| Revenue growth | 23.5% YoY in FY26. |
|---|---|
| Margins | EBITDA margin expanded from 18.62% in FY25 to 21.51% in FY26. |
| Order book | Expected ₹50-60cr annual revenue from Alkop within 2 years. |
| Demand visibility | Strong, targeting high-volume US aftermarket and Africa. |
| Management confidence | High, focused on integrated operations and innovation. |
Growth
FY26 Revenue grew 23.5% to ₹299.46cr; PAT surged 53.4% to ₹38.25cr. Q4FY26 PAT rose 108.7% YoY.
Outlook
Planned ₹34.5cr capex over 2 years; targeting 37% export revenue and 8-10% Alkop revenue from EV by FY27.
Risks
Exposure to raw material cost volatility and competitive pressure in the braking systems sector.
Earnings Call filed with NSE, NSE: MENONBE. Summary written with AI assistance from the document.
Menon Bearings Ltd: key numbers
- Share price
- ₹353.50
- Market cap
- ₹1,981 Cr
- Revenue (annual)
- ₹299.5 Cr
- Net profit (annual)
- ₹38.25 Cr
- P/E (TTM)
- 38.2×Sector 32.5×
- Promoter holding
- 66.66%-1.78% QoQ
- FII holding
- 0.21%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Menon Bearings Ltd
All →Menon Bearings Legal & Regulatory
Menon Bearings paid Rs 9,440 NSE fine including GST for a delayed shareholding pattern filing. The board noted the delay as inadvertent and advised stricter filing compliance.
Menon Bearings Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹100.9 Cr (+58.6% YoY), EBITDA ₹22.2 Cr (22.0% margin), PAT ₹14.7 Cr (+117.1%). H1FY27 revenue ₹194.9 Cr, PAT ₹28.9 Cr. Strategy: capacity expansion, EV entry, exports.
Menon Bearings Q2 FY27 Results: Net Profit ₹14.7 Cr, Up 116.2% YoY
Menon Bearings Ltd reported revenue from operations of ₹98.3 Cr (+57.3% YoY) and net profit of ₹14.7 Cr (+116.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹14.7 Cr · +116.2% YoY
Menon Bearings Promoter Selling
Promoter group members of Menon Bearings Limited sold 9,96,909 shares via open market. The combined promoter stake decreased from 68.44% to 66.67%.
Menon Bearings Annual General Meeting
Menon Bearings Limited held its 35th Annual General Meeting on August 6, 2026. Shareholders transacted ordinary and special business including adoption of financial statements and director appointments.
Menon Bearings Investor Presentation: Key Takeaways
Menon Bearings reported record Q1 FY27 results with consolidated revenue of ₹91.79 Cr (up 36.6% YoY) and PAT of ₹11.23 Cr (up 63.5% YoY). Strategy focuses on high-value critical components and US/Europe export expansion.
- Call
- Guides 20% growth