Menon Bearings Limited has informed the Exchange about Transcript
MENONBE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Menon Bearings reported a strong Q1 FY26 with total revenue of ₹67.90 crore, up 17% year-on-year, driven by recovery in automotive and industrial demand. EBITDA grew 22% to ₹13.60 crore (20% margin) and profit after tax rose 37% to ₹8.43 crore. The aluminium die-casting subsidiary, Menon Alkop, posted ₹20.26 crore in revenue, with management confident of scaling it to ₹120 crore by FY27 based on 63 new parts developed. A new US bi-metal order worth ₹30 crore per year begins dispatch next month, and the brakes division is targeting ₹100 crore by FY27 once railway and OEM approvals come through after a dynamometer installation in September 2025. Management reiterated FY26 revenue guidance of ~₹300 crore and FY27 target of ~₹350 crore, with expected year-on-year growth of 18–20%.
Positive for shareholders — strong earnings beat, clear multi-year growth roadmap across segments, and visible order pipeline reduce execution risk. Near-term trigger is the September dynamometer installation, which could unlock brake segment revenue and act as a re-rating catalyst.