NRB Bearings Ltd
NRB Bearings Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #58 of 66 in Auto Components
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The short version
NRB Bearings aims for a top-line target of around INR 2,500 crores by 2031, implying a CAGR of around 12-13%. NRB Bearings targets a top-line of around INR 2,500 crores by 2031, implying a CAGR of approximately 12%-13% from current levels.
From NRB Bearings Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- NRB Bearings aims for a top-line target of around INR 2,500 crores by 2031, implying a CAGR of around 12-13%.
- Growth plans include entering newer areas such as aerospace, construction equipment bearings, and expanding industrial segments.
- Growth strategy includes alliances and JVs (e.g., Unitec JV) to penetrate newer segments quickly.
- Current capacities are full; upcoming capex of INR 270-400 crores over 2-3 years is planned to add capacity and drive incremental sales.
- The company focuses on profitable customer segments and plans continuous capacity improvements with tech advancements and automation.
2 more points from NRB Bearings Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- NRB Bearings has sanctioned INR 270 crores capex, staggered over 2-2.5 years.
- INR 110 crores of this capex is allocated to the JV with Unitec Group, expected to begin significant production in 15-18 months.
- Capex includes investments in advanced machinery (e.g., heat treatment, grinding) with varying lead times.
- The company focuses on continuous capacity addition through process improvements and partnerships, rather than massive one-time expansions.
- Additional capex beyond the current INR 270 crores depends on future partnerships to support growth beyond the INR 2,500 crores revenue target by 2031.
- The Mahant Tool Room acquisition aims to scale manufacturing for aerospace orders.
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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
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Order Book & Pipeline
- Mahant Tool Room acquisition brought a ready order book conservatively valued at around INR 25 crores after due diligence.
- Mahant was unable to fulfill a large scale-up of orders, representing growth opportunity post-acquisition.
- Mahant specializes in designing and manufacturing sophisticated machine parts including landing gears, mission-critical fuel injection parts, and rod ends.
2 more points from NRB Bearings Ltd's call on order book
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NRB Bearings Ltd — Quarterly revenue & net profit
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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What NRB Bearings Ltd's management said in earlier quarters
Others in Auto Components this season
- The Hi-Tech Gears Ltd (Q3 FY26)
Q3-FY26 Consolidated Operational Revenue: INR 2,235 Mn, up 9.0% YoY (Page 13, 16) . Key investor presentation takeaways from The Hi-Tech Gears Ltd's Q3 FY26 inv
- Rane (Madras) Ltd (Q3 FY26)
Consolidated Revenue Q3 FY26:** Rs 1,019.1 Cr, up 21.3% YoY (Page 12) . Key investor presentation takeaways from Rane (Madras) Ltd's Q3 FY26 investor presentati
- Pritika Auto Industries Ltd (Q3 FY26)
Q3 FY26 consolidated net revenue: ₹113.43 crore, up 40.64% YoY from ₹80.65 crore in Q3 FY25. Key investor presentation takeaways from Pritika Auto Industries Lt
- Tolins Tyres (Q3 FY26)
93.29 Cr, up 33.8% YoY from Rs. Key investor presentation takeaways from Tolins Tyres Ltd's Q3 FY26 investor presentation — and how it ranks against sector peer
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were NRB Bearings Ltd Q3 FY26 results?
NRB Bearings aims for a top-line target of around INR 2,500 crores by 2031, implying a CAGR of around 12-13%. NRB Bearings targets a top-line of around INR 2,500 crores by 2031, implying a CAGR of approximately 12%-13% from current levels.
What is NRB Bearings Ltd share price analysis?
NRB Bearings Ltd currently shows a neutral. The stock trades at a P/E of 30.3 with a market cap of ₹4,436 Cr. Investors should review the full earnings analysis for detailed insights.
Is NRB Bearings Ltd planning capital expenditure?
NRB Bearings has sanctioned INR 270 crores capex, staggered over 2-2.5 years.
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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.