| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 36.6% YoY consolidated growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margins reached 21-22%; Brakes segment achieved 25% margin. |
| Order book | ₹75 Cr RFQs under consideration; ₹60 Cr domestic growth expected. |
| Demand visibility | Strong; healthy demand across all business segments and new RFQs. |
| Management confidence | High; described FY27 as a very good, bright future year. |
Growth
Consolidated sales grew 36.57% YoY; Standalone Bi-metal sales up 40.41%; EBITDA increased by ~60%.
Outlook
FY27 revenue guidance of ₹360 Cr. ₹65-75 Cr potential additional business from US/Canada. Investing ₹9-10 Cr for 25-30% capacity increase.
Risks
Global geopolitical uncertainties, volatile raw material prices, and potential monsoon impact on the tractor segment.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue ₹290 Cr → delivered ₹300+ Cr (= BEAT)
- Guided EBITDA >20% → delivered 22% FY26 (= BEAT)
- Guided Alkop Q4 growth → delivered 25% QoQ (= BEAT)
Partly delivered
- Guided FY27 Revenue ₹350 Cr → current Q1 run-rate suggests ₹367 Cr (= PARTIAL)
Investor Presentation 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.
More from Menon Bearings Ltd
All →Menon Bearings Earnings Call: Key Takeaways
Menon Bearings reported record Q1FY27 performance with consolidated revenue of Rs. 94.04 Cr. Strategy focuses on capacity expansion and EV segment penetration.
- Call
- Guides 37% 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.