ALFA Finder| Revenue guidance | 4.0% → 15.0% Raised by 11.0 percentage points |
|---|---|
| Management target | Revenue 15.0% FY27 |
| Revenue growth | Full-year revenue grew 11% to INR 1,335 crore. |
|---|---|
| Margins | EBITDA margins expanded to 19.5% via solar energy and automation. |
| Order book | Mahan Tool Rooms order book doubled to INR 50 crore post-acquisition. |
| Demand visibility | Strong domestic demand; international business expected to rebound significantly. |
| Management confidence | Balanced confidence; focused on long-term sustainability over quarterly fluctuations. |
Growth
Revenue grew 11% to INR 1,335 crore; EBITDA rose 19% with margins expanding to 19.5% from 18.3%.
Outlook
Management raised international business growth guidance to 10-15% and set a target of INR 2,500 crore revenue by FY31.
Risks
Foreign exchange volatility impacted Q4 gross margins; high dependence on international logistics and Middle East stability remains a concern.
Last quarter's promises, checked
Delivered
- EBITDA margin expansion → delivered 19.5% from 18.3% (= BEAT)
- International business growth → delivered 4% growth (= BEAT)
- Mahant Tool acquisition integration → delivered INR 50cr order book (= BEAT)
Partly delivered
- Capacity utilization → delivered 85% reported but near-full effective (= PARTIAL)
Missed
- Gross margins >60% → delivered <60% in Q4 due to forex (= MISS)
Earnings Call Transcript filed with NSE, NSE: NRBBEARING. Summary written with AI assistance from the document.
NRB Bearings Ltd: key numbers
- Share price
- ₹431.70
- Market cap
- ₹4,184 Cr
- Revenue (annual)
- ₹1,335 Cr
- Net profit (annual)
- ₹142.8 Cr
- P/E (TTM)
- 29.4×Sector 51.9×
- Promoter holding
- 43.88%-0.85% QoQ
- FII holding
- 18.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NRB Bearings Ltd
All →NRB Bearings Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue ₹386 Cr (+18.8% YoY), adjusted EBITDA ₹71 Cr at 18.2%, PAT ₹36 Cr. Management steers investors away from PAT, avoids forward numbers, and leans on superlatives.
NRB Bearings Results Update
NRB Bearings reported Q2FY27 consolidated revenue up 18.8% YoY and normalised EBITDA up 23.5%. H1 revenue rose 19.0% to ₹756 crore.
NRB Bearings Management Change
NRB Bearing's non-executive independent director Rustom Desai has completed his tenure, effective 2026-11-04. This is a board change with no direct financial impact.
NRB Bearings Dividend
NRB Bearings declared an interim dividend of Rs. 2.50 per share for FY 2026-27. Record date is November 11, 2026.
NRB Bearings Q2 FY27 Results: Net Profit ₹36.2 Cr, Down 12.6% YoY
NRB Bearings Ltd reported revenue from operations of ₹386.4 Cr (+18.8% YoY) and net profit of ₹36.2 Cr (-12.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹36.2 Cr · -12.6% YoY
NRB Bearings Board Meeting Date
NRB Bearings will hold a board meeting on 4 November 2026 to approve Q2 and H1 unaudited results and consider an interim dividend. The trading window stays closed until 9 November 2026.