ALFA Finder| 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
- ₹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