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Earnings Call

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.

Why this was an Alfa AlertNot a filter event. While growth is strong, the beat was in line with revised guidance of ₹290Cr (achieved ₹300Cr).
Highlights
Revenue growth23.16% for FY26; targeting 25% YoY growth next few years.
MarginsTargeting 20-22% EBITDA; Q4 achieved 25% due to export mix.
Order bookCurrent order position ₹32Cr; targeting ₹190Cr for first half FY27.
Demand visibilityStrong domestic/export demand; 51 new parts in pipeline for major OEMs.
Management confidenceExtremely optimistic; 100% sure of sustaining performance via robust pipelines.

Growth

FY26 consolidated income rose 23.16% to ₹300Cr+. Full-year PAT stood at ₹38.25Cr, up 53.41% YoY, with Q4 PAT surging 108.55% YoY.

Outlook

Guidance of ₹360Cr+ revenue for FY27 and ₹500Cr by FY28. Planned capex of ₹35Cr over two years. Targeting 20-22% EBITDA margins.

Risks

Geopolitical tensions impacting logistics/sourcing for Alkop imports; volatile raw material prices (Copper/Aluminium); potential impact of new labor code.

Source

Earnings Call filed with BSE, NSE: MENONBE. Summary written with AI assistance from the document.

Read the document ↗

Menon Bearings Ltd: key numbers

Share price
₹301.45
Market cap
₹1,689 Cr
Revenue (annual)
₹299.5 Cr
Net profit (annual)
₹38.25 Cr
P/E (TTM)
38.5×Sector 31.7×
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.

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