Menon Bearings Ltd.
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ABOUT
AI Sector View
AI GENERATEDAutomobile and Auto Components
Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.
PROS
- Company has a healthy return on capital (ROCE) of 22.5%
- Latest quarter profit grew 63.5% YoY, showing strong momentum
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.00x)
- Company has been maintaining a healthy dividend payout of 34.3%
- Company comfortably covers its interest (14.8x coverage)
- Company generates healthy free cash flow
CONS
- Receivables are growing faster than sales - a possible quality concern
- Valuation is stretched - P/E of 49.3 is well above its own 5-year median (24.5)
- Company has delivered a poor sales growth of 7.7% over past five years
- Growth is decelerating - 3Y profit CAGR (-0.1%) trails the 5Y trend (11.5%)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SCHAEFFLER | 3948.75 | 49.24 | 61720.41 | 0.89 | 325.78 | 13.47 | 2760.55 | 17.34 | 27.55 | 18.08 |
| TIMKEN | 3300.35 | 59.84 | 24824.81 | 0.08 | 1196.59 | 528.77 | 9433.20 | 891.45 | 19.14 | 18.83 |
| SKFINDUS | 2886.10 | 65.55 | 14268.29 | 0.35 | 61.92 | -48.96 | 970.77 | 34.72 | 15.89 | 9.09 |
| SKFINDIA | 1528.60 | 36.05 | 7557.09 | 2.62 | 61.92 | -47.62 | 587.79 | -54.19 | 22.09 | 14.99 |
| NRBBEARING | 515.05 | 33.84 | 4992.00 | 1.54 | 37.76 | 15.09 | 369.53 | 19.18 | 18.31 | 17.23 |
| ROLEXRINGS | 171.55 | 29.59 | 4500.32 | 0.00 | 60.14 | 22.34 | 304.34 | 4.38 | 20.98 | 22.58 |
| MENONBE | 298.00 | 38.02 | 1669.99 | 0.67 | 14.11 | 67.34 | 91.79 | 36.57 | 25.59 | 21.93 |
| BIMETAL | 640.00 | 21.44 | 244.80 | 2.11 | 3.94 | -7.06 | 79.53 | 10.98 | 7.01 | 6.32 |
| NIBL | 33.61 | 0.00 | 81.44 | 0.00 | -6.59 | -29.57 | 18.90 | 1.90 | -18.80 | -7.86 |
| AUSTENG | 133.25 | 10.90 | 46.34 | 0.00 | 0.94 | -38.76 | 32.28 | -10.68 | 8.16 | 4.86 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 55 | 50 | 49 | 52 | 40 | 41 | 39 | 46 | 48 | 44 | 57 | 64 | 67 | |
| 43 | 40 | 40 | 42 | 32 | 33 | 33 | 37 | 38 | 36 | 45 | 49 | 54 | |
| Operating Profit | 12 | 10 | 10 | 11 | 8 | 8 | 7 | 9 | 10 | 8 | 12 | 15 | 13 |
| OPM % | 21.69% | 20.59% | 19.24% | 20.18% | 19.24% | 20.62% | 17.12% | 18.70% | 20.81% | 17.60% | 20.73% | 23.30% | 20.05% |
| 0 | 1 | 1 | 1 | 0 | 0 | 1 | 1 | 1 | 1 | 1 | 2 | 1 | |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 0 | 1 | 1 | 1 | 1 | 1 |
| Depreciation | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 1 |
| Profit before Tax | 10 | 8 | 7 | 9 | 6 | 7 | 6 | 8 | 9 | 7 | 11 | 13 | 15 |
| Tax % | 25.28% | 24.55% | 24.46% | 27.47% | 24.37% | 24.82% | 24.64% | 25.38% | 24.00% | 24.93% | 25.90% | 29.35% | 24.37% |
| Net Profit | 7 | 6 | 6 | 6 | 5 | 5 | 4 | 6 | 7 | 5 | 8 | 10 | 11 |
| 1.31 | 1.12 | 1.00 | 1.15 | 0.85 | 0.95 | 0.74 | 1.05 | 1.23 | 0.99 | 1.40 | 1.70 | 2.00 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 124 | 146 | 174 | 139 | 149 | 198 | 219 | 208 | 167 | 217 | 232 | |
| 90 | 108 | 131 | 109 | 115 | 155 | 166 | 164 | 134 | 169 | 184 | |
| Operating Profit | 33 | 38 | 43 | 30 | 35 | 42 | 53 | 44 | 33 | 48 | 48 |
| OPM % | 27.01% | 25.75% | 24.76% | 21.44% | 23.18% | 21.36% | 24.14% | 21.16% | 19.57% | 22.16% | 20.66% |
| 1 | 1 | 1 | 1 | 1 | 0 | 1 | 2 | 1 | 3 | 5 | |
| Interest | 1 | 2 | 4 | 5 | 4 | 3 | 3 | 3 | 3 | 3 | 3 |
| Depreciation | 5 | 4 | 5 | 7 | 7 | 8 | 8 | 8 | 4 | 5 | 6 |
| Profit before Tax | 28 | 33 | 36 | 20 | 25 | 32 | 43 | 34 | 27 | 43 | 46 |
| Tax % | 30.49% | 34.52% | 29.88% | 26.52% | 24.26% | 24.16% | 23.24% | 25.48% | 24.82% | 24.22% | 26.26% |
| Net Profit | 19 | 21 | 25 | 14 | 19 | 25 | 33 | 26 | 20 | 33 | 34 |
| EPS | 0.00 | 0.00 | 0.00 | 0.00 | 3.35 | 4.38 | 5.84 | 4.58 | 3.60 | 5.82 | — |
| Dividend Payout % | 29.13% | 39.35% | 33.16% | 97.07% | 44.34% | 45.68% | 34.25% | 49.08% | 55.60% | 34.35% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 7%
- 5 Years:
- 8%
- 3 Years:
- 0%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 8%
- 5 Years:
- 11%
- 3 Years:
- 0%
STOCK PRICE CAGR
- 10 Years:
- 14%
- 5 Years:
- 32%
- 3 Years:
- 27%
- 1 Year:
- 123%
RETURN ON EQUITY
- 10 Years:
- 24%
- 5 Years:
- 21%
- 3 Years:
- 19%
- Last Year:
- 23%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 |
| 59 | 71 | 85 | 83 | 93 | 106 | 128 | 141 | 126 | 148 | |
| 21 | 25 | 46 | 38 | 29 | 23 | 15 | 34 | 29 | 27 | |
| Trade Payables | 8 | 11 | 10 | 9 | 13 | 13 | 13 | 12 | 10 | 16 |
| 9 | 13 | 12 | 13 | 14 | 15 | 21 | 14 | 12 | 13 | |
| Total Liabilities | 103 | 126 | 158 | 149 | 155 | 163 | 182 | 207 | 182 | 210 |
| 37 | 48 | 56 | 72 | 80 | 79 | 76 | 72 | 74 | 76 | |
| Capital Work in Progress | 4 | 5 | 19 | 10 | 1 | 0 | 8 | 14 | 0 | 0 |
| 0 | 0 | 3 | 0 | 1 | 0 | 10 | 12 | 34 | 35 | |
| 12 | 15 | 16 | 16 | 16 | 21 | 22 | 22 | 16 | 21 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 53 | 39 | 66 | |
| Cash & Bank | 17 | 19 | 19 | 11 | 8 | 9 | 13 | 26 | 13 | 4 |
| 33 | 40 | 44 | 41 | 48 | 55 | 53 | 7 | 7 | 8 | |
| Total Assets | 103 | 126 | 158 | 149 | 155 | 163 | 182 | 207 | 182 | 210 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 20 | 23 | 26 | 30 | 24 | 24 | 50 | 20 | 44 | 14 | |
| Cash from Investing | -9 | -15 | -30 | -10 | -6 | -3 | -23 | -11 | -34 | -7 |
| Cash from Financing | 1 | -7 | 5 | -29 | -21 | -20 | -23 | 4 | -16 | -16 |
| 12 | 2 | 1 | -8 | -3 | 1 | 4 | 13 | -6 | -9 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-01 - Menon Bearings Limited has informed the Exchange about Schedule of meet
2026-08-07 - Menon Bearings Limited has informed the Exchange about Shareholders meeting
2026-08-06 - Menon Bearings Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 06, 2026
2026-07-31 - Menon Bearings Limited has informed the Exchange about Schedule of meet
2026-07-22 - Menon Bearings Limited has informed the Exchange about Transcript
2026-07-17 - Menon Bearings Limited has informed the Exchange about Link of Recording
2026-07-17 - Menon Bearings Limited has informed the Exchange about Copy of Newspaper Publication
2026-07-16 - Menon Bearings Limited has informed the Exchange about Investor Presentation
2026-07-16 - Menon Bearings Limited has informed the Exchange that Record date for the purpose of Dividend is 22-Jul-2026.
News
Recent coverage and analyst commentary for MENONBE
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Menon Bearings Ltd.
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