Uno Minda is steadily increasing its exposure to electronics-heavy and technology-led automotive businesses, with segments linked to EV systems, infotainment, sensors, controllers and premium vehicle features gaining scale within its broader portfolio.
The clearest indicator of that transition came from the company’s newly created “Green Mobility” vertical, which reported revenue of ₹1,405 crore in FY26. In Q4FY26 alone, the segment grew 25% year-on-year to ₹423 crore, driven by EV systems, alternate fuel technologies and EV-specific controller businesses.
Within the segment, alternate fuel systems contributed ₹186 crore during Q4FY26, while E2W and E3W systems contributed ₹147 crore. Revenue from EV-specific controllers stood at ₹44 crore, while E4W systems contributed ₹46 crore.
At the same time, Uno Minda’s sensors and ADAS business generated ₹205 crore in Q4FY26, while its infotainment business secured a new programme with estimated peak annual revenue potential of around ₹600 crore. The order is significant considering the company’s FY26 infotainment revenues stood at around ₹846 crore.
“By aligning our deep localisation with tailwinds in premiumisation, safety and electrification, we are structurally expanding our kit value per vehicle and solidifying our manufacturing leadership,” Ravi Mehra, Managing Director, Uno Minda Group, said in the company’s FY26 earnings statement.
The transition marks a notable shift in Uno Minda’s growth journey over the last few years. FY24 was largely a scale-led year, driven by recovery in passenger vehicle and two-wheeler production and expansion across core businesses such as switches, lighting and alloy wheels.
By FY25, the company had started accelerating investments in electronics, EV-linked technologies and premium vehicle features while expanding localisation capabilities. FY26 then became a year of future portfolio building and order consolidation across EV systems, infotainment, exports and premiumisation-led businesses.
During the Q4FY26 investor call, management repeatedly highlighted businesses such as EV systems, infotainment, advanced lighting, ADAS-linked products and sunroofs as future growth drivers. It also noted that the automotive industry itself is witnessing a “structural shift towards higher value vehicles”, particularly in passenger vehicles and premium two-wheelers.
The company’s sunroof business reflects that premiumisation trend. Uno Minda said cumulative sunroof order book potential has crossed ₹3,500 crore, with manufacturing operations expected to commence by the end of FY27.
Its infotainment business is also scaling up rapidly. The company said its in-house R&D operations have developed an Android-based in-vehicle infotainment platform, helping secure the ₹600 crore programme, with production expected to begin in Q3FY29.
Advanced lighting is becoming another important growth area as vehicles become more feature-rich and electronics-intensive. Uno Minda’s lighting business, which contributed 22% of Q4FY26 revenues, secured a large two-wheeler lighting order with annual peak value of around ₹450 crore and SOP scheduled for H2FY28.
Meanwhile, the company is also strengthening its EV powertrain presence. Uno Minda recently announced a second plant in Chhatrapati Sambhajinagar, Maharashtra, for electric powertrain manufacturing, including electric drive units and dual clutch hybrid transmission systems. The project involves a capex of ₹550 crore, with SOP planned for Q2FY28.
“We continue to execute our dual strategy, driving vertical growth in core businesses through higher value addition and market share gains, while simultaneously scaling new-age emerging technology platforms,” Sunil Bohra, Group CFO, Uno Minda, said during the investor call.
Management has described FY27 as a “defining year for execution”, with seven of the company’s 11 ongoing projects expected to either commence production or undergo ramp-up during the fiscal year.
The broader transition suggests Uno Minda’s next phase of growth may increasingly be shaped not just by vehicle production volumes, but also by how much technology, electronics and premium content goes into each vehicle platform.