Earnings Call/Transcript
Menon Bearings Earnings Call Transcript
Menon Bearings disclosed the transcript of its October 30, 2026 earnings call discussing Q2 and H1 FY27 results, growth plans and business outlook.
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Menon Bearings Ltd (MENONBE) is currently trading at 330.15 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Menon Bearings Limited manufactures critical engine bearings, bushes, thrust washers, aluminium die-casting components, and braking products, while increasingly serving transmission, steering, suspension, power-generation, marine, industrial, and EV-related applications. Its operations span the Menon Bearings and Menon Alkop businesses, with domestic OEM, aftermarket, and export customers. The company delivered an exceptionally strong first half of FY27, reporting consolidated operating income of INR 194.9 crore, up 47% year-on-year, while EBITDA increased 77% and PAT rose 89.55%. Management described the quarter as an all-time high for sales, EBITDA, and profit, despite substantial increases in tin, copper, steel, and other input costs. Menon Bearings Limited is targeting more than 30% growth in FY27 and potentially FY28, supported by domestic demand, exports, aftermarket growth, and a large RFQ pipeline. Management estimates that around 20% or more of anticipated growth should come from volumes, with additional support from new product introductions and pricing mechanisms. The company is deliberately reducing dependence on tractors and conventional engine applications. Tractor exposure has declined from roughly 54% of market share or business mix historically to about 34% in the cited discussion, while newer opportunities span generators, compressors, oil and gas, home automation, agricultural equipment, braking, transmission, and EV components.
Over the past 52 weeks, Menon Bearings Ltd has traded between a low of ₹101.00 and a high of ₹332.45. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Menon Bearings Ltd has a market capitalization of approximately 1,789.08. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Menon Bearings Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 34.48 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 1,789.08 Cr, Menon Bearings Ltd is classified as a Small Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Menon Bearings Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Menon Bearings Ltd is 34.48. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
An analyst cited about Rs 20 crore of operating cash flow for Menon Bearings in H1 FY27. That compared with Rs 23 crore for the full previous year, with the analyst pointing to lower inventory days as the main reason.
Menon Bearings said tractor business represented 34% of its engine-bearing mix, compared with 54% 10 years earlier. Management said tractor volumes are still increasing, so the lower share reflects faster growth in other applications.
Menon Bearings said it remains in line with its FY27 expectation for EVs to account for 8% to 10% of Menon Alkop revenue. Management added that EV volumes and value could be higher, although the percentage share may remain stable because other businesses are also expanding.
Menon Bearings is targeting an EBITDA margin of about 23% next year. Management said its normal operating-margin range is 20% to 22%, while the 23% number is a target rather than a reported result.
Earnings Call/Transcript
Menon Bearings disclosed the transcript of its October 30, 2026 earnings call discussing Q2 and H1 FY27 results, growth plans and business outlook.
Penalty/Adjudication Order
Menon Bearings reported that the Board noted a delayed NSE shareholding-pattern filing. The company paid a total fine of ₹9,440, with no financial or operational impact.
Public Notice/Press Release
Menon Bearings submitted newspaper advertisements for its unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026.
Earnings Call/Transcript
Menon Bearings hosted an earnings conference call on 30 October 2026 to discuss unaudited standalone and consolidated Q2 and half-year FY27 results.
Investor Presentation
Menon Bearings released its investor presentation highlighting Q2 and H1 FY27 financial and operational performance, including strong revenue and profit growth.

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1,850 Cr
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35.7
36.2
0.6
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332.45
101.00
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