Menon Bearings Limited — Investor Meet, 23-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Menon Bearings posted consolidated revenue of ₹244 Cr in FY25, up 14% YoY, with PAT rising over 10% to ₹25.28 Cr. Management targets 20%+ revenue growth for FY26 (~₹300 Cr) and 19% CAGR over two years, maintaining EBITDA above 22% and PAT near 13%. Capacity expansions include a new bi-metal unit and aluminium division with current utilization around 85% and 70%. Exports (~35%) span the US, Middle East, and Africa, with growing EV exposure via Tesla, Porsche, and Tata. The brakes segment is nascent, aiming for ₹2.5 Cr monthly revenue post dynamometer installation. Focus remains on quality and value-added products, targeting ₹500 Cr revenue in three years.