| 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
- ₹302.65
- Market cap
- ₹1,696 Cr
- Revenue (annual)
- ₹299.5 Cr
- Net profit (annual)
- ₹38.25 Cr
- P/E (TTM)
- 38.6×Sector 32.1×
- 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 Promoter Selling
Promoter group members of Menon Bearings Limited sold 9,96,909 shares via open market. The combined promoter stake decreased from 68.44% to 66.67%.
Menon Bearings Annual General Meeting
Menon Bearings Limited held its 35th Annual General Meeting on August 6, 2026. Shareholders transacted ordinary and special business including adoption of financial statements and director appointments.
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 Dividend
Menon Bearings declared an interim dividend of Rs. 2 per share for FY 2026-27. The record date is set for July 22, 2026.
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 Annual Report
Menon Bearings submitted its Annual Report for FY 2025-26. The 35th AGM is scheduled for August 6, 2026, via video conferencing.