Menon Bearings Limited — PPTs, 16-07-2026: Investor Presentation

Menon Bearings delivered a strong Q1FY27, hitting its highest-ever quarterly revenue, EBITDA, and net profit. Revenue surged 37.2% YoY to ₹94.04 Cr, with Net Profit soaring 67.3% to ₹14.11 Cr. EPS grew 68.0% to ₹2.52. Key drivers include robust demand in Bimetal products and growing exports, which now contribute 33.16% of revenue.

The company is strategically expanding capacity across all divisions, planning ₹25 Cr additional capex for Bi-Metal and ₹7 Cr for Alkop over two years to meet rising demand. Recent developments include securing samples for a major US aftermarket player and 38 new parts developed for a key customer in Alkop, projected to add ₹50-60 Cr annually. Dynamometer installation is underway for brake segment railway approvals, promising significant turnover growth.

Management highlights focus on high-margin products, increasing global outreach aiming for 37% export revenue by FY27, and entering the EV segment by supplying components to Porsche via Eaton. The company aims for EV to contribute 8-10% of Alkop revenue by FY27. They see ample land for future growth, positioning them for sustained compounding.