Please find attached herewith Investor Presentation giving highlights of financial and operational performance for quarter and year ended as on 31st March 2026.
MENONBE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Menon Bearings reported record-breaking FY26 results with revenue of Rs 299.46 Cr (up 23.5% YoY), EBITDA of Rs 64.42 Cr (up 42.7% YoY) with margins expanding to 21.51% from 18.62%, and PAT of Rs 38.25 Cr (up 53.4% YoY). Q4 FY26 was the best quarter ever with revenue of Rs 87.79 Cr, EBITDA of Rs 22.22 Cr, and PAT of Rs 13.78 Cr. The company operates three segments: Braking Systems (Rs 212.54 Cr revenue), Bimetal (Rs 72.18 Cr), and Alkop (Rs 9.09 Cr). Capacity expansion is underway with brake capacity up 67% and bi-metal capacity up 19%. Exports now contribute ~34% of revenue with a target to reach 37% by FY27. The company entered the EV segment supplying to Porsche via Eaton and targets Alkop revenue of Rs 95 Cr by FY27 (from Rs 9.09 Cr now), with new components holding revenue potential of approximately Rs 55 Cr annually. Capex of Rs 26.91 Cr deployed in FY26 with Rs 34.5 Cr additional planned over two years.
The strong margin expansion and record profitability indicate operational efficiency gains and pricing power, which should be positive for the stock. The disclosed order pipeline and multi-year targets provide good revenue visibility, while the EV segment entry and export growth plans offer additional upside potential.