Menon Bearings Limited — Investor Meet, 22-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Menon Bearings reported record Q1 consolidated revenue of INR 91.79 Cr (+36.57% YoY) and PBT of INR 18.51 Cr (+67.36%). Management expects INR 65-75 Cr additional business from North America. New railway brake orders (INR 5-6 Cr initially) and Africa expansion are key growth drivers. Alkop's EV share targets 8-10%. Bi-metal capacity is expanding, with infrastructure supporting INR 500 Cr revenue for 2-3 years. FY revenue guidance is INR 360 Cr (conservative). Operational excellence helped brakes achieve 25% EBITDA margin this quarter, with consolidated margins aiming for 20-21%. Company has a confident outlook, driven by market diversification and strong customer relations.