Menon Bearings Q4FY26 PAT Surges 108.55% to INR 6.83
Menon Bearings Limited reported a 108.55% year-on-year surge in Q4FY26 consolidated PAT to INR 6.83, with full-year PAT growing 53.41% to INR 38.25 crores. Consolidated total income for FY26 increased by 23.16% to INR 300 crores. The company maintains a robust development pipeline valued at INR 30 crores and targets a turnover of INR 500 crores by 2028, supported by an optimistic outlook for EBITDA margins between 20% and 22%.

*this image is generated using AI for illustrative purposes only.
Menon Bearings Limited has announced its audited standalone and consolidated financial results for the quarter and financial year ended 31 March, 2026. The company reported a robust financial performance with significant growth across key metrics, driven by operational efficiencies and market expansion. The management expressed optimism for the coming year, citing a healthy order book and a strong development pipeline.
Financial Performance
Consolidated total income for FY26 reached INR 300 crores, representing a 23.16% increase over the previous year. Profit After Tax (PAT) for the full year stood at INR 38.25 crores, a growth of 53.41%. The fourth quarter was particularly strong, with consolidated PAT rising by 108.55% year-on-year. Earnings per share (EPS) increased from INR 4.45 to INR 6.83.
| Metric | Value |
|---|---|
| Consolidated Total Income (FY26) | INR 300 crores |
| Total Income Growth | 23.16% |
| PAT (FY26) | INR 38.25 crores |
| PAT Growth | 53.41% |
| Q4 PAT Growth | 108.55% |
| EPS (FY26) | INR 6.83 |
Operational Highlights and Outlook
The company’s total assets stand at INR 267 crores, with an asset turnover ratio of nearly 1.5. Management guided for EBITDA margins to remain between 20% and 22% over the next two years. Looking ahead, Menon Bearings is targeting a turnover growth rate of 25% year-on-year, with an optimistic goal to reach INR 500 crores by 2028.
Business Pipeline and Strategy
The new development parts pipeline is robust, featuring 51 new parts across major customers such as John Deere, Eaton, Taco Prestolite, and Mayekawa. This pipeline represents a business value of approximately INR 30 crores for the current and next year. The Bi-Metal division has a pipeline exceeding INR 50 crores, while the brakes division holds a pipeline of INR 10 crores for the next two years. The company is also expanding into new segments, including railways and aerospace, and is focusing on high-value exports to improve margins.
Historical Stock Returns for Menon Bearings
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +0.79% | +15.92% | +16.40% | +53.61% | +27.84% | +142.25% |
How quickly could Menon Bearings' expansion into railways and aerospace segments contribute meaningfully to revenue, and what certifications or partnerships would be required to accelerate entry into these sectors?
Given the aggressive 25% YoY growth target and the INR 500 crore turnover goal by 2028, what capital expenditure plans or capacity expansions are being considered to sustain this trajectory?
With high-value exports being a key margin-improvement strategy, which geographies or customer segments is Menon Bearings prioritizing, and how exposed is the company to currency fluctuation risks?


































