Menon Bearings Limited — Investor Meet, 20-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Menon Bearings reported strong Q3 FY26 consolidated results, with revenue at ₹76.9 Cr (+32% YoY) and PAT at ₹9.3 Cr (+69% YoY). Exports, now over 36% of revenue, are a key growth driver. Management anticipates sustainable 20-22% margins, backed by ₹2.25 Cr/year savings from solar installations and ₹8-9 Cr/year from process efficiencies. The projected order book is robust, targeting ₹425 Cr by FY28. Major CapEx is largely complete, with a focus on asset utilization. Both Brakes and Alkop segments are ramping up, driven by new customer acquisitions and electrification initiatives. A strategic shift towards ex-works exports is expected to significantly improve cash conversion cycles. The management expresses confidence in continued growth and profitability.