NRB Bearings Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 19 Aug 2026 | Auto Components | Market Cap: ₹4.4K Cr
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.
Price
₹486
Market Cap
₹4.4K Cr
P/E Ratio
30.3
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NRB Bearings Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹372 Cr, net profit ₹42 Cr.
Full financials →📊 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.
- →Overall growth driven by volume expansion, market share gains, improved product mix, and operational efficiencies.
- →Capacity expansions and new machinery commissioning will support sales and volume increases from mid-FY '27 onwards.
See what NRB Bearings Ltd said on profitability & margins — free account, 30 seconds.
🏗️ 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.
- →Strategic investments involve acquiring companies to accelerate entry into specialized aerospace markets, bolstering design, innovation, and certification capabilities.
- →Discussions ongoing for strategic joint ventures to enter import substitution products in India, especially bearings not currently manufactured domestically.
See what NRB Bearings Ltd said on fundraising & capital structure — free account, 30 seconds.
📋 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.
- →Incremental order flows are expected as defence rollouts accelerate, but exact timing and scaling are dependent on external factors.
- →International business growth suggests steady intake of orders with a 10-14% expected increase for FY '27.
Key Metrics
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What NRB Bearings's management said in earlier quarters
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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 concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.