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NRB Bearings Ltd

Q2 FY26Auto Components

NRB Bearings Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹490
Market cap₹4.7K Cr
P/E31.8
Updated16 Oct 2026
Read4 min read

NRB Bearings Ltd Q2 FY26 key numbers

Revenue
Planned CAPEX of INR 500 crores over five years to scale capacities, expand product range, and enter new industrial segments.

As stated in NRB Bearings Ltd's Q2 FY26 earnings call transcript · published 19 Jul 2026. Reported figures, not investment advice.

The short version

NRB Bearings targets sales of INR 2,500 crores by FY 2031, implying a CAGR of around 13%. NRB Bearings targets revenue of INR 2,500 crore by FY 2031, implying a CAGR of ~13%.

From NRB Bearings Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • NRB Bearings targets sales of INR 2,500 crores by FY 2031, implying a CAGR of around 13%.
  • Management adopts a conservative financial outlook but is confident of faster growth driven by industrial expansion and CAPEX.
  • Planned CAPEX of INR 500 crores over five years to scale capacities, expand product range, and enter new industrial segments.
  • Growth fueled by expanding market share in existing vehicles, new product introductions, and advanced engineering for next-gen platforms.
  • Aerospace segment is a new focus area; plans for acquisitions and dedicated facilities to accelerate certification and production.
  • International business order book (Lifetime Nominations) totals INR 600 crores; Indian business has INR 150 crores in confirmed future orders.

2 more points from NRB Bearings Ltd's call on revenue

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Profitability & Margins

See what NRB Bearings Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Board-approved INR 200 crores CAPEX primarily for new building and upgrading existing infrastructure, focusing on industrial cylindrical roller bearing capacity (Hyderabad plant foundation laid).
  • Additional planned CAPEX of INR 250-300 crores over the next five years, totaling around INR 500 crores to address future order book growth.
  • INR 50 crores approximately spent on capacity enhancement and optimization in FY '26, along with INR 40-50 crores on maintenance and safety.
  • Investments underway for plant expansions at Jalna and Pantnagar; advanced machinery being ordered globally.
  • Aerospace segment expansion through a new plant at Waluj and potential acquisition of an aerospace supplier for faster certification.

2 more points from NRB Bearings Ltd's call on capex

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Top-ranked in Auto Components

Ranked on what management guided this quarter

Guidance-ranked
1Divgi Torq
Rev 1Mar 3
2OBSC Perfection
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 2Mar 1
5
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what NRB Bearings Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • NRB Bearings has secured lifetime-nominated business orders worth over INR 600 crores.
  • These orders are from global Tier 1 suppliers and direct OEMs across international markets.
  • The order book includes new launches for advanced hybrid and electric vehicle platforms for clients like BMW, Renault, Stellantis, and Mercedes-Benz.

2 more points from NRB Bearings Ltd's call on order book

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NRB Bearings Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹372 Cr, net profit ₹42 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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Frequently Asked Questions

What were NRB Bearings Ltd Q2 FY26 results?

NRB Bearings targets sales of INR 2,500 crores by FY 2031, implying a CAGR of around 13%. NRB Bearings targets revenue of INR 2,500 crore by FY 2031, implying a CAGR of ~13%.

What is NRB Bearings Ltd share price analysis?

NRB Bearings Ltd currently shows a neutral. The stock trades at a P/E of 31.8 with a market cap of ₹4,750 Cr. Investors should review the full earnings analysis for detailed insights.

Is NRB Bearings Ltd planning capital expenditure?

Board-approved INR 200 crores CAPEX primarily for new building and upgrading existing infrastructure, focusing on industrial cylindrical roller bearing capacity (Hyderabad plant foundation laid).

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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.