Belrise Industries Ltd
Belrise Industries Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #48 of 65 in Auto Components
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What the Q1 FY27 call signalled
3 of 5 strong
The short version
Belrise targets mid-teens revenue growth with stable EBITDA margins for the overall business. Belrise Industries expects mid-teens revenue growth overall with stable EBITDA margins for FY27 and beyond.
From Belrise Industries Ltd's Q1 FY27 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Belrise targets mid-teens revenue growth with stable EBITDA margins for the overall business.
- The two-wheeler and three-wheeler segments show strong growth, driven by increased content per vehicle and new OEM engagements, with order wins exceeding INR1,550 million annually from a fast-growing two-wheeler OEM alone.
- Aerospace and defense segments are expected to be the fastest-growing, targeting at least 10% of consolidated revenues in the medium term, fueled by acquisitions and localization initiatives.
- Renewable energy segment is ramping up, with recurring revenues expected from new orders with a North American solar tracker OEM, starting Q4 FY27, and scaling beyond INR1,500 million annually.
2 more points from Belrise Industries Ltd's call on revenue
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Profitability & Margins
See what Belrise Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Belrise raised approximately INR17,000 million via QIP in Q1 FY27 to support the next growth phase.
- A significant majority of these proceeds will be deployed in FY27 primarily towards high-quality inorganic opportunities and select organic growth initiatives.
- Inorganic investments will focus on aerospace, four-wheeler, and commercial vehicle segments, targeting well-run businesses with strong capabilities and customer relationships.
- Aerospace acquisitions aim to leverage India as a best-cost manufacturing base while maintaining stringent quality standards.
- Brownfield facility expansion in Bangalore is underway to support a chassis system order for a two-wheeler OEM, with production starting in Q4 FY27.
2 more points from Belrise Industries Ltd's call on capex
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Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Belrise Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Belrise Industries has secured around INR1,550 million (INR1.55 billion) in annual revenue run rate order wins from one fast-growing two-wheeler and three-wheeler OEM, including fuel tanks, exhaust systems, and chassis systems.
- Suspension and braking system order wins from the same OEM are in addition to the INR1,550 million.
- The total order run rate with this particular OEM is approximately INR2,000 million (INR2 billion).
- Additional orders include a chassis system order from the same two/three-wheeler OEM worth over INR650 million annually.
- Won an order from a legacy three-wheeler OEM for brake assemblies (modest initial size).
- A significant order from a leading Indian commercial four-wheeler OEM for 59 unique assemblies linked to EV model localization.
2 more points from Belrise Industries Ltd's call on order book
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Belrise Industries Ltd — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.6K Cr, net profit ₹130 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Belrise Industries Ltd's management said in earlier quarters
Others in Auto Components this season
- Indag Rubber (Q1 FY27)
Q1 FY27 Revenue from Operations: ₹57.6 crores, up 28% YoY from ₹45.0 crores in Q1 FY26 (Page 7). Key investor presentation takeaways from Indag Rubber Ltd's Q1
- Emerald Tyre (Q1 FY27)
Revenue from operations: ₹11,294.31 Lakhs . Key investor presentation takeaways from Emerald Tyre's Q1 FY27 investor presentation — and how it ranks against sec
- Autoline Industries Ltd (Q1 FY27)
FY26 revenue from operations: ₹824 crore, representing a 25% year-on-year increase over FY25 (₹659 crore). Key investor presentation takeaways from Autoline Ind
- Tolins Tyres (Q1 FY27)
Q1 FY27 revenue from operations: ₹79.27 crore, down 11.66% YoY from ₹89.74 crore in Q1 FY26 (Page 8). Key investor presentation takeaways from Tolins Tyres Ltd'
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Belrise Industries Ltd Q1 FY27 results?
Belrise targets mid-teens revenue growth with stable EBITDA margins for the overall business. Belrise Industries expects mid-teens revenue growth overall with stable EBITDA margins for FY27 and beyond.
What is Belrise Industries Ltd share price analysis?
Belrise Industries Ltd currently shows a below-average growth signal. The stock trades at a P/E of 45.3 with a market cap of ₹22,381 Cr. Investors should review the full earnings analysis for detailed insights.
Is Belrise Industries Ltd planning capital expenditure?
Belrise raised approximately INR17,000 million via QIP in Q1 FY27 to support the next growth phase.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.