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.

Menon Bearings Limited , a key player in the auto components and engineering parts segment, has announced its unaudited financial results for the quarter and nine months ended December 31, 2020, showcasing remarkable growth across key financial metrics.

Financial Highlights

The company reported a significant year-over-year improvement in its financial performance:

The robust growth in total income, coupled with even stronger growth in profitability metrics, indicates improved operational efficiency and cost management during the quarter.

Interim Dividend Declaration

In a move that will reward shareholders, the Board of Directors has declared an interim dividend of Rs 1.50 per equity share for the financial year 2020-21. The total dividend payout amounts to Rs 840.60 lakhs, reflecting the company's strong cash position and commitment to shareholder returns.

Key details of the dividend:

• Record Date: February 4, 2021
• Payment Period: February 11-18, 2021

Shareholders on record as of February 4, 2021, will be eligible to receive the interim dividend.

Industry Context

Menon Bearings Limited primarily operates in the auto components and engineering parts segment. The strong financial performance, despite the challenges faced by the automotive industry, suggests that the company has successfully navigated the market conditions and potentially capitalized on the recovery in the auto sector.

The significant growth in revenue and profitability may be attributed to factors such as increased demand for auto components, potential market share gains, or successful cost optimization strategies implemented by the company.

As the automotive industry continues to evolve, with a focus on electric vehicles and advanced technologies, companies like Menon Bearings that demonstrate financial resilience and growth are well-positioned to adapt to changing market dynamics.