| Management target | Revenue 37.0% FY27 |
|---|
| Revenue growth | 37.2% YoY |
|---|---|
| Margins | EBITDA margin up 298 bps YoY to 23.8% |
| Order book | Samples received from US; substantial domestic orders expected |
| Demand visibility | Strong domestic and export order pipeline |
| Management confidence | High |
Growth
Revenue grew 37.2% YoY; EBITDA increased 56.8% and Net Profit surged 67.3% to Rs. 14.11 Cr.
Outlook
Capex of Rs. 34.5 Cr planned over 2 years. Targeting 37% revenue from exports by FY27.
Risks
Shift to EVs impacting traditional engine segments; competitive pressure in the braking systems market.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue INR 290 Cr → delivered INR 300+ Cr (= BEAT)
- Guided EBITDA margin 20-22% → delivered 23.8% (= BEAT)
- Guided Revenue Growth 25% YoY → delivered 37.2% YoY (= BEAT)
Partly delivered
- Guided 2-year Capex INR 25 Cr (Bi-Metal) + 7 Cr (Alkop) + 3 Cr (Brakes) → delivered INR 34.5 Cr total plan (= PARTIAL)
Earnings Call filed with NSE, 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.
More from Menon Bearings Ltd
All →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
Menon Bearings Q1 FY27 Results: Net Profit ₹14.1 Cr, Up 67.9% YoY
Menon Bearings Ltd reported revenue from operations of ₹91.8 Cr (+36.6% YoY) and net profit of ₹14.1 Cr (+67.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹14.1 Cr · +67.9% YoY
Menon Bearings Earnings Call: Key Takeaways
Menon Bearings reported a landmark FY26 with consolidated income of ₹300Cr+ and PAT growth of 53.4%. Management targets ₹500Cr revenue by FY28 via export expansion and new high-value product lines.
Menon Bearings Earnings Call: Key Takeaways
Menon Bearings delivered a robust Q3FY26 with 32% revenue growth and 69% PAT growth, driven by strong export traction and operational efficiencies.
Menon Bearings Earnings Call: Key Takeaways
Menon Bearings reported record financial performance for Q4 & FY26, with FY26 revenue reaching ₹299.46 Cr and Net Profit growing 53.4% YoY.
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.