| 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
- ₹534.80
- Market cap
- ₹5,183 Cr
- Revenue (annual)
- ₹1,335 Cr
- Net profit (annual)
- ₹142.8 Cr
- P/E (TTM)
- 35.1×Sector 53.6×
- Promoter holding
- 44.73%-6.47% QoQ
- FII holding
- 18.92%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 Share Pledge
Harshbeena Zaveri, a promoter of NRB Bearings Ltd, released a pledge on 7,00,254 shares following loan prepayment. Separately, the promoter sold 18,450 shares via market sale for Rs. 1.00 Crore.
- Value
- ₹38.03 Cr
NRB Bearings Price Movement Clarification
NRB Bearings filed a clarification to BSE on rising trading volume, attributing it to normal market forces. No price-sensitive information was disclosed.
NRB Bearings Promoter Selling
NRB Bearings promoter Trilochan Singh Sahney Trust 1 sold 5,00,000 shares on the market, reducing its stake from 0.53% to 0.01%. No transaction price disclosed.
NRB Bearings Share Pledge
Promoter Harshbeena Sahney Zaveri released pledge on 23,00,000 NRB Bearings shares held by Tata Capital. Post-release, 30,00,254 shares remain encumbered.
NRB Bearings Share Pledge
Promoter entities sold 510,000 shares and released 2,300,000 shares from pledge. The aggregate transaction value of these reported changes is ₹136.36 Crore.
- Value
- ₹136.4 Cr
NRB Bearings Investor Presentation: Key Takeaways
NRB Bearings reports strong Q1 FY27 results with 19.2% consolidated revenue growth. Strategy focuses on high-margin diversification into aerospace, defense, and electric vehicles.
- Call
- Guides 20% growth