| Revenue growth | 23.16% for FY26; targeting 25% YoY growth next few years. |
|---|---|
| Margins | Targeting 20-22% EBITDA; Q4 achieved 25% due to export mix. |
| Order book | Current order position ₹32Cr; targeting ₹190Cr for first half FY27. |
| Demand visibility | Strong domestic/export demand; 51 new parts in pipeline for major OEMs. |
| Management confidence | Extremely optimistic; 100% sure of sustaining performance via robust pipelines. |
Growth
FY26 consolidated income rose 23.16% to ₹300Cr+. Full-year PAT stood at ₹38.25Cr, up 53.41% YoY, with Q4 PAT surging 108.55% YoY.
Outlook
Guidance of ₹360Cr+ revenue for FY27 and ₹500Cr by FY28. Planned capex of ₹35Cr over two years. Targeting 20-22% EBITDA margins.
Risks
Geopolitical tensions impacting logistics/sourcing for Alkop imports; volatile raw material prices (Copper/Aluminium); potential impact of new labor code.
Earnings Call filed with BSE, NSE: MENONBE. Summary written with AI assistance from the document.
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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