Menon Bearings Limited announced its unaudited financial results for the quarter ended December 31, 2025, showcasing exceptional performance across key financial metrics. The auto components manufacturer delivered robust growth in revenue, profitability, and operational efficiency, reflecting strong execution and favorable market conditions.

Outstanding EBITDA Performance

The company achieved remarkable EBITDA growth in Q3FY26, with earnings before interest, tax, depreciation and amortization reaching ₹12.45 crores compared to ₹7.42 crores in the corresponding quarter of the previous year, representing a substantial 67.62% year-on-year increase.

The EBITDA margin expanded significantly, indicating improved operational efficiency and better cost management. This margin expansion demonstrates the company's ability to enhance profitability while scaling operations.

Comprehensive Financial Performance

The company's standalone results showed remarkable growth momentum across all major parameters. Net profit after tax surged to ₹7.84 crores, representing an impressive 88.36% increase compared to ₹4.16 crores in the corresponding quarter of the previous year.

Sequential Quarter Performance

Comparing with the previous quarter, Menon Bearings maintained its growth trajectory with consistent improvements across financial metrics.

Consolidated Results and Nine-Month Performance

On a consolidated basis, the company reported net profit after tax of ₹9.25 crores, representing a 69.14% increase from ₹5.47 crores in the previous year. For the nine-month period, standalone net profit increased by 41.75% to ₹20.23 crores from ₹14.28 crores.

The company's earnings per share improved significantly to ₹1.40 on a standalone basis and ₹1.65 on a consolidated basis, with paid-up equity share capital remaining stable at ₹5.60 crores. The Board of Directors approved these results at their meeting held on January 15, 2026.

Menon Bearings Limited , a leading manufacturer of bearings and automotive components, has reported a 7% year-on-year revenue growth for the quarter ended September 30, 2025. The company's quarterly revenue stood at INR 63.85 crores, with EBITDA at INR 11.10 crores and Profit After Tax (PAT) reaching INR 6.80 crores.

Financial Performance

For the half-year period, Menon Bearings witnessed an 18% growth in PAT. The company's EBITDA margins for the half-year were 18.8%, while PAT margins improved to 11.6%. Despite facing challenges such as increased raw material costs and market uncertainties, the company remains optimistic about its growth prospects.

Revenue Projections and Growth Targets

Menon Bearings expects to achieve consolidated revenue between INR 280-290 crores for the current fiscal year (FY26). The company is projecting an 18-20% growth for the next year, indicating a strong outlook for FY27.

Raw Material Cost Pressures

The company faced significant increases in raw material costs during the quarter:

These cost increases have put pressure on margins, but the company is working on passing these costs to customers in the coming quarters.

Divisional Performance and Expansion Plans

The Bi-Metal division remains the major contributor to the company's revenue, supported by increasing demand for large diameter bearings. Menon Bearings is expanding its capacities across divisions:

• Bi-Metal capacity: Increasing from 486 to 530 lakh units
• Alkop capacity: Potential to double from 1,440 to 2,880 metric tonnes

New Business Developments

Menon Bearings has secured new business with Allison USA, worth over INR 2.50 crores monthly. The company has also entered the Electric Vehicle (EV) component segment and expects the EV business to contribute 8-10% of Alkop revenue by FY27.

Export Growth and Order Book

Exports currently account for around 30% of total revenue, and the company projects this to reach 40% by FY27. Menon Bearings has a robust order book of INR 290 crores for the current year and INR 350 crores for the next year, indicating strong future growth potential.

Sustainability Initiatives

The company has implemented a 570 KW solar power system and is planning to install roof-top solar panels with a capacity of 2.5 MW. These initiatives are expected to reduce long-term costs and improve the company's carbon footprint, aligning with customer requirements for sustainable manufacturing practices.

Outlook

Despite short-term challenges such as raw material cost increases and market uncertainties, Menon Bearings remains confident in its growth trajectory. The company's focus on capacity expansion, new business development, and sustainability initiatives positions it well for future growth in both domestic and international markets.