| Revenue guidance | 12.0% → 14.3% Raised by 2.3 percentage points |
|---|---|
| Management target | Revenue 20.0% FY27 |
| Revenue growth | 19.2% consolidated YoY growth |
|---|---|
| Margins | Targeting 18-20% sustainable range despite cost headwinds |
| Order book | INR50Cr total defense; new GM Corvette planet pin order |
| Demand visibility | Strong; lifetime nominated business increased to INR1,100Cr |
| Management confidence | High; citing momentum and disciplined execution |
Growth
Consolidated revenue at INR370Cr (+19.2% YoY); Standalone PAT rose 31.7% YoY; Standalone EBITDA grew 21.7% YoY.
Outlook
Guidance for FY31 revenue revised upwards to INR3,000Cr; INR270Cr total capex planned with INR110Cr allocated for Unitec JV.
Risks
Cost escalations in logistics, electricity, and petroleum products impacting other expenses.
Last quarter's promises, checked
Delivered
- Guided 10-14% international growth → delivered 19.2% consolidated growth (= BEAT)
- Targeted 18-20% EBITDA margin → delivered 19.5% (= BEAT)
- Guided INR120Cr FY27 capex → delivered INR270Cr total plan (= BEAT)
Partly delivered
- Targeted 20% industrial revenue share → delivered 14% (= PARTIAL)
Investor Presentation filed with BSE, 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 Earnings Call Transcript: Key Takeaways
NRB Bearings reports steady FY26 growth, with margins expanding through operational efficiencies despite global logistical disruptions and gas shortages impacting international logistics.
- Call
- Guides 15% growth