Menon Bearings Ltd
Menon Bearings Ltd Q1 FY26 Results & Concall Highlights: Order Book ₹90 Cr
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Menon Bearings expects robust growth with FY27 revenue target of ₹350 crores, up from around ₹300 crores in FY26. FY26 revenue target: ₹300 crores with 22% EBITDA margin guidance maintained.
From Menon Bearings Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Menon Bearings expects robust growth with FY27 revenue target of ₹350 crores, up from around ₹300 crores in FY26.
- Bi-metal segment projected to grow 16%-17% this year, with revenue around ₹250 crores in FY27.
- Aluminium division (Alkop) targeting 25% growth, aiming for ₹120 crores revenue in FY27.
- Brake division expected to ramp up quickly, targeting ₹100 crores revenue by next year.
- Export contribution is growing and expected to increase from current ~30% to 35%-40% for Alkop segment.
- New developments and customer sample approvals in aluminium and bi-metal segments to drive assured growth.
- Order-books indicate strong demand pipeline with ₹90 crores current booking split 60:40 between bi-metal and Alkop.
- Company optimistic on sustainable growth with anticipated 18% - 20% year-on-year revenue growth in coming years.
Profitability & Margins
See what Menon Bearings Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Additional CapEx of around ₹7-8 crores planned for brakes division next year to add certain machines.
- Total CapEx of around ₹8-10 crores expected over the next two years covering aluminium and bi-metal divisions for additional capacity and machinery like CNC, VNC, and X-ray machines.
- No major new capital investments planned like previous years' land and building acquisition.
- Exploring potential investments in EV recharge projects and parts development, but these are still under evaluation with no concrete decisions yet.
- Board declined a joint venture proposal from a Chinese company due to geopolitical concerns; no current plans for joint ventures or acquisitions.
- CapEx and investments will be project-dependent and subject to calculated risk assessment.
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 Menon Bearings Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book position is ₹90 crore.
- Breakup of order book: ₹60 crore from bi-metal division and ₹30 crore from Alkop (aluminium division).
- Alkop division expects to reach ₹120 crore revenue in FY27 with 35%-40% coming from exports.
- Bi-metal division expected to contribute ₹250 crore in FY27.
- Brakes division target is ₹100 crore in FY27, with gradual ramp-up expected after acquiring the dynamometer by end of September.
- New orders include a ₹30 crore export order from a prominent USA customer starting production next month.
- Alkop division submitted 53 new parts last year, with sample testing ongoing and production ramp-up expected post successful trials.
- Railways and OEM approvals pending for brakes division, dependent on dynamometer procurement and testing.
Menon Bearings Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹87 Cr, net profit ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Menon Bearings Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Menon Bearings Ltd Q1 FY26 results?
Menon Bearings expects robust growth with FY27 revenue target of ₹350 crores, up from around ₹300 crores in FY26. FY26 revenue target: ₹300 crores with 22% EBITDA margin guidance maintained.
What is Menon Bearings Ltd share price analysis?
Menon Bearings Ltd currently shows a neutral. The stock trades at a P/E of 29.3 with a market cap of ₹1,287 Cr. Investors should review the full earnings analysis for detailed insights.
Is Menon Bearings Ltd planning capital expenditure?
Additional CapEx of around ₹7-8 crores planned for brakes division next year to add certain machines.
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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.