aero tooling were slashed from 50% to 18% in early February, expected to trigger immediate order normalization.
Management confirmed ₹30 crores of finished goods are ready for shipment with another ₹60-70 crores in production.
New nuclear segment orders worth ₹68 crores and a Saudi Arabian JV mark significant business diversification.

💡 While Q3 was weak due to external macro factors, the record order book and sharp tariff reduction suggest a strong recovery in Q4. Investors should monitor the operationalization of the FTWZ and execution of the nuclear orders as key growth drivers.

Unimech Aerospace CS & Compliance Officer Akash Shetty Resigns Effective March 3, 2026

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 17 Feb 2026, 11:07 AM

Unimech Aerospace and Manufacturing Limited has announced the resignation of Mr. Akash Shetty from his position as Company Secretary and Compliance Officer. The resignation was tendered on February 16, 2026, citing personal reasons, and he will officially step down on March 03, 2026. As a Key Managerial Personnel (KMP), his departure necessitates the recruitment of a new compliance head. The company has confirmed it is currently in the process of identifying and hiring a suitable replacement to ensure regulatory continuity.

Mr. Akash Shetty resigned as Company Secretary and Compliance Officer on February 16, 2026
The effective date for the cessation of his responsibilities is March 03, 2026
The resignation is attributed to personal reasons with no reported disputes
Company is currently identifying a successor for the Key Managerial Personnel (KMP) role

💡 This is a routine management change and does not impact the company's core operations. Investors should look for the announcement of a new Compliance Officer to ensure smooth regulatory transitions.

Unimech Aerospace Releases Q3 FY26 Earnings Call Audio Recording

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 13 Feb 2026, 03:22 PM

Unimech Aerospace and Manufacturing Limited has made the audio recording of its Q3 FY26 earnings call available to the public. The call, which took place on February 13, 2026, discussed the company's un-audited financial results for the quarter ended December 31, 2025. This disclosure is part of the company's regulatory compliance under SEBI LODR Regulations to ensure transparency. The recording provides management's perspective on business highlights and financial performance for the period.

Audio recording of the earnings call for the quarter ended December 31, 2025, is now live.
The call was held on February 13, 2026, to discuss financial performance and business outlook.
Recording is accessible via the company's official website under the investor relations section.
Compliance filing under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

💡 Investors should listen to the recording to gain deeper insights into management's commentary on the aerospace sector and future growth guidance. No immediate action is required as this is a routine procedural update.

Unimech Q3 FY26: PAT Drops 85% YoY to ₹2.4 Cr; Order Book Hits Record ₹209.8 Cr

🔴 NEGATIVE ⭐ 8/10

EARNINGS 📅 12 Feb 2026, 06:21 PM

Unimech Aerospace reported a challenging Q3 FY26 with revenue declining 37% YoY to ₹33.7 crore and PAT plunging 85% to ₹2.4 crore, primarily due to softer market conditions and elevated U.S. tariffs which have now eased. Despite the weak quarterly financials, the company's order book has surged to a record ₹209.8 crore as of February 2026, supported by ₹68 crore in new nuclear business wins. Strategic expansions include a new 51:49 Joint Venture in Saudi Arabia and increasing their stake in Dheya Engineering to 30% to target the micro gas turbine market.

Q3 FY26 Revenue fell 37% YoY to ₹337.2 Mn, while EBITDA margins compressed sharply from 29% to 5%.
Order book reached ₹2,098 Mn as of February 12, 2026, compared to ₹1,034 Mn in December 2024.
Secured significant new orders worth ₹680 Mn in the Nuclear business segment during the current quarter.
Formed a strategic JV with Kanoo Group in Saudi Arabia targeting a $30 Mn revenue potential by Year 5.
9M FY26 PAT stood at ₹371.8 Mn, a 31% decline compared to ₹542.6 Mn in 9M FY25.

💡 Investors should weigh the sharp short-term earnings decline against the record-high order book and easing macro headwinds like U.S. tariffs. The stock may face pressure due to margin contraction, but the strong nuclear pipeline and Saudi expansion provide a recovery thesis for FY27.

Unimech Aerospace Reallocates ₹61.29 Crore IPO Proceeds for M&A and Expansion

🔵 WATCH ⭐ 7/10

REGULATORY 📅 12 Feb 2026, 06:11 PM

Unimech Aerospace has reported a deviation in the utilization of its ₹250 crore IPO proceeds following shareholder approval on December 17, 2025. The company is reallocating ₹61.29 crores towards inorganic growth opportunities, including Mergers & Acquisitions, Joint Ventures, and Greenfield projects. As of December 31, 2025, the company has utilized ₹153.30 crores of the total funds, leaving ₹96.70 crores unspent. This strategic shift aims to improve market access and industry diversification through inorganic routes.

Shareholders approved changes to IPO fund utilization objects on December 17, 2025
₹61.29 crores reallocated specifically for M&A, Joint Ventures, and Greenfield Projects
Total IPO funds raised were ₹250 crores, with ₹153.30 crores utilized as of Q3 FY26
Remaining unutilized funds stand at ₹96.70 crores as of December 31, 2025
The deviation is attributed to changing business dynamics and a focus on inorganic growth

💡 Investors should monitor the company's upcoming announcements regarding specific M&A targets or Joint Ventures, as the success of this capital reallocation depends on the quality of these acquisitions. Track if the shift from organic capital expenditure to inorganic growth improves return on equity in the long term.

Unimech Aerospace Q3 PAT at ₹5.52 Cr; Board Approves New Renewable Energy Subsidiary

🔵 WATCH ⭐ 8/10

EARNINGS 📅 12 Feb 2026, 05:22 PM

Unimech Aerospace reported a standalone Profit After Tax (PAT) of ₹5.52 crore for the quarter ended December 31, 2025, showing a slight decline from ₹5.94 crore in the preceding quarter. Revenue from operations stood at ₹9.60 crore, reflecting a year-on-year decrease from ₹15.04 crore in Q3 FY25. Despite the operational revenue dip, the company's nine-month PAT rose to ₹20.32 crore compared to ₹13.97 crore YoY, significantly bolstered by 'Other Income' of ₹31.62 crore. The Board also approved diversifying into the green energy sector through a new subsidiary, Uniflux Renewables Private Limited.

Standalone Revenue from operations for Q3 FY26 was ₹9.60 crore, down from ₹15.04 crore in the same period last year.
Nine-month Net Profit increased to ₹20.32 crore, supported by substantial 'Other Income' of ₹31.62 crore.
Approved the incorporation of 'Uniflux Renewables Private Limited' to pursue opportunities in the renewable energy sector.
Executed a 51:49 Joint Venture with YBA Kanoo to establish a precision machining facility in Saudi Arabia.
Utilized ₹136.41 crore of IPO proceeds as of December 31, 2025, with ₹94.50 crore remaining for expansion and M&A.

💡 Investors should exercise caution as core operational revenue shows a declining trend, with the bottom line currently dependent on non-operational income. Monitor the execution of the new Saudi JV and the entry into the renewable energy sector as potential long-term growth catalysts.

Unimech Aerospace Schedules Q3 FY26 Earnings Conference Call for February 13, 2026

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 09 Feb 2026, 01:18 PM

Unimech Aerospace and Manufacturing Limited has announced its earnings conference call for the third quarter and nine months ended December 31, 2025. The call is scheduled for Friday, February 13, 2026, at 11:00 A.M. IST, following the declaration of financial results. Senior management, including the CFO and Whole-Time Directors, will be present to discuss the company's performance and future business strategy. This event is hosted by Anand Rathi Research and provides a platform for institutional investors to engage with the leadership.

Earnings conference call scheduled for February 13, 2026, at 11:00 A.M. IST.
Discussion will cover financial performance for Q3 FY26 and the nine-month period ending December 31, 2025.
Top management including CMD Anil Kumar P and CFO Ramakrishna Kamojhala to participate.
Universal access numbers for the call are 022 6280 1386 and 022 7115 8287.
The call is organized in collaboration with Anand Rathi Research.

💡 Investors should attend the call or review the transcript to understand the company's order book growth and execution capabilities in the aerospace segment. Focus on management's guidance regarding margin sustainability and new contract wins.

Unimech Aerospace Statutory Auditor M S K A & Associates Converts to LLP

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 27 Jan 2026, 05:20 PM

Unimech Aerospace and Manufacturing Limited has announced that its statutory auditor, M S K A & Associates, has converted into a Limited Liability Partnership (LLP) effective January 13, 2026. The firm will now operate under the name M S K A & Associates LLP with ICAI Registration No. 105047W/W101187. This is a routine administrative change and does not affect the existing audit engagement or the auditor's tenure. The company was officially notified of this change via email on January 23, 2026.

Statutory auditor M S K A & Associates converted to an LLP effective January 13, 2026
New entity name is M S K A & Associates LLP with ICAI Firm Registration No. 105047W/W101187
No change in the existing audit engagement or the remaining tenure of the appointment
The conversion was executed under the provisions of the Limited Liability Partnership Act, 2008

💡 No action is required from investors as this is a standard administrative update regarding the legal structure of the company's auditor.

View All UNIMECH Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

The Aero Tooling segment remains the primary driver, contributing 75% of total revenue in Q2 FY26. Overall revenue grew 16% in FY 2024-25 to INR 242.9 Cr, but slowed to 4% YoY growth in H1 FY26 (INR 125 Cr) and 1% YoY in Q2 FY26 (INR 62 Cr) due to US tariff headwinds.

Geographic Revenue Split

Non-U.S. consumption accounts for approximately 65% to 70% of revenue, while the U.S. market contributes the remaining 30% to 35%. The U.S. segment is currently facing a slowdown due to a new tariff regime impacting order pickup.

Profitability Margins

Net Profit Margin expanded from 27.19% in FY 2023-24 to 31.18% in FY 2024-25. However, PAT margins compressed to 24% in H1 FY26 and 22% in Q2 FY26 as lower revenue realization and higher depreciation from capacity additions impacted the bottom line.

EBITDA Margin

EBITDA margin stood at 38% for FY 2024-25 but declined to 31% in H1 FY26 and 30% in Q2 FY26. This 800-1100 bps YoY drop is attributed to lower sales volumes and the impact of U.S. tariffs on high-margin tooling exports.

Capital Expenditure

The company invested INR 38.9 Cr in Capex during H1 FY26, increasing its machine count to 146 units, including CNC milling and turning centers, to support long-term growth in the precision and nuclear segments.

Credit Rating & Borrowing

CRISIL reaffirmed a 'Crisil A-' rating and revised the outlook to 'Positive'. Borrowing costs are reflected in finance costs of INR 1.4 Cr for Q2 FY26, with interest coverage at 39.2 times in FY 2024 and 1.24 times in FY 2025 following equity expansion.

⚙️ Operational Drivers

Raw Materials

Raw materials include high-grade alloys for precision components and specific materials for engine stand orders, which accounted for a significant portion of the INR 30 Cr additional working capital utilized in Q2 FY26.

Import Sources

Not specifically disclosed in available documents, though the company mentions global supply chain support for aircraft and engine manufacturers.

Capacity Expansion

Current capacity includes 146 machines (CNC milling, turning, and CMM units). The company added 5 large machines in Q2 FY26 and plans to reach a fixed asset turnover of 3x to 3.5x within 24 to 30 months as utilization improves.

Raw Material Costs

Material and conversion costs were INR 41.27 Cr in H1 FY26, representing approximately 33% of revenue, a 17% increase YoY due to early procurement strategies for new engine stand projects.

Manufacturing Efficiency

Fixed asset turnover ratio was 1.9x in Q2 FY26, down from 5.2x in FY24, reflecting recent heavy capacity additions that are yet to reach optimal revenue generation levels.

📈 Strategic Growth

Expected Growth Rate

42%

Growth Strategy

The company targets INR 1,000 Cr revenue by FY29 by diversifying into nuclear (expected 35% revenue share with precision) and semiconductor segments, expanding manufacturing capacity, and pursuing M&A opportunities currently in advanced stages.

Products & Services

Precision engineering components, aero tooling, ground support equipment (GSE), engine stands, nuclear project components, and semiconductor First Article Inspections (FAIs).

Brand Portfolio

Unimech, Innomech Aerospace Toolings (Material Subsidiary).

New Products/Services

Entry into the semiconductor space with revenue flow expected by early 2026; expansion into high-value engine tooling and nuclear power projects.

Market Expansion

Expanding global footprints in strategic regions to enhance customer experience and reach new markets beyond the current 25-customer base.

Strategic Alliances

Actively evaluating joint ventures and acquisitions aligned with long-term growth, with a couple of deals in advanced stages.

🌍 External Factors

Industry Trends

The aerospace industry is seeing accelerated production cycles; however, the company is pivoting toward a 'blended' model including nuclear and semiconductors to hedge against aerospace cyclicality.

Competitive Landscape

Operates in a niche precision engineering market with high technical requirements; faces competition from global aero-tooling manufacturers.

Competitive Moat

Moat is built on high-complexity precision manufacturing and established relationships with major aerospace OEMs. Sustainability is supported by a healthy order book of INR 105 Cr and high entry barriers in nuclear/aero segments.

Macro Economic Sensitivity

Highly sensitive to global aerospace production cycles and international trade policies, particularly U.S. trade tariffs which have already led to a revision of the 40% growth guidance for FY26.

Consumer Behavior

Shift in B2B customer behavior from 'stocking' to 'need-based' ordering due to tariff-induced cost increases.

Geopolitical Risks

Geopolitical tensions and U.S. tariff regimes are cited as primary hindrances to achieving previous revenue acceleration targets.

⚖️ Regulatory & Governance

Industry Regulations

Subject to stringent aerospace manufacturing standards and international export/import tariffs, specifically the new U.S. tariff regime impacting high-value exports.