Menon Bearings Q2FY27: Revenue Surges 58.6% YoY to ₹100.88 Crore, Profit Jumps 117.1% to ₹14.73 Crore
Menon Bearings reported a strong Q2 FY27 with revenue up 58.6% YoY to ₹100.88 crore and net profit soaring 117.1% YoY to ₹14.73 crore. EBITDA increased by 103.8% YoY to ₹22.20 crore. The company is expanding capacities with ₹25 crore planned capex over two years and aims for exports to reach 37% of revenue by FY27.
The substantial growth in key financial metrics (revenue, profit, EBITDA) and strategic forward-looking plans for expansion and new market segments are likely to have a significant positive impact on investor sentiment and the company's market position.
The company reported significant year-on-year growth in revenue, EBITDA, and net profit, indicating strong financial performance. Strategic initiatives for capacity expansion, export growth, and entry into new segments like EV also contribute to a positive outlook.
Menon Bearings Limited has announced its financial and operational performance for the second quarter (Q2) and first half (H1) of the fiscal year 2027 (FY27). The company reported a significant year-on-year (YoY) increase in revenue from operations, which grew by 58.6% to ₹100.88 crore in Q2 FY27, compared to ₹63.62 crore in Q2 FY26. For the H1 FY27 period, revenue from operations increased by 47.4% to ₹194.93 crore from ₹132.21 crore in H1 FY26.
EBITDA for Q2 FY27 surged by 103.8% YoY to ₹22.20 crore, with an improved EBITDA margin of 22.00% compared to 17.12% in the previous year. Net Profit (PAT) in Q2 FY27 more than doubled, rising by 117.1% YoY to ₹14.73 crore, up from ₹6.79 crore in Q2 FY26. Earnings Per Share (EPS) also saw a substantial increase of 117.4% YoY to ₹2.63 in Q2 FY27.
The investor presentation highlights robust growth across product segments, with Bimetal products showing a YoY revenue increase of 52.26% to ₹70.82 crore in Q2 FY27, Alkop at 24.11% to ₹24.11 crore, and Braking Systems at 3.41% to ₹3.41 crore.
The company is strategically focusing on expanding its export footprint and domestic aftermarket, with plans to develop high-volume, high-value parts expected to generate ₹50-60 crore annually within two years. Furthermore, Menon Bearings is investing in capacity expansion, with a total of ₹6.74 crore deployed in FY26 and an additional ₹25 crore planned over the next two years. Strategic investments are also being made in sustainability and cost savings, including a 3,870 kWp solar power system.
The 'Way Forward' section outlines ambitions to expand capacities, grow its presence in the EV segment targeting 8-10% of Alkop revenue by FY27, achieve margin expansion through high-value products, and increase global outreach with exports projected to reach 37% of revenue by FY27. The company is also exploring new opportunities in technology segments and has entered the EV segment by supplying components for Porsche through Eaton.
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