| Revenue growth | 15% YoY for FY26; 12% YoY for Q4 FY26. |
|---|---|
| Margins | Stable; FY26 EBITDA margin at 12.1%. Pass-through model for raw materials. |
| Order book | Significant new wins totaling ₹310cr peak annual revenue from OEMs. |
| Demand visibility | Strong; government GST cuts provided stimulus; structural uptick in two-wheelers. |
| Management confidence | High; delivered on all IPO commitments and diversifying into aerospace. |
Growth
FY26 revenue grew 15% to ₹95,091M; Adjusted PAT surged 41% to ₹5,020M. Q4 manufacturing revenue rose 21%.
Outlook
Guiding for mid-teens revenue growth and stable EBITDA margins; capex targeted at 6-6.5% of manufacturing revenue.
Risks
Input cost volatility in steel/plastic and supply chain disruptions due to ongoing global oil crisis.
Earnings Call filed with BSE, NSE: BELRISE. Summary written with AI assistance from the document.
Belrise Industries Ltd: key numbers
- Share price
- ₹216.40
- Market cap
- ₹20,929 Cr
- Revenue (annual)
- ₹9,509 Cr
- Net profit (annual)
- ₹496.9 Cr
- P/E (TTM)
- 41.3×Sector 32.5×
- Promoter holding
- 61.15%-5.31% QoQ
- FII holding
- 12.13%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Belrise Industries Ltd
All →Belrise Industries Board Meeting Date
Belrise Industries will hold a board meeting on November 13, 2026 to consider unaudited standalone and consolidated results for the quarter and half year ended September 30, 2026. This is an advance intimation under Regulation 29.
Belrise Industries Partnership
Belrise Industries has signed a licence and technical assistance agreement with Japan's Yamato Co. for filter products. It grants Indian manufacturing rights, with royalty and fees payable.
Belrise Industries Legal & Regulatory
Belrise Industries received GST order demanding Rs.1,51,026 for FY 2023-24, including tax, interest and penalty. No material operational impact is expected, and an appeal is being evaluated.
- Value
- ₹0.02 Cr
Belrise Industries Other Announcement
Belrise Industries Ltd submitted its quarterly shareholding pattern filing for the period ended September 30, 2026, in compliance with regulatory disclosure requirements.
Belrise Industries Capital Structure Change
Belrise Industries Limited shareholders approved increasing the authorized share capital to Rs. 550 Crore. This change includes an alteration to the Capital Clause of the Memorandum of Association.
Belrise Industries Management Change
Belrise Industries Limited appointed M/s. Shailesh Haribhakti & Associates and M/s. Rathi Rathi and Co. as Joint Statutory Auditors for a five-year term starting FY 2026-27.
- Execution
- 5 years