Menon Bearings Ltd
Menon Bearings Q4 FY25: Order Book ₹90 Cr
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects to sustain a revenue growth rate of around 20% annually over the next three years, targeting approximately ₹500 crores in revenue within this period. Menon Bearings aims for a consistent revenue CAGR of ~20% over the next three years, targeting ₹500 crores revenue within this period (Page 19).
From Menon Bearings Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects to sustain a revenue growth rate of around 20% annually over the next three years, targeting approximately ₹500 crores in revenue within this period.
- Current strong order book of about ₹90 crores confirmed across bi-metal and Alkop divisions will be executed over the next two years, supporting this growth.
- Incremental capacity expansion has been done (e.g., 65,000 sq. ft. shed operational in aluminium division, additional machinery in bi-metal division) to meet future demand.
- Growth is expected mainly from exports, as global MNCs increasingly source from India due to "China Plus One" strategies and geopolitical factors.
2 more points from Menon Bearings Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Menon Bearings Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Menon Bearings has recently completed a major CapEx for the Alkop division with a new 65,000 sq. ft. shed operational, including two foundry machines (900 tons and 580 tons) and SKU VMC machines. Around 30% capacity is still free as spare capacity. (Page 6)
- In the bi-metal division, an infrastructure facility of 45,000 sq. ft. including a lead-free plant was completed. Washer capacity was increased by 7 lakh pieces/month. Current utilization is around 85%. (Page 5-6)
- Additional CapEx of ₹3-4 Cr annually planned to add extra machines as and when new orders come. (Page 6)
- A dynamometer for the brakes division has been ordered, expected by September 2025, to start railway business after certification. (Page 16)
2 more points from Menon Bearings Ltd's call on capex
Pro opens every point from 15K+ earnings calls
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
- Total confirmed order book as of May 2025 is approximately ₹90 crores across bi-metal and Alkop divisions.
- Bi-metal bearing division has ₹23 crores contracted order book and ₹45 crores business pipeline.
- Aluminium division (Alkop) has a pipeline of ₹60 crores in orders and RFQs.
- Orders and RFQs are expected to be converted over the next two financial years.
- The company has a strong order book position aligning with its planned 20% CAGR growth for the next three years.
- Incremental capacity investments have been made anticipating the fulfillment of these orders.
2 more points from Menon Bearings Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Menon Bearings Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹87 Cr, net profit ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Menon Bearings Ltd's management said in earlier quarters
Others in Auto Components this season
- Remsons Ind (Q4 FY25)
1,000 crores by FY ’29, combining organic and inorganic growth. Key concall takeaways from Remsons Ind's Q4 FY25 earnings call — and how it ranks against…
- JTEKT India Ltd (Q4 FY25)
JTEKT supplies about 50%-55% of Maruti Suzuki's requirements, so growth is closely tied to Maruti, Toyota, and other OEMs. Key concall takeaways from JTEKT…
- Carraro India Ltd (Q4 FY25)
Medium-term goal includes increasing EBITDA margin by at least 1% year-on-year for next three years. Key concall takeaways from Carraro India Ltd's Q4 FY25…
- Premium Plast (Q4 FY25)
Company is confident about sustaining 20%+ growth in the coming 3-4 years due to strong order pipeline. Key concall takeaways from Premium Plast Ltd's Q4 FY25…
Arthneeti Pro · Annual
Menon Bearings Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Menon Bearings Ltd Q4 FY25 results?
The company expects to sustain a revenue growth rate of around 20% annually over the next three years, targeting approximately ₹500 crores in revenue within this period. Menon Bearings aims for a consistent revenue CAGR of ~20% over the next three years, targeting ₹500 crores revenue within this period (Page 19).
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?
Menon Bearings has recently completed a major CapEx for the Alkop division with a new 65,000 sq.
Keep Menon Bearings Ltd on your radar — track it to get its next earnings analysis in your feed.
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.