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532539: Future Margin Gains And EV Investment Will Drive Bullish Repricing

Expansions And Localization Will Capture Secular EV And Auto Trends

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532539
AnalystHighTarget
Not Invested
Published 22 Jun 2025

Update shared on 23 Dec 2025

Fair value Increased 1.43%
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AnalystHighTarget's Fair Value
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1Y
22.3%
7D
3.2%

Analysts have nudged their price target on Uno Minda slightly higher from ₹1,472 to ₹1,493. This reflects expectations of improved profit margins and a marginally richer future valuation multiple, even as they temper revenue growth assumptions and apply a higher discount rate.

What's in the News

  • The board will consider acquiring the remaining 49.90 percent equity stake from Buehler Motor GmbH in Uno Minda Buehler Motor Private Limited at the December 1, 2025 meeting, which would make it a wholly owned subsidiary (Board Meeting agenda).
  • A proposal to terminate the existing joint venture agreement with Buehler Motor GmbH will be taken up as part of the same December 1, 2025 board deliberations (Board Meeting agenda).
  • A plan is under review to invest up to INR 40 crore, in one or more tranches, into UnoMinda EV Systems Pvt. Ltd., the company’s wholly owned EV subsidiary (Board Meeting agenda).
  • A board meeting is scheduled for November 7, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (Board Meeting agenda).

Valuation Changes

  • Fair Value: Risen slightly from ₹1,472 to ₹1,493, reflecting a modest upward revision in the estimated intrinsic value per share.
  • Discount Rate: Increased slightly from 14.38 percent to 14.80 percent, implying a marginally higher required rate of return and risk assumption.
  • Revenue Growth: Reduced meaningfully from 26.14 percent to 22.30 percent, indicating more conservative expectations for top line expansion.
  • Net Profit Margin: Improved moderately from 7.20 percent to 7.83 percent, signaling expectations of better profitability.
  • Future P/E: Edged up marginally from 50.39x to 50.80x, suggesting a slightly richer valuation multiple applied to future earnings.

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