Menon Bearings Q1FY27 - Record Revenue, EBITDA and Profit, Strong Growth Outlook
MENONBE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Q1FY27 consolidated: Revenue Rs 94.04 Cr up 37.2% YoY (record), EBITDA Rs 22.38 Cr up 56.8%, PAT Rs 14.11 Cr up 67.3%, EPS Rs 2.52 up 68%. EBITDA margin expanded 298 bps to 23.8%. FY26 full year revenue Rs 299.46 Cr, PAT Rs 38.25 Cr, Rs 2 dividend declared. Targets: Alkop revenue Rs 95 Cr by FY27, exports to 37% of revenue, EV 8-10% of Alkop by FY27. 38 new parts for a major customer can add Rs 25-30 Cr revenue. Capex about Rs 34 Cr planned over 2 years. Net debt almost zero, 10-year average ROE 20-22%.
Strong quarterly beat across revenue, margins, and profits. Multi-year growth roadmap in exports, EV, and Alkop plus new order pipeline. Constructive for shareholders.