NRB Bearings Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
NRB Bearings reported consolidated revenue of INR370 crores in Q1 FY27, up 19.2% year-on-year, with profit after tax rising 15% to INR38 crores. Management described a strategic pivot into six new growth verticals including aerospace, automotive adjacencies, electrification, mobility, and mission-critical friction solutions, alongside a new production order from General Motors for the Corvette program through NRB's US facility. Standalone sales grew 14.7% and standalone PAT grew 31.7% year-on-year, with EBITDA up 21.7%.
NRB Bearings reported consolidated Q4 FY26 revenue growth of 13% year-on-year to Rs 372 crore, with EBITDA up 17% to Rs 74 crore and a 19.5% margin. For the full year, revenue grew 11% to Rs 1,335 crore, EBITDA rose 19% to Rs 267 crore, and profit after tax increased 77% to Rs 146 crore. Management attributed margin improvement to solar energy adoption, automation, yield gains, and renegotiated vendor costs, while also discussing capacity expansion plans and the Mahant Toolroom aerospace acquisition.