Minda Corporation Earnings Presentation Q2 & H1 FY26

Minda Corporation announced its earnings presentation for Q2 and H1 FY26, showcasing significant financial performance. The company reported a revenue increase of 19.0% YoY for Q2, reaching ₹1,535 crore, and 18.0% YoY for H1. The EBITDA margin stood at 11.6% for Q2 and 11.4% for H1, reflecting growth of 22 Bps and 23 Bps respectively. Strategic developments include securing first sunroof order and new technology partnerships.

Q2 & H1 FY26 Performance Highlights

Minda Corporation showcased a strong performance in the first half of fiscal year 2026, marked by significant revenue growth and strategic initiatives:

  • Highest ever Quarterly Revenue of ₹1,535 crore, a growth of 19.0% YoY.
  • EBITDA margin reached 11.6% for Q2FY26, an increase of 22 Bps YoY.
  • Revenue growth of 18.0% YoY despite challenging economic conditions.
  • H1 EBITDA margin stood at 11.4%, with a growth of 23 Bps YoY.
  • Total Lifetime Order-book exceeded ₹3,600 Crore.
  • Secured first sunroof order.

Key Business Developments

Several strategic developments contributed to Minda Corporation’s performance:

  • Strategic order for high-voltage EV wiring harnesses from a leading PV OEM.
  • Order won for TFT cluster from a leading Indian passenger vehicle OEM for their upcoming model launch.
  • Secured a first life time order for sunroof systems from leading OEMs and SOP planned for Q1 FY27.

Financial Performance

The financial results showed positive momentum:

  • Q2 FY26 Revenue: Increased to ₹1,535 crore
  • Q2 FY26 EBITDA Margin: Stood at 11.6%
  • H1 FY26 PAT: ₹150 crore

Business Segment Performance

Performance across different business verticals was strong:

  • Mechatronics and Aftermarket: Driven by strong domestic 2W segment demand, with Q2 FY26 revenue reaching ₹712 crore.
  • Information & Connected Systems: Strong growth driven by domestic 2W and CV segments with Q2 FY26 revenue at ₹823 crore.

Strategic Priorities and Future Growth

Minda Corporation focuses on several strategic priorities to deliver robust growth:

  • Investment in existing business
  • New product launches.
  • Expanding into new markets.
  • Premiumization of existing products.
  • Investment in R&D.

Expansion & New Facilities

Minda Corporation is actively investing in expanding its manufacturing capabilities. The company incurred a capital expenditure of ₹220 crore in H1 FY26 and plans to spend approximately ₹2,000 crore over the next five years. This includes setting up new greenfield facilities for die casting and instrument clusters.

Source: BSE

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