Belrise Industries Ltd
Belrise Industries Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
4 of 5 strong
The short version
Belrise aims to double revenue compared to FY25 by growing at 40%-45% in FY27. The company aims for stable EBITDA margins despite cost pressures, with margins expected to remain broadly stable full-year and improve with operational efficiencies.
From Belrise Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Belrise aims to double revenue compared to FY25 by growing at 40%-45% in FY27.
- Increasing content per vehicle is a key focus, with two-wheeler content per vehicle having already risen by 60%-65% over 18 months.
- The company targets engaging 3-4 unique OEMs per new content item to broad-base growth.
- Expanding market penetration in four-wheelers and commercial vehicles by entering new models and OEMs.
- Aerospace segment targeted to contribute over 10% of revenues in the next 4-5 years, leveraging acquisitions and local manufacturing.
- Focus on expanding proprietary segments such as suspensions, steering columns, high-tensile products, and braking systems.
- Customer wins with large two-wheeler OEMs expected to generate peak revenues of INR 90-220 crores annually from new products.
- Rapid ramp-up of new facilities (e.g., Haridwar) expected to support volume growth.
Profitability & Margins
See what Belrise Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex is expected to remain in the range of 6% to 6.5% of manufacturing revenue, reflecting ongoing investments in capacity and capability.
- The company plans to continue investing in sophisticated products requiring more R&D, especially in areas like suspensions, steering columns, high-tensile products, braking, and aerospace.
- R&D team consists of over 163 people and is expected to expand further to support aerospace ambitions and product innovation.
- The company has made acquisitions (H-One, Mag Filter, Chester Hall, SDM) to gain capabilities, customers, and vertical integration, reducing organic time-to-market and increasing growth.
- A QIP of up to INR2,000 crores has been authorized as an enabling resolution, with no confirmed plan yet; potential use could include acquisitions or debt repayment.
- Focus remains on acquiring stable, cash-flow positive companies rather than expensive acquisitions.
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 highlighted strong order book momentum with multiple significant new orders secured in Q4 FY26.
- Orders from two fastest-growing two-wheeler OEMs include exhaust systems, fuel tanks, steering columns, and suspensions for high-selling models.
- One key two-wheeler OEM order: Peak revenue of INR90 crores annually, production beginning Q2 FY27 at Bangalore facility.
- Another Japanese OEM gave an order for exhaust systems and metal components worth about INR220 crores annually, starting Q4 FY27 production.
- Haridwar facility ramp-up progressing, aiding order fulfillment and backward integration.
- The company also secured chassis business for major marquee model launches at Pune and Sambhajinagar.
- Overall, Belrise expects continued mid-teens revenue growth driven by the expanding order book and new customer wins.
Belrise Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Industri's management said in earlier quarters
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Frequently Asked Questions
What were Belrise Industries Ltd Q4 FY26 results?
Belrise aims to double revenue compared to FY25 by growing at 40%-45% in FY27. The company aims for stable EBITDA margins despite cost pressures, with margins expected to remain broadly stable full-year and improve with operational efficiencies.
What is Belrise Industries Ltd share price analysis?
Belrise Industries Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 48.4 with a market cap of ₹23,356 Cr. Investors should review the full earnings analysis for detailed insights.
Is Belrise Industries Ltd planning capital expenditure?
Capex is expected to remain in the range of 6% to 6.5% of manufacturing revenue, reflecting ongoing investments in capacity and capability.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.