Menon Bearings Limited has informed the Exchange about Transcript

Menon Bearings reported landmark FY26 results with consolidated total income crossing INR 300 crores (up 23.16% YoY) and PAT of INR 38.25 crores (up 53.41% YoY). Q4 PAT surged 108.55% YoY with EPS rising from INR 4.45 to INR 6.83. Management guided EBITDA margins above 20% (targeting 20-22%) for the next two years, with a minimum 50 basis points annual margin improvement expected as the new export business (over 50% of the new pipeline) ramps up. The company targets 25% Yo-year revenue growth and aims to reach INR 500 crores by FY28. New development pipeline includes 51 parts across John Deere, Eaton, Taco Prestolite, Mayekawa (INR 30 crores), Bi-Metal pipeline of INR 50 crores, and brakes pipeline of INR 10 crores, all within two years. Planned CapEx is INR 25 crores for Bi-Metal, INR 7 crores for Alkop, and INR 3 crores for brakes over two years. Working capital pressure from higher export receivables (180-day turnaround) is being addressed via PCFC limits at 4.70%.