ALFA Finder| Management target | Revenue 20.0% CY26 |
|---|
| Revenue growth | Q3 revenue ₹660 Cr, +30.2% YoY; exports +46.2%, domestic +23.8%. |
|---|---|
| Margins | EBITDA 19.5% Q3; guides 18.5% for two years, implying contraction. |
| Demand visibility | Wind weak; top customer down ~30% in 9M; recovery promised, unconfirmed. |
| Management confidence | Confident but hedged; flags forex, export benefits as non-repeatable. |
Growth
Revenue ₹660 Cr (+30.2%), exports +46.2%, domestic +23.8%. Mobility +54.9% from program wins; 9M revenue +22.8%.
Outlook
CY26 revenue growth ~20% guided (9M 22.8% implies ~12-13% Q4); 18.5% EBITDA margin goal; 15% CAGR CY26-28.
Risks
Wind's top customer down about 30% for 9M. 19.7% 9M margin includes forex and price benefits management expects to fade.
Earnings Call Transcript filed with BSE, NSE: BONFIG. Summary written with AI assistance from the document.
Bonfiglioli Transmissions Ltd: key numbers
- Share price
- ₹794.50
- Market cap
- ₹14,936 Cr
- Revenue (annual)
- ₹2,014 Cr
- Net profit (annual)
- ₹237.9 Cr
- Promoter holding
- 77.00%
- FII holding
- 3.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bonfiglioli Transmissions Ltd
All →Bonfiglioli Transmissions Investor Presentation: Key Takeaways
Q2 FY27 (Q3 CY26): revenue ₹6,602mn (+30.2% YoY), EBITDA ₹1,289mn (19.5% margin), PAT ₹871mn (+38.2%). Targets ~15% revenue CAGR CY26–28 with a net-cash balance sheet.
Bonfiglioli Transmissions Results Update
Bonfiglioli Transmissions reported Q3 CY26 revenue of ₹6,602 mn, up 30.2% YoY, and PAT up 38.2%. Management expects about 20% revenue growth for CY26.
Bonfiglioli Transmissions Q2 FY27 Results: Net Profit ₹87.1 Cr, Up 38.3% YoY
Bonfiglioli Transmissions reported unaudited results for the quarter ended September 30, 2026. Quarterly profit after tax rose to Rs 871.03 million from Rs 630.38 million.
- Key figure
- Net profit ₹87.1 Cr · +38.3% YoY
Bonfiglioli Transmissions Board Meeting Date
Bonfiglioli Transmissions will hold a board meeting on 12 November 2026 to approve unaudited nine-month results. The trading window stays closed until 14 November 2026.
Bonfiglioli Transmissions Management Change
Bonfiglioli Transmissions appointed Mr. Sunil Kumar as Company Secretary and Compliance Officer effective 16 October 2025. He brings over six years of secretarial and compliance experience.
Bonfiglioli Transmissions Other Announcement
Bonfiglioli Transmissions submitted its PIT fair-disclosure code and legitimate-purpose policy under Regulation 8(2). This is routine SEBI compliance paperwork with no financial or operational impact.