NSE: MENONBE · BSE: 523828 · ISIN INE071D01033
Menon Bearings Limited stock analysis
Menon Bearings Limited ranks #854 in the TickerSutra evidence-ranked universe with a score of 59/100 and 89% data confidence. The latest captured fundamentals show ROCE of 25.5%, quarterly sales growth of 36.6% and quarterly profit growth of 67.4%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 25.5%
- Low debt/equity of 0.25×
- No promoter shares are reported as pledged
Risks and constraints
- CFO/EBITDA is below 0.6×
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2008 | ₹39cr | ₹7cr | ₹2cr | 19.0% |
| 2023 | ₹219cr | ₹53cr | ₹33cr | 24.0% |
| 2024 | ₹213cr | ₹43cr | ₹24cr | 20.0% |
| 2025 | ₹243cr | ₹45cr | ₹25cr | 19.0% |
| 2026 | ₹299cr | ₹64cr | ₹38cr | 22.0% |
| TTM | ₹318cr | ₹66cr | ₹44cr | 21.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
RoutineTrading WindowNSE · 26 Sept 2026 · Structured filingMenon Bearings Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
Menon Bearings Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
Open original XBRL sourceMANAGEMENT COMMENTARY
Signals from filed documents
But now we are looking at different avenues because of the war last three months, we didn't have orders.So actually, our results could have been even better. But last three months, those merchant export orders were stuck because of backlog because of the Straight of Hormuz and the war. So till then, our marketing teams have been putting effort.
65.21 crore, and Profit After Tax Rs. The Company strengthened its position across OEM, aftermarket, and export segments through continuous technology upgradation, capacity expansion, and product development. During the financial year, the Company expanded production capacities in Bi-Metal and Braking divisions, enhanced export presence across the globe, and continued development of high-value precision-engineered pr
But fourth quarter, similar call, Ankit, it would be a much better scenario, I would say. Ankit Mittal: And on the margin also, as you mentioned, there are a few things which have moved significantly in terms of raw material costs. So, do you think this 21%, 22% is kind of sustainable?
Future Challenges · Technological Adaptation: Keeping pace with rapid advancements in automotive technology, and smart mobility solutions. A N N U A L R E P O R T 2 0 2 5 - 2 0 2 6 M E N O N B E A R I N G S L I M I T E D 57 · Margin Pressure: Sustaining profitability amid rising raw material costs and competitive pricing in domestic and global markets. · Capacity & Workforce Management: Efficiently managing expansion
While the global business environment continues to present certain uncertainties, the underlying demand outlook for the automotive and engineering sector remains encouraging. With our strong customer relat ionship, diversified product portfolio and disciplined education, we are confident of sustaining our growth momentum in the coming quarters also. That is because, more particularly, due to our last month's visit to
Arun Aradhye: Product mix and we will try and see that we retain the same over a period of time. Aditya Menon: This quarter has given us an idea which products to focus on which are higher margin products. So, as management, we have identified those.
While the automotive industry is gradually transitioning towards electric mobility, sustained demand from commercial vehicles, tractors, industrial engines, and gensets continues to provide stable business opportunities for the Company. Increasing regulatory standards, including BS-VI norms and stringent export requirements, are driving demand for high-quality precision-engineered components, further strengthening th
Future Challenges · Technological Adaptation: Keeping pace with rapid advancements in automotive technology, and smart mobility solutions. A N N U A L R E P O R T 2 0 2 5 - 2 0 2 6 M E N O N B E A R I N G S L I M I T E D 57 · Margin Pressure: Sustaining profitability amid rising raw material costs and competitive pricing in domestic and global markets. · Capacity & Workforce Management: Efficiently managing expansion
Appointed as member of the Committee w.e.f. 3) Provide the web-link where composition of CSR Committee, CSR Policy and CSR Projects approved by the board are disclosed on the website of the Company: https://menonbearings.in/investorrelations/corporategovernance 4) Provide the executive summary with web-link(s) of Impact Assessment of CSR Projects carried out in pursuance of sub-rule (3) of Rule 8 of the Companies (Co
Resident shareholders may also submit Lower/ Nil withholding certificate under Section 395(1) of the I.T Act and meets all the required eligibility conditions. In case of Foreign Institutional Investors / Foreign Portfolio Investors, tax will be deducted under Section 393(2)[Sl. 15] of the IT Act @ 20% (plus applicable surcharge and cess).
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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