In Week of Mar 28, 2026, Mayur Uniquoters Ltd (Plastics - Plastic & Plastic Products) is outperforming Nifty 500 with +14.7% relative strength. Fundamentals: Strong. On a 7-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Strategic shift to US/European export markets driving 41% export revenue share with better margins
Impact: +₹500 Cr revenue
“Management stated: 'Our endeavor is to make the company a preferred supplier for the leading OEMs... this increased momentum is expected to continue in next 2-3 years.'”
What: New capacity to support export growth and maintain margins
Impact: +₹350 Cr revenue
“Management stated: 'Mayur Uniquoters is evaluating capex of ₹200-300 crore for expansion.'”
Earnings deceleration risks from management commentary
Trigger: Continued price-based competition
Impact: -200 bps margin impact
Management view: Management stated: 'Our footwear business is not growing because of local competition because of price low price margin.'
Monitor: Domestic footwear revenue growth
Trigger: Capex delays or cost overruns
Impact: -100 bps margin impact
Management view: No specific timeline provided for capex completion
Monitor: Capex execution timeline
Key quotes from recent conference calls
“Our endeavor is to make the company a preferred supplier for the leading OEMs. And especially in overseas market, US and European regions and in addition to this we have already received some good export orders from US for OM supply and resulting into a good contribution to our top line and bottom line and this increased momentum is expected to continue in next 2-3 years. — Management”
“It is because our margins are much better in the export business. That means that is why our concentration and focus is more on the export business. — Vinod Kumar Sharma”
“Mayur Uniquoters is evaluating capex of ₹200-300 crore for expansion. — Management”
“Management is confident in maintaining 24-25% EBITDA margins and expects 2-digit growth, targeting 15% in FY27. — Management”
Forward-looking targets from management for FY27
Revenue Growth Target
15%
Implied PAT Growth
15%
OPM Guidance
24.5%
Capex Plan
₹300 Cr
Key Milestones
• Maintain 24-25% EBITDA margins
• Achieve 15% revenue growth in FY27
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +14% | +10% | Stable |
| PAT (Net Profit) | +65% | +17% | Stable |
| OPM | 23.0% | +100 bps | Stable |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Mayur Uniquoters Ltd's latest quarterly results (Dec 2025) show
Mayur Uniquoters Ltd's profit is growing with an stable trend.
Mayur Uniquoters Ltd's revenue growth trend is stable.
Mayur Uniquoters Ltd's operating margin is stable.
Mayur Uniquoters Ltd's long-term compounding rates
Mayur Uniquoters Ltd's earnings growth is stable with improving on a sequential basis.
Mayur Uniquoters Ltd's trailing twelve month (TTM) performance
Mayur Uniquoters Ltd appears significantly undervalued based on our fair value analysis.
Mayur Uniquoters Ltd's current PE ratio is 12.8x.
Mayur Uniquoters Ltd's current PE is 12.8x.
Mayur Uniquoters Ltd's price-to-book ratio is 2.2x.
Mayur Uniquoters Ltd is rated Strong with a fundamental score of 73.67/100. This score is calculated from objective financial metrics
Mayur Uniquoters Ltd has a debt-to-equity ratio of N/A.
Mayur Uniquoters Ltd's return ratios over recent years
Mayur Uniquoters Ltd's operating cash flow is positive (FY2025).
Mayur Uniquoters Ltd's current dividend yield is 0.98%.
Mayur Uniquoters Ltd's shareholding pattern (Dec 2025)
Mayur Uniquoters Ltd's promoter holding has remained stable recently.
Mayur Uniquoters Ltd has been outperforming Nifty 500 for 7 consecutive weeks, indicating building momentum.
Mayur Uniquoters Ltd is an established outperformer with 7 weeks of consecutive Nifty 500 outperformance.
Mayur Uniquoters Ltd has 2 key growth catalysts identified from recent earnings analysis
Mayur Uniquoters Ltd has 2 key risks worth monitoring
In Q3 FY26, Mayur Uniquoters Ltd's management highlighted
Mayur Uniquoters Ltd's management has provided the following forward guidance for FY27
Based on quantitative research signals, here is why Mayur Uniquoters Ltd may be worth studying
Mayur Uniquoters Ltd investment thesis summary:
Mayur Uniquoters Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
