Menon Bearings Limited — PPTs, 29-10-2025: Investor Presentation

Menon Bearings posted solid H1 FY26 results, with Revenue up 11.8% YoY to ₹131.74 Cr and PAT growing 18.3% to ₹15.21 Cr (EPS ₹2.72). Bimetal leads contributions, and exports constitute 32% of revenue.

Growth is driven by aggressive capacity expansions across Bimetal (9% uplift by FY26), Brakes (33% by FY27), and Alkop (doubling capacity). A strategic entry into the EV segment, supplying components to Porsche (via Eaton) and Tesla (via Concentric), is targeted to boost Alkop revenue. Cost-saving initiatives like solar power enhance efficiency.

Recent developments include Bimetal samples for a major US company and 38 new parts for a key customer, potentially adding ₹50-60 Cr annually. Dynamometer installation for Brakes is underway for railway approvals.

Management projects Alkop revenue to hit ₹120 Cr by FY27. Exports are targeted to reach 40% of revenue by FY27, with new tractor components adding ₹55 Cr annually. The company is evolving as a high-tech capital goods player focused on high-margin, niche products.