Menon Bearings Ltd-$ — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Menon Bearings reported its highest-ever quarterly sales, EBITDA, PBT and PAT for Q1 FY27, with standalone sales up 40.41% year-on-year to Rs 67.06 crore and consolidated sales up 36.57% to Rs 91.79 crore. Management attributed the growth to healthy demand across segments, operational efficiencies and cost optimization, and cited a recent trip to Canada and the US as a source of future business. The company also discussed segment-wise EBITDA margins, capacity utilization levels, and plans for capacity expansion in bi-metal and Alkop divisions.
Menon Bearings reported consolidated total income of over INR 300 crore for FY26, up 23.16% year-on-year, with full-year PAT of INR 38.25 crore, a 53.41% increase. Fourth-quarter consolidated PAT rose 108.55% year-on-year, and management attributed the quarter's performance to higher capacity utilisation and operating leverage across the Bi-Metal, aluminium and brakes divisions. Management discussed raw material cost pass-through mechanisms, export mix, new product pipelines across bearings, aluminium (Alkop) and brakes, and outlined targets for revenue growth and margins over the next two years.