Menon Bearings Ltd
Menon Bearings Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #26 of 65 in Auto Components
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What the Q1 FY27 call signalled
3 of 5 strong
The short version
Menon Bearings targets a conservative revenue guidance of INR360 crore for FY27, with internal ambitions to achieve INR500 crore by 2030, potentially sooner. Menon Bearings targets a conservative revenue guidance of INR 360 crore for FY27, expecting possible upside.
From Menon Bearings Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Menon Bearings targets a conservative revenue guidance of INR360 crore for FY27, with internal ambitions to achieve INR500 crore by 2030, potentially sooner.
- The company anticipates a year-on-year growth rate of over 20%, possibly reaching 25%, driven by exports and domestic market expansion.
- Additional business worth approximately INR60-75 crore is expected from the current and next financial year, supported by a strong RFQ pipeline and approvals.
- Capacity expansions, particularly in the bi-metal segment, with 25-30% planned increase, support incremental revenue growth.
- Existing infrastructure investments mean no major capacity investments are required for the next 2-3 years; only modular expansions will support volume increases.
2 more points from Menon Bearings Ltd's call on revenue
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Profitability & Margins
See what Menon Bearings Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has already invested significantly in infrastructure and capacity over the past couple of years.
- Future CapEx will primarily focus on modular investments, mainly adding machining capacity, not large capacity expansions.
- Additional CapEx is expected to have an asset turn of around 2.5.
- For the bi-metal division, an investment of about INR 9-10 crores is planned this financial year to increase capacity by 25-30%, potentially generating over INR 25 crores in revenue.
- Current infrastructure is sufficient to support growth up to INR 500 crore revenue for the next 2-3 years without major new land acquisition.
2 more points from Menon Bearings 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 Menon Bearings Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company has an RFQ (Request For Quotation) list worth approximately INR 75 crores under various stages of discussion and approval, with a high conversion target of 75% to 80%.
- They expect to convert these RFQs into around INR 60 crores of additional business domestically over the next year.
- Around 60% of the current order book is export-driven, with the remaining 40-45% from domestic customers across diverse applications like compressors, AC, industrial fridge, generators, and tractors.
2 more points from Menon Bearings Ltd's call on order book
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Menon Bearings Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹98 Cr, net profit ₹15 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Menon Bearings'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 Menon Bearings Ltd Q1 FY27 results?
Menon Bearings targets a conservative revenue guidance of INR360 crore for FY27, with internal ambitions to achieve INR500 crore by 2030, potentially sooner. Menon Bearings targets a conservative revenue guidance of INR 360 crore for FY27, expecting possible upside.
What is Menon Bearings Ltd share price analysis?
Menon Bearings Ltd currently shows a moderate growth signal based on ranking data. 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?
The company has already invested significantly in infrastructure and capacity over the past couple of years.
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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.