Menon Bearings Ltd
Menon Bearings Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
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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.
- Growth drivers include diversification into EV parts, new geographic markets (Canada, Europe, Africa), and entry into new applications like compressors, refrigeration, tractors, and defense.
- Export contribution is expected to rise from around 24-30% historically to about 37% of total revenue.
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.
- There's ongoing analysis/planning for potential new factory locations nearby Kolhapur, but no immediate significant capital expenditure planned beyond modular investments.
- No new loans planned; CapEx to be funded through internal accruals.
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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.
- The company is witnessing significant growth in bi-metal capacity and is pursuing new land and modular investments to support expansion over the next 2-3 years.
- New RFQs have come from markets like the USA, Canada, and Europe (Netherlands), indicating a broadening customer base and good volume visibility ahead.
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 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 concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.