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Menon Bearings Limited Q4 FY26 earnings call summary

NSE: MENONBE · BSE: 523828

Earnings call of 19 May 2026, summarised by AI from the filing.

Q4 EBITDA margin was 25%, driven by operating leverage from higher capacity utilisation.

Key takeaways

  1. Margin driver Q4 EBITDA margin was 25%, driven by operating leverage from higher capacity utilisation.
  2. Growth driver 51 new parts across John Deere, Eaton, Taco Prestolite and Mayekawa represent almost ₹30 cr of business value.
  3. Key risk Raw material prices, especially aluminium and copper, have been volatile and increasing significantly.

Original filing on BSE

Menon Bearings Limited Q1 FY27 results

As filed: Revenue ₹91.8 cr (+37% year on year), EBITDA ₹20.1 cr (+68% year on year), PAT ₹14.1 cr (+76% year on year), EBITDA margin 21.9% (+402 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹87.2 cr (+36% year on year), EBITDA ₹21.6 cr (+116% year on year), PAT ₹13.8 cr (+97% year on year), EBITDA margin 24.8% (+915 bps). Score 91 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 915 bps year on year. Revenue rose ₹23.2 cr on a year ago, more than the ₹10.0 cr it added the year before. Share price after the results: +15.0% in 29 days (Nifty 500: −0.1%).
  • Q3 FY26: Revenue ₹76.9 cr (+33% year on year), EBITDA ₹14.5 cr (+61% year on year), PAT ₹9.3 cr (+85% year on year), EBITDA margin 18.8% (+328 bps). Score 61 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 328 bps year on year. Share price after the results: −7.0% in 29 days (Nifty 500: −0.7%).
  • Q2 FY26: Revenue ₹63.0 cr (+7% year on year), EBITDA ₹10.0 cr (−9% year on year), PAT ₹7.0 cr (0% year on year), EBITDA margin 15.9% (−277 bps). Score 45 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin fell 277 bps year on year. Revenue fell 6% from last quarter. Share price after the results: −11.4% in 30 days (Nifty 500: +0.4%).
  • Q1 FY26: Revenue ₹67.0 cr (+16% year on year), EBITDA ₹12.0 cr (+20% year on year), PAT ₹8.0 cr (+33% year on year), EBITDA margin 17.9% (+67 bps). Score 54 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin rose 67 bps year on year. Share price after the results: −2.7% in 28 days (Nifty 500: −0.1%).
  • Q4 FY25: Revenue ₹64.0 cr (+19% year on year), EBITDA ₹10.0 cr (0% year on year), PAT ₹7.0 cr (+17% year on year), EBITDA margin 15.6% (−289 bps). Score 58 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin fell 289 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +2.7% in 29 days (Nifty 500: +0.5%).
  • Q3 FY25: Revenue ₹58.0 cr (−89% year on year), EBITDA ₹9.0 cr (−91% year on year), PAT ₹5.0 cr (−91% year on year), EBITDA margin 15.5% (−293 bps). Score 32 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 293 bps year on year. Profit fell 29% from last quarter.
  • Q2 FY25: Revenue ₹59.0 cr (+16% year on year), EBITDA ₹11.0 cr (+10% year on year), PAT ₹7.0 cr (+17% year on year), EBITDA margin 18.6% (−96 bps). Score 47 of 100, In line with trend. EBITDA margin fell 96 bps year on year. Consolidated profit +17% but standalone -17%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Menon Bearings Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.