Menon Bearings Limited — PPTs, 15-01-2026: Investor Presentation

Menon Bearings reported strong Q3FY26 performance with its highest-ever quarterly revenue of 78.54 Cr, up 31.9% YoY. Net Profit soared 69.2% YoY to 9.25 Cr, demonstrating robust operational execution. For 9MFY26, revenue reached 211.20 Cr, with profit after tax at 24.47 Cr. EPS for Q3FY26 stood at 1.65 Rs.

The company is strategically expanding capacity across its Bi-Metal, Alkop, and Brakes divisions, backed by significant capex. A major focus is entering the EV segment (supplying for Porsche and Tesla) with a target of 8-10% of Alkop revenue by FY27. Exports are a key growth driver, aiming for 40% of total revenue by FY27, including expansion into Africa.

Recent developments include 38 new parts for a major customer, projected to generate 50-60 Cr annually, and production commencing for new tractor components with an estimated 55 Cr annual potential. Dynamometer installation for railway approvals is also underway.

Management anticipates sustained growth, supported by expanding capacities and a strong export push. A 9-month order visibility and focus on high-margin products (e.g., Bearings 22% EBITDA) are expected to drive future profitability.