Menon Bearings Limited — Investor Meet, 24-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Menon Bearings reported strong FY26 results: consolidated total income exceeded INR 300 Cr (+23.16% YoY), and PAT jumped 53.41% to INR 38.25 Cr. Q4 PAT remarkably rose 108.55% YoY. Management projects 25% annual growth, targeting INR 500 Cr turnover by 2028, with EBITDA margins of 20-22%. A robust new business pipeline includes INR 30 Cr for Alkop (targeting 29% growth), over INR 50 Cr for Bi-Metal, and INR 10 Cr for brakes. Exports are a major driver (60% of order book), with raw material costs effectively passed to customers. The company is diversifying into EV, railway, and industrial segments. Management conveys a confident outlook on sustainable growth and profitability.