NRB Bearing Limited — Investor Meet, 20-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NRB Bearings reported robust Q3 FY'26 results: Revenue climbed 18% YoY to INR 328 Cr, EBITDA surged 26% to INR 64 Cr (19% margin), and PAT jumped 44% to INR 38 Cr. The company is executing a diversification strategy, including a JV with Unitec for industrial bearings and acquiring Mahant Toolroom for aerospace (with an order book exceeding INR 25 Cr). Management highlighted continuous capacity optimization, an ongoing INR 270 Cr CapEx, and aiming to maintain 18-20% EBITDA margins. The focus is on high-tech, high-margin segments and strategic partnerships for resilient, profitable growth.