Belrise Industries Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.

Published 11 Jun 2026 | Auto Components | Market Cap: ₹23.4K Cr

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.

Price

₹232

Market Cap

₹23.4K Cr

P/E Ratio

48.4

How does Belrise Industries Ltd rank in Auto Components?

Compare Belrise Industries Ltd against every Auto Components company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 1Margin: Rank 3

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Belrise Industries Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹2.6K Cr, net profit ₹130 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 1

→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

Rank 3

→The company aims for stable EBITDA margins despite cost pressures, with margins expected to remain broadly stable full-year and improve with operational efficiencies.
→Recent acquisitions (Mag Filter, H-One, SDM, Chester Hall) have been EPS and ROCE accretive from day one, supporting earnings growth.
→Adjusted PAT grew 41% year-on-year to INR5,020 million in FY26, reflecting strong profitability improvement.
→Inorganic growth via strategic acquisitions focused on customers, capabilities, and vertical integration is expected to drive earnings growth without expensive valuations.
→Entry into aerospace with acquisitions in Europe and plans to localize manufacturing in India target aerospace revenues to contribute over 10% in the next 4-5 years, enhancing bottom-line growth.
→Content per vehicle is increasing significantly (65-70% growth in two-wheelers over the last 18 months), supporting higher revenues and profits.
→New large OEM contracts, especially in two- and three-wheelers, are expected to yield sharp revenue and profit growth over 2-3 years.
→The company targets mid-teens revenue growth with stable or improving EBITDA margins in the medium term.

See what Belrise Industries Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

Yes

→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.

💰 Fundraising & Capital Structure

Yes

→Belrise Industries Limited has announced a planned QIP (Qualified Institutional Placement) of up to INR 2,000 crores as an enabling resolution.
→Currently, there are no specific details on the timing or utilization of the QIP proceeds.
→The company intends to update the market on the progress and plans regarding this fundraising at an appropriate time.
→No explicit mention of debt raising or repayment plans linked to the QIP yet.
→Management indicated they will communicate when there is further clarity or progress on the fundraising.

See what Belrise Industries Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

Yes

→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.

Key Metrics

4 of 5 growth signals positive in the Q4 FY26 call.

Revenue

Rank 1

Margin

Rank 3

Capex

Yes

Fundraise

Yes

Order Book

Yes

How does Belrise Industries Ltd rank vs peers in Auto Components?

Pro feature

1Belrise Industries Ltd

Rev 1Mar 3

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What BELRISE's management said in earlier quarters

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Frequently Asked Questions

What were Belrise Industries Ltd Q4 FY26 results?

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.