AUDITED STANDALONE AND CONSOLIDATED FINANCIAL RESULTS FOR THE QUARTER AND FINANCIAL YEAR ENDED 31.03.2025
MENONBE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 0.8 pts less than Nifty Microcap 250 and 0.7 pts less than its Auto Components & Equipments peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Menon Bearings reported FY25 results with standalone net sales declining about 19.8% to Rs 165.36 crore (from Rs 206.25 crore), but this drop is largely because Menon Alkop was carved out as a separate wholly-owned subsidiary during the year, making prior-year standalone figures non-comparable. On a consolidated basis (which includes Menon Brakes, Menon Alkop, and Menon Bearings New Ventures), revenue grew 13.5% to Rs 239.28 crore and PAT rose modestly 2.4% to Rs 24.93 crore. Q4 standalone showed strong momentum with total income up 19.5% YoY to Rs 65.50 crore and PAT up 17.4% to Rs 6.60 crore. However, EBITDA margin in Q4 compressed from about 20.3% to 17.9%, with total expenses growing faster than sales. Statutory auditor ARNA & Associates issued an unmodified opinion. The company also paid a 200% interim dividend (Rs 2 per share) and reappointed its internal and cost auditors.
Standalone YoY comparisons are distorted by the Menon Alkop restructuring, so investors should focus on consolidated figures, which show steady topline growth and stable profits. The Q4 EBITDA margin compression is a watchpoint, while the 200% dividend payout and Rs 24.5 crore capex signal management confidence in future capacity and returns.