Menon Bearings Limited (523828) Earnings Call Transcripts

Menon Bearings Limited's Latest Earnings Call - Q4 FY2026

Menon Bearings Limited reported strong financial results for Q4 and FY '26, with significant growth across key metrics. Total income for FY '26 increased by over 23.16% to INR 300+ crores, while PAT grew by 53.41% to INR 38.25 crores. EPS rose from INR 4.45 to INR 6.83. Management provided an optimistic outlook, targeting a 25% annual growth rate over the next two years and aiming for INR 500 crores by 2028. EBITDA margins are expected to remain between 20% and 22%.

Reported metrics

Guidance from management

Management expects a 25% annual growth rate over the next two years, aiming for INR 500 crores by 2028. EBITDA margins are expected to remain between 20% and 22%.

What management said

I know what is your observation that I have observed and we have given a particular note in the presentation that has been submitted to -- submitted on the website as well as operate on the [indiscernible] the also, we have given a precise note as to why there is a change last year. The cost, so far a tooling manufacturing is concerned, what shown under operating expenses. Now it has been shown under actually raw mat...

You see, so far as new developments are concerned, more than 50% of the new business in pipeline is exports. That is for exports, where margins are always better than aftermarket or OE. So considering that we're sure that we will not be only able to sustain the margin, but the margins will further improve.

What analysts pressed on

Analysts expressed concerns about high interest expenses due to increased export-related receivables. There were also questions about the consistency of financial reporting formats and the impact of raw material cost fluctuations on margins.

Main topics on the call

• Revenue Growth — Menon Bearings achieved a 23.16% increase in total income for FY '26, reaching over INR 300 crores. Management attributed this growth to operational efficiencies and market expansion.
• Profitability — PAT for FY '26 increased by 53.41% to INR 38.25 crores, with EPS rising from INR 4.45 to INR 6.83. Management highlighted improved margins due to operational leverage.
• Operational Efficiency — Management emphasized increased operational efficiencies and a focused market expansion strategy as key drivers of performance. Asset turnover is targeted to reach 2 by 2028.
• Export Growth — Exports have increased significantly, particularly to the USA, with a 50% rise over the previous year. European markets are also being targeted for expansion.

Read the full Menon Bearings Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 4 Menon Bearings Limited earnings call transcripts on record, spanning May 20, 2025 to July 17, 2026. Based on this history, Menon Bearings Limited reports semi-annually. The most recent call on file is dated July 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

523828

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

4

First call

May 20, 2025

Most recent

July 17, 2026

Reporting cadence

semi-annually