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Earnings Call

Menon Bearings Earnings Call: Key Takeaways

Menon Bearings delivered record consolidated performance in FY26, driven by capacity expansion and strong demand in Bi-metal and Alkop segments.

Why this was an Alfa AlertNot a filter event. Performance was record-breaking but no prior numerical guidance range was provided for comparison.
Highlights
Revenue growth23.5% YoY in FY26.
MarginsEBITDA margin expanded from 18.62% in FY25 to 21.51% in FY26.
Order bookExpected ₹50-60cr annual revenue from Alkop within 2 years.
Demand visibilityStrong, targeting high-volume US aftermarket and Africa.
Management confidenceHigh, 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.

Source

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

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Menon Bearings Ltd: key numbers

Share price
₹298.25
Market cap
₹1,671 Cr
Revenue (annual)
₹299.5 Cr
Net profit (annual)
₹38.25 Cr
P/E (TTM)
38.0×Sector 33.6×
Promoter holding
68.44%+0.00% QoQ
FII holding
0.14%Current quarter

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

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