Menon Bearings Limited — PPTs, 16-05-2026: Investor Presentation

Here's a concise, retail-friendly summary:

**1. Business Performance:** Menon Bearings delivered stellar Q4 & FY26 results. Q4 revenue skyrocketed 34.7% YoY to ₹87.79 Cr, with EBITDA jumping 95.4% YoY to ₹22.22 Cr and Net Profit more than doubling (+108.7% YoY) to ₹13.78 Cr – all highest ever for any quarter. Full-year FY26 also saw record performance, with revenue up 23.5% YoY to ₹299.46 Cr and Net Profit climbing 53.4% YoY to ₹38.25 Cr. Braking Systems led product-wise revenue.

**2. Growth Drivers or Strategy:** The company is aggressively expanding capacities, with Bi-metal division capacity up 19% and Brakes up 67%. They're eyeing significant export market growth (targeting 37% of revenue by FY27) and focusing on high-margin products.

**3. Recent Developments:** Menon Bearings has successfully entered the EV segment, supplying components for Porsche via Eaton, projecting 8-10% of Alkop revenue from EVs by FY27. They've also developed 38 new parts for a major customer, with an expected annual revenue potential of ₹50-60 Cr.

**4. Key Financial Metrics:** Q4 FY26 EPS stood at ₹2.46, and full-year FY26 EPS reached ₹6.83. EBITDA margins are robust, targeting 22% for Bearings and 21% for Alkop.

**5. Management Commentary / Outlook:** Management sees strong business visibility, projecting Alkop revenue alone to reach ₹95 Cr by FY27. The company is positioned for sustained, profitable growth as it transforms into a high-tech capital goods player, emphasizing niche, high-precision components and a robust export strategy.