NRB Bearing Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NRB Bearings' Q2 FY26 earnings call highlighted 21% H1 earnings growth, with Q2 PAT margin at 12%. The company aims for 17-18% ROE and targets ₹2,500 Cr revenue by 2031, which management views as conservative.

They secured ₹750 Cr in lifetime-nominated orders for global and Indian OEMs, driven by EV-agnostic products. CAPEX of ₹500 Cr is planned to boost capacity, with an initial ₹200 Cr for industrial segment expansion and plant upgrades. NRB is also entering aerospace via potential acquisition to accelerate certification. The company emphasizes a risk-mitigated strategy, R&D, and "mass customization" for high-margin niches, projecting confident growth.