Uniparts India Ltd

CHRO Appointment

• Type of change: Appointment of Chief Human Resource Officer.
• Person: Mr. Manish Singh appointed as CHRO, Senior Management Personnel.
• Effective date: August 17, 2026.
• Reason: Recommendation of Nomination and Remuneration Committee.
• Profile: 23 years in HR leadership; MBA from FMS Delhi; BE in Electronics & Instrumentation.
• Previous roles: GM-HR at Blue Star Limited; earlier HR & Administration at Usher Agro.
• Disclosure: Relationship with other directors is Not Applicable.
• Board/Committee impact: No changes reported to board composition.

Meeting Details

• 20/08/2026 09:00 a.m. Bangalore — one-to-one in-person meeting with Nimida Capital.
• 20/08/2026 10:30 a.m. Bangalore — one-to-one in-person meeting with Mirabilis Investment.
• 20/08/2026 16:00 p.m. Bangalore — one-to-one in-person meeting with Premji Investment.

Participants

• Company representatives to conduct meetings; specific roles not disclosed.

Purpose

• General investor/analyst interaction; schedule of meetings disclosed.

Additional Notes

• Schedule published on company website.

Financial Performance

• Revenue from operations: INR 347 crores in Q1 FY27, up 27% YoY.
• EBITDA: INR 90 crores, up 55% YoY, 10% QoQ.
• PAT: INR 57 crores, up 64% YoY, 11% QoQ.
• 12-month trailing EPS: INR 39.97.
• Operating cash: INR 44 crores in the quarter.
• Net working capital: 139 days of trailing revenue.
• Net cash position: INR 190 crores at quarter end.
• Capex during quarter: INR 12 crores.

Segment Trends and Channel Mix

• Construction equipment revenue share about 45% of total in Q1 FY27.
• US and Europe infra investments support construction equipment demand.
• Large agricultural equipment demand subdued; recovery expected in CY2027.
• India small agriculture growth aided by subsidies.
• Aftermarket revenue around 12% of revenue; tariff volatility skew.
• Warehouse share trajectory: 52–56% of revenue; Q2 likely in line.

Balance Sheet and Cash Flow

• Net cash at quarter end: INR 190 crores.
• Trailing 12-month working capital days: 139.
• Capex in quarter: INR 12 crores.

Projects and Capex

• Organic capex target: 2.5%–3.5% of revenue.
• Fabrication vertical anticipated to become meaningful in 18–24 months.
• Mexico Phase 2 manufacturing potential.

Guidance and Outlook

• FY27 growth expected to be a couple of percentage points higher than FY26.
• Cycle EBITDA margin around 20%.
• Q2 robust and in line with Q1.
• FY28 outlook tied to ag recovery and industrial demand.

Q&A Highlights

• Acquisitions: evaluating ~6 opportunities; ROCE/ROE accretive in 18–30 months.
• Warehouse mix: 52–56%; Q2 expected in line.
• Mexico revenue mid single-digit million USD in FY27.
• European/US opportunities persist; top customers in ag and construction.

Meeting Details

• 12/08/2026, 11:00 a.m. – Helios AIF; one-to-one in-person meeting.
• 12/08/2026, 12:00 Noon – Bajaj AIF; one-to-one in-person meeting.
• 12/08/2026, 16:00 – CLSA; one-to-one in-person meeting.

Participants

• Company representative: Head Legal, Company Secretary and Compliance Officer.

Purpose

• Purpose: investor/analyst interaction.

Additional Notes

• Schedule subject to change; UPSI will not be shared.
• Information also posted on the company website.

Meeting Details

• Date and time: August 5, 2026, 3:00 PM IST
• Type and mode: group earnings conference call (virtual)

Participants

• Chairman and Managing Director will participate.
• Wholetime Director and Group CEO will participate.
• Group Chief Financial Officer will participate.

Event / Organizer

• Event is the Q1FY27 Earnings Conference Call.

Purpose

• Discuss standalone and consolidated unaudited results for quarter ended June 30, 2026.

Availability

• Presentation materials will be uploaded on the company website.

Meeting Details

• Date: 14/08/2026, 09:00 AM IST
• Type and mode: Group and One-to-One meetings, in person
• Event: Equirus Annual India Conference
• Company representatives: Head Legal, Company Secretary and Compliance Officer
• Purpose: Investor/analyst interaction at the conference

Meeting Details

• Event: Emkay Confluence 2026; group and one-to-one investor meetings in person.
• Date and time: 13 August 2026, 09:00 IST.
• Venue: Grand Hyatt, Mumbai.

Participants

• Key company participants: representatives for investor meetings; Head Legal, Company Secretary and Compliance Officer.

Purpose

• Purpose: investor/analyst engagement at Emkay Confluence 2026.

Meeting Details

• Board meeting scheduled for August 4, 2026; time and venue not disclosed.

Key Agenda Items

• Consider and approve standalone and consolidated unaudited financial results for quarter ended June 30, 2026.
• Declare First Interim Dividend for FY 2026-27 and fix record date.

Other Notes

• Trading window closed from July 1, 2026, to August 6, 2026 for results announcement.