Uno Minda Accelerates EV Powertrain and Sunroof Expansion for FY27 Growth

Uno Minda is preparing for a major execution-driven phase as the automotive component manufacturer advances multiple new business programmes linked to electrification, premium vehicle technologies and increasing electronics integration across modern vehicles. Company management described FY27 as a critical transition year during which several ongoing projects are expected to move into production and scale-up phases. The company is also expanding into newer technology-focused segments including EV powertrain systems and automotive sunroofs as vehicle manufacturers continue to increase localisation efforts and electronic feature integration across product portfolios in India.

During the company’s Q4 FY26 earnings discussion, Group CFO Sunil Bohra stated that seven out of the company’s 11 ongoing projects are expected to either commence production or enter ramp-up stages during FY27. Management indicated that commercial operations are expected to begin in two emerging business segments, namely EV powertrain solutions and automotive sunroofs. These segments are being positioned as long-term strategic growth drivers for the company as demand for premium features and electrified mobility technologies continues to increase across passenger vehicle and two-wheeler markets.

To support upcoming manufacturing expansion and future business programmes, the company has planned capital expenditure of nearly ₹1,750 crore for FY27. The planned investment includes sustaining capex, growth-focused manufacturing expansion and land acquisition activities. Management indicated that the investment cycle aligns with increasing OEM requirements for localisation, higher electronic content integration and feature-rich vehicle architectures. The company is also preparing manufacturing capacity and supply chain capabilities to support upcoming production programmes linked to green mobility and advanced automotive electronics.

Uno Minda FY27 Investment and Expansion Overview

The company’s FY27 roadmap highlights expansion across EV systems, infotainment technologies and premium automotive components.

The company’s strategic transformation has accelerated steadily over the last three financial years. FY24 primarily focused on scale expansion supported by recovery in vehicle production volumes across passenger vehicles and two-wheelers. During FY25, the business moved further into EV-linked technologies, premiumisation-focused products and electronics-driven segments. In FY26, the company concentrated on strengthening future business portfolios while securing multiple orders across seating systems, lighting technologies, infotainment solutions and sunroof systems.

A significant development within the company’s evolving business structure has been the creation of a dedicated green mobility vertical. The new reporting structure covers EV systems, EV-specific controllers and alternate-fuel technologies, allowing the company to consolidate future-focused mobility businesses under a separate operational framework. Management indicated that the focus is now shifting from investment announcements and portfolio expansion toward large-scale industrial execution and operational ramp-up.

A major portion of the company’s future growth strategy is centred around EV powertrain systems. Recently, Maharashtra was selected for another greenfield manufacturing facility under Uno Minda Auto Innovations. The facility will manufacture and assemble electric drive units along with e-axle transmission systems for passenger vehicles. The investment reflects the company’s intention to strengthen its position in electrified mobility systems while supporting OEM demand for localised EV component manufacturing capabilities.

Alongside EV systems, the company is aggressively expanding its automotive sunroof business. Management stated that the cumulative sunroof order book potential has crossed ₹3,500 crore. Manufacturing operations related to this business are expected to begin by the end of FY27. Increasing demand for premium vehicle features across the passenger vehicle segment is supporting growth opportunities for sunroof systems, especially as OEMs continue differentiating products through enhanced cabin experiences and feature-rich vehicle offerings.

The infotainment business has also emerged as a significant long-term growth contributor for the company. Management stated that an Android-based in-vehicle infotainment platform has been developed internally, and the company has already secured a programme carrying estimated peak annual revenue potential of nearly ₹600 crore. Production associated with this programme is expected to commence in FY29. The development strengthens the company’s presence in software-integrated automotive electronics and connected in-vehicle experience technologies.

Despite entering a high-investment cycle involving plant commissioning and manufacturing ramp-up activities, management maintained EBITDA margin guidance at nearly 11%, with a variation range of plus or minus 50 basis points. The company acknowledged that commodity inflation, rising labour costs and start-up expenses linked to newly commissioned facilities may create operational pressure during the expansion phase. However, management indicated confidence in maintaining profitability levels while executing large-scale future mobility and electronics-focused manufacturing programmes.

Frequently Asked Questions

Why is FY27 considered important for Uno Minda?
FY27 is considered important because Uno Minda plans to operationalise several ongoing manufacturing and technology projects during the year. The company expects seven projects to either commence production or undergo ramp-up stages while expanding into EV powertrain and sunroof businesses. This phase marks a transition from investment and order acquisition toward industrial execution and production scaling. The company is also increasing manufacturing capacity and localisation efforts to support growing demand for automotive electronics, premium vehicle features and electrified mobility systems.

What new businesses is Uno Minda focusing on for future growth?
Uno Minda is focusing on EV powertrain systems, automotive sunroofs and advanced infotainment technologies as key future growth businesses. The company is establishing a new facility in Maharashtra for electric drive units and e-axle systems while also scaling its sunroof manufacturing operations. In addition, Uno Minda has developed an Android-based infotainment platform with significant revenue potential. These businesses are aligned with increasing electrification, connected vehicle technologies and premiumisation trends across the automotive industry.

How much investment has Uno Minda planned for FY27?
Uno Minda has planned approximately ₹1,750 crore in capital expenditure for FY27. The investment will support sustaining capex requirements, manufacturing expansion projects and land acquisition activities. The company is preparing for higher production volumes, localisation requirements and increasing electronics integration across vehicles. Investments are also being directed toward EV systems, green mobility technologies and premium automotive components. Management believes these investments will help strengthen long-term competitiveness and manufacturing readiness for future automotive technology programmes.

What is the significance of Uno Minda’s infotainment platform project?
Uno Minda’s infotainment platform project is significant because it strengthens the company’s position in software-driven automotive electronics and connected vehicle technologies. The company has internally developed an Android-based in-vehicle infotainment platform and secured a programme with estimated peak annual revenue potential of around ₹600 crore. Production is expected to begin in FY29. The project supports growing industry demand for advanced digital cockpit systems, connected features and enhanced in-vehicle user experiences across modern passenger vehicles.