Minda Corporation Strong Q2 FY26 Performance Driven by EV and Premium Products

Minda Corporation reported a strong performance in Q2 FY26, achieving its highest-ever quarterly revenue of ₹1,535 crore, a 19% year-over-year growth. The company’s EBITDA reached ₹178 crore with a margin of 11.6%. Growth was fueled by sustained demand, increased market share, and strong traction in EV and premium product categories. Minda has secured its first sunroof order and maintains a positive outlook, driven by government initiatives and strategic investments.

Financial Highlights

Minda Corporation showcased robust financial results for Q2 FY26:

  • Revenue: Achieved a record ₹1,535 crore, marking a 19% year-over-year increase.
  • EBITDA: Reached ₹178 crore, a 21.4% increase year-over-year, with an 11.6% margin.
  • Profit After Tax: Stood at ₹85 crore, reflecting a 14% year-over-year growth.

For the first half of FY26, the company also saw substantial growth:

  • Revenue increased by 18%.
  • EBITDA grew by 20%.
  • PAT increased by 8%.

Key Growth Drivers

The company’s strong performance was underpinned by several factors:

  • Sustained demand across key vehicle segments.
  • Increase in business market share.
  • Growth in content per vehicle and strong EV traction.
  • Premium product categories gaining momentum.

Strategic Developments

Minda Corporation is focused on several strategic initiatives:

  • R&D Investments: Investing approximately 3% to 3.5% of revenue in R&D to advance technological capabilities.
  • EV Market Expansion: Committed to expanding its presence in the EV market through strategic partnerships and product development.
  • Localization: Scaling domestic manufacturing and localizing key components to strengthen the supply chain.

Order Wins & New Products

The company reported significant order wins and product launches:

  • Sunroof Order: Secured its first sunroof order from a leading OEM, with SOP planned for Q1 FY27.
  • EV Wiring Harness: Received a high-voltage EV wiring harness order from a leading OEM.
  • TFT Cluster: Won an order for TFT clusters from a leading OEM.
  • Switches: Toyodenso joint venture secured a significant order for switches, with operations planned to commence in Q4 FY27.

Flash Electronics Performance

Associate company, Flash Electronics, also delivered a strong performance in Q2 FY26:

  • Revenue: ₹446 crore
  • EBITDA: ₹72 crore with a margin of 16.1%.

Debt Position

  • Net debt stands at ₹1,165 crore.
  • Net debt-to-equity ratio is about 0.5.
  • Rating: AA stable from India rating.

Source: BSE

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