MENONBENSEMenon Bearings LimitedMediumNeutral
Announced Sat, 16 May · 14:36 IST

Menon Bearings Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

MENONBE · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+2.6%1-day move
₹145.00
prior close
₹145.91
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.6-0.8-0.6-0.7+2.6+4.1+2.2+2.8+3.1+2.4+17.9+17.2+44.6
Up moveDown movePending
AI summary

Menon Bearings reported its highest-ever quarterly and annual performance in FY26. Q4 FY26 revenue rose 34.7% YoY to Rs 87.79 Cr, with EBITDA jumping 95.4% YoY to Rs 22.22 Cr and net profit surging 108.7% YoY to Rs 13.78 Cr. Full-year FY26 revenue reached Rs 299.46 Cr (up 23.5% YoY), EBITDA of Rs 64.42 Cr (up 42.7% YoY), and net profit of Rs 38.25 Cr (up 53.4% YoY). EBITDA margins expanded significantly from 10.13% in Q4FY25 to 25.31% in Q4FY26, driven by operating leverage and higher-margin product sales. The company is expanding capacities (Bi-Metal up 19%, Brakes up 67%) and targeting exports to reach 37% of revenue by FY27. New opportunities include EV components for Porsche via Eaton, and 38 parts developed for a major customer with Rs 50-60 Cr annual revenue potential.

Likely market impact

Strong margin expansion and record profitability signal operational efficiency gains and successful premium product strategy. The company's nil net debt, capacity expansion plans, and entry into EV segment with marquee clients like Porsche and Tesla position it well for continued growth.