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 22.6%
- Latest quarter profit grew 67.3% YoY, showing strong momentum
- Company comfortably covers its interest (10.9x coverage)
- Company generates healthy free cash flow
- Company maintains a comfortable, low leverage position
CONS
- Receivables are growing faster than sales - a possible quality concern
- Valuation is stretched - P/E of 38.2 is well above its own 5-year median (20.3)
- Expensive relative to growth - PEG of 7.0
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SCHAEFFLER | 3940.85 | 49.14 | 61596.93 | 0.89 | 325.78 | 13.47 | 2760.55 | 17.34 | 27.55 | 18.08 |
| TIMKEN | 3299.80 | 59.83 | 24820.68 | 0.08 | 1196.59 | 528.77 | 9433.20 | 891.45 | 19.14 | 18.83 |
| SKFINDUS | 2932.85 | 66.61 | 14499.41 | 0.34 | 61.92 | -48.96 | 970.77 | 34.72 | 15.89 | 9.09 |
| SKFINDIA | 1530.30 | 36.09 | 7565.49 | 2.61 | 61.92 | -47.62 | 587.79 | -54.19 | 22.09 | 14.99 |
| NRBBEARING | 515.75 | 33.89 | 4998.78 | 1.54 | 37.76 | 15.09 | 369.53 | 19.18 | 18.31 | 17.23 |
| ROLEXRINGS | 173.00 | 29.84 | 4538.36 | 0.00 | 60.14 | 22.34 | 304.34 | 4.38 | 20.98 | 22.58 |
| MENONBE | 299.10 | 38.16 | 1676.16 | 0.67 | 14.11 | 67.34 | 91.79 | 36.57 | 25.59 | 21.93 |
| BIMETAL | 659.80 | 22.10 | 252.37 | 2.05 | 3.94 | -7.06 | 79.53 | 10.98 | 7.01 | 6.32 |
| NIBL | 31.44 | 0.00 | 76.18 | 0.00 | -6.59 | -29.57 | 18.90 | 1.90 | -18.80 | -7.86 |
| AUSTENG | 127.00 | 10.39 | 44.17 | 0.00 | 0.94 | -38.76 | 32.28 | -10.68 | 8.16 | 4.86 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| 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 | 51 | 52 | 54 | 58 | 59 | 58 | 64 | 67 | 63 | 77 | 87 | 92 | |
| 43 | 41 | 42 | 44 | 47 | 48 | 49 | 54 | 54 | 53 | 62 | 66 | 76 | |
| Operating Profit | 12 | 10 | 10 | 10 | 11 | 11 | 10 | 10 | 13 | 10 | 14 | 22 | 16 |
| OPM % | 21.41% | 20.03% | 18.47% | 18.58% | 18.50% | 19.35% | 16.70% | 15.68% | 19.22% | 15.65% | 18.81% | 24.79% | 17.43% |
| 0 | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 1 | 3 | |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Depreciation | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 3 |
| Profit before Tax | 10 | 8 | 7 | 8 | 8 | 9 | 7 | 9 | 11 | 9 | 12 | 18 | 19 |
| Tax % | 25.54% | 25.56% | 24.86% | 30.36% | 25.15% | 25.39% | 25.17% | 29.18% | 23.78% | 21.50% | 25.22% | 23.80% | 23.79% |
| Net Profit | 0 | 0 | 0 | 0 | 6 | 7 | 5 | 7 | 8 | 7 | 9 | 14 | 14 |
| 1.29 | 1.06 | 0.98 | 1.00 | 1.10 | 1.20 | 0.98 | 1.18 | 1.50 | 1.21 | 1.65 | 2.46 | 2.52 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|
| 219 | 213 | 243 | 299 | 318 | |
| 167 | 169 | 197 | 235 | 257 | |
| Operating Profit | 53 | 43 | 45 | 64 | 62 |
| OPM % | 24.08% | 20.37% | 18.62% | 21.51% | 19.43% |
| 1 | 2 | 1 | 1 | 7 | |
| Interest | 3 | 3 | 4 | 5 | 5 |
| Depreciation | 8 | 9 | 9 | 10 | 10 |
| Profit before Tax | 43 | 33 | 34 | 50 | 58 |
| Tax % | 23.30% | 26.51% | 26.32% | 23.72% | 23.76% |
| Net Profit | 33 | 24 | 25 | 38 | 44 |
| EPS | 5.82 | 4.35 | 4.45 | 6.83 | — |
| Dividend Payout % | 34.38% | 51.77% | 44.95% | 29.30% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 11%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 5%
STOCK PRICE CAGR
- 10 Years:
- 14%
- 5 Years:
- 32%
- 3 Years:
- 27%
- 1 Year:
- 123%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 19%
- Last Year:
- 22%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| Equity Capital | 6 | 6 | 6 | 6 |
| 128 | 139 | 153 | 180 | |
| 15 | 34 | 43 | 47 | |
| Trade Payables | 13 | 13 | 15 | 20 |
| 13 | 15 | 14 | 16 | |
| Total Liabilities | 174 | 207 | 231 | 268 |
| 76 | 80 | 102 | 119 | |
| Capital Work in Progress | 8 | 14 | 9 | 0 |
| 1 | 4 | 5 | 6 | |
| 22 | 23 | 27 | 31 | |
| 0 | 55 | 61 | 91 | |
| Cash & Bank | 13 | 26 | 20 | 13 |
| 53 | 5 | 6 | 8 | |
| Total Assets | 174 | 207 | 231 | 268 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| 50 | 28 | 27 | 23 | |
| Cash from Investing | -23 | -19 | -26 | -18 |
| Cash from Financing | -23 | 4 | -7 | -12 |
| 4 | 13 | -6 | -7 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| 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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