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Earnings Call

Belrise Industries Earnings Call: Key Takeaways

Belrise reported strong FY26 performance with 15% revenue growth to ₹95,091 Mn and 41% Adjusted PAT growth. Strategy focuses on Aerospace/Defense diversification and high-tensile 4W components.

Why this was an Alfa AlertNot a filter event. No specific prior guidance range was provided to determine a 10% material beat.
Highlights
Revenue growth15% YoY for FY26; Q4 FY26 manufacturing revenue up 21%.
MarginsFY26 EBITDA margin at 12.1%; Adj. PAT margin improved to 5.3%.
Order bookExpanded for Japanese 4W OEM EV models and Italian 650cc bike.
Demand visibilityStrong expansion in 4W/CV and international aerospace sectors.

Growth

FY26 Revenue up 15% YoY; Adj. PAT up 41% to ₹5,020 Mn. Q4 FY26 Revenue grew 12%.

Outlook

New facilities in Haridwar, Lille, and Pune starting FY26/27. Entering Aerospace/Defense via Chester Hall and SDM acquisitions.

Risks

Exceptional items from New Labour Code impacting employee benefits; high concentration in 2W/3W segment (82% of revenue).

Source

Earnings Call filed with BSE, NSE: BELRISE. Summary written with AI assistance from the document.

Read the document ↗

Belrise Industries Ltd: key numbers

Share price
₹247.92
Market cap
₹23,978 Cr
Revenue (annual)
₹9,509 Cr
Net profit (annual)
₹496.9 Cr
P/E (TTM)
47.3×Sector 33.6×
Promoter holding
61.15%-5.31% QoQ
FII holding
12.09%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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