Menon Bearings Ltd
Menon Bearings Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Menon Bearings aims for a revenue target exceeding INR 350 crore in FY27, with an estimate of more than INR 360 crore. Menon Bearings targets a revenue growth rate of approximately 23-25% year-on-year for the next few years.
From Menon Bearings Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Menon Bearings aims for a revenue target exceeding INR 350 crore in FY27, with an estimate of more than INR 360 crore.
- They expect a sustainable top-line growth rate of about 23% to 25% year-on-year over the next few years.
- The company targets INR 190 crore revenue for the first six months ahead, supported by a strong order book of over INR 32 crore.
- New development parts pipeline is robust, involving over 50 parts worth INR 30 crore in Alkop and INR 50 crore in Bi-Metal divisions over next two years.
- Capacity utilization improvements: Bi-Metal from ~75% to 85%, Aluminum from 45% to 60%, and brake capacity increased by 1 lakh pieces per month.
- Expansion into new segments like electric vehicles and railways is expected to enhance volume growth.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Menon Bearings Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Planned CapEx for Menon Bearings (Bi-Metal division): INR 25 crores over next two years (INR 12.5 crores per year).
- Planned CapEx for Menon Alkop (aluminium division): INR 7 crores over next two years.
- Planned CapEx for brakes division: INR 3 crores over next two years.
- Current capacity utilization in aluminium division is 65%, expected to rise to 90% by year-end; another furnace to be engaged next year.
2 more points management made on capital expenditure plans
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 position is more than INR 32 crores.
- Out of this, Menon Bearings will be serving nearly INR 30-31 crores on a consolidated basis.
- The company is targeting orders worth approximately INR 190 crores for the next six months.
- The new development parts pipeline includes 51 new parts worth around INR 30 crores in the Alkop division for domestic and export customers like John Deere, Eaton, Taco Prestolite, and Mayekawa.
- Bi-Metal division has a robust pipeline worth more than INR 50 crores, with over 28-30 customers in the pipeline.
2 more points management made on order book & 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 Q4 FY26 results?
Menon Bearings aims for a revenue target exceeding INR 350 crore in FY27, with an estimate of more than INR 360 crore. Menon Bearings targets a revenue growth rate of approximately 23-25% year-on-year for the next few years.
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?
Planned CapEx for Menon Bearings (Bi-Metal division): INR 25 crores over next two years (INR 12.5 crores per year).
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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.