NRB Bearings Ltd
NRB Bearings Q4 FY26 earnings call: Revenue & Margins
Q4 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
Aspirational goal to reach around INR 2,500 crores in revenue within five years, increasingly becoming a concrete target. NRB Bearings aspires to reach INR 2,500 crores in revenue within five years, viewing it as a concrete goal rather than just aspirational.
From NRB Bearings Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Aspirational goal to reach around INR 2,500 crores in revenue within five years, increasingly becoming a concrete target.
- Growth fueled by strategic joint ventures targeting import substitution products currently unavailable in India.
- Expected volume growth as new capacities start coming online to meet market demand.
- Industrial business aimed to scale to 20-25% of total revenues within approximately three years, depending on automotive industry growth dynamics.
- International business expected to grow by 10-14% in FY '27.
- Replacement market growth steady at around 4%; focus shifting more towards OEMs for sustainable margins.
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 plans a total capex of INR 200 crores over the next 18 months, including up to INR 40 crores on land acquisition.
- Current capex primarily focuses 90% on machinery and 10% on infrastructure and building plant.
- Maintenance capex is managed separately within normal capex, typically around 10% of turnover, covering maintenance, quality, and new product development.
- Brownfield capacity expansion projects have started with machinery orders placed; commissioning to begin mid-2026 and continue through early 2028.
- For FY '27, expected capex is approximately INR 120 crores, accounting for growth and land acquisition.
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
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 Toolroom's current order book stands at INR 50 crores, having doubled since becoming a 100% subsidiary of NRB Bearings.
- The pace of order execution depends on scaling and specific aerospace program rollouts; thus, revenue realization from the order book is variable.
- HAL (Hindustan Aeronautics Limited) currently represents 100% of Mahant Toolroom’s order book, spread across multiple divisions.
- For aircraft-related RFQs, NRB has approximately INR 100 crores worth of RFQs from top global aerospace producers, though entry requires certifications and capability expansions.
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
- Shigan Quantum (Q4 FY26)
H2 FY26 standalone revenue: ₹1,225.75 million, up 16% YoY over H2 FY25. Key investor presentation takeaways from Shigan Quantum's Q4 FY26 investor presentation
- Remsons Industries Ltd (Q4 FY26)
Consolidated Revenue from Operations for 4QFY26: Rs 1,304 million, up 23% YoY (Page 19). Key investor presentation takeaways from Remsons Industries Ltd's Q4 FY
- Autoline Industries Ltd (Q4 FY26)
Q4FY26 Revenue from Operations (Standalone): ₹289.00 Cr, up 48.51% YoY from ₹194.60 Cr in Q4FY25 (Page 21, 20). Key investor presentation takeaways from Autolin
- Rane (Madras) Ltd (Q4 FY26)
Q4 FY26 consolidated revenue: Rs 1,051.7 Cr, up 16.2% YoY (Page 15) . Key investor presentation takeaways from Rane (Madras) Ltd's Q4 FY26 investor presentation
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 Q4 FY26 results?
Aspirational goal to reach around INR 2,500 crores in revenue within five years, increasingly becoming a concrete target. NRB Bearings aspires to reach INR 2,500 crores in revenue within five years, viewing it as a concrete goal rather than just aspirational.
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 plans a total capex of INR 200 crores over the next 18 months, including up to INR 40 crores on land acquisition.
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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.