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FTWZ regulatory approval delays
View Risks →Unimech Aerospace and Manufacturing Ltd — Q3 FY26
Unimech reported Q3 FY26 revenue of ₹34 cr, sharply down from ₹61 cr in Q2, with PAT of ₹2.4 cr and EBITDA margin of 4.6%.
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Unimech reported Q3 FY26 revenue of ₹34 cr, sharply down from ₹61 cr in Q2, with PAT of ₹2.4 cr and EBITDA margin of 4.6%. The miss was driven by a temporary slowdown in aero tooling due to elevated US tariffs (since reduced from 50% to 18%) and seasonal December effects. Management emphasized the weakness was not structural, citing a record order book of ₹210 cr (including ₹68 cr nuclear) and ₹30 cr of finished goods ready for shipment. Guidance targets surpassing last year's revenue of ₹240 cr for FY26, with Q4 expected to recover to ₹90-100 cr. Key risks include delays in FTWZ regulatory approvals and slower-than-expected order conversion in precision components.
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Order Book
₹210 cr
+100% YoY
Record order book includes ₹68 cr nuclear orders; provides strong near-term visibility.
Capacity Utilization
50%
flat QoQ
Utilization remains low due to tariff headwinds; expected to improve as demand normalizes.
Gross Margin
71%
+300bps QoQ
Gross margins resilient despite low revenue, reflecting strong cost structure.
Fixed Asset Turnover
1.4x
-0.6x QoQ
Lower utilization dragged asset turns; target is 3x over medium term.
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Guidance and risk preview
Management targets surpassing last year's revenue of ₹240 cr for full year FY26, implying Q4 revenue of ~₹81 cr.
FTWZ facility is complete but awaiting regulatory approvals; any delay could impact revenue recognition and customer inventory buildup.
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