Menon Bearings Ltd
Menon Bearings Ltd Q3 FY26 Results & Concall Highlights: Capex ₹20 Cr
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Future growth expectations for Menon Bearings Ltd. Q3 FY26 PAT grew 69% YoY to ₹9.3 crores with EPS rising to ₹1.65 from ₹0.98.
From Menon Bearings Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
Profitability & Margins
See what Menon Bearings Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- ₹20 crores of CapEx planned over the next two years, with around ₹3 crores likely to be spent this quarter and the remaining ₹17 crores spread over two years.
- CapEx breakup: ₹7 crores for Alkop, ₹7 crores for Bearing, and ₹6 crores for Brakes segment.
- Previous major CapEx for building and land acquisition (~₹15 crores) already completed.
- Focus on technology upgrades and adding value to products rather than large infrastructure.
- Planned doubling of Alkop capacity from ~1,440 to 2,880 in two years, driven by increasing wallet share from existing customers and onboarding new customers.
- Strategic investments include cost-saving measures like 3.8 MW rooftop solar installation saving ~₹2.25 crores annually in electricity expenses.
- Efforts ongoing to improve operational efficiencies and sweat existing assets to maximize returns on prior investments.
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
- For the current year, the projected order book is around ₹295 crores.
- For the next year, the expected order book is approximately ₹350 crores (conservative estimate).
- By the year after next (2028), the order book is expected to reach ₹425 crores.
- Execution timeline: ₹290-350 crores worth of orders expected to be executed over the next two years.
- Growth driven by both exports and new customer additions, supported by a strong order pipeline.
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 Q3 FY26 results?
Future growth expectations for Menon Bearings Ltd. Q3 FY26 PAT grew 69% YoY to ₹9.3 crores with EPS rising to ₹1.65 from ₹0.98.
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?
₹20 crores of CapEx planned over the next two years, with around ₹3 crores likely to be spent this quarter and the remaining ₹17 crores spread over two 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.