NRB 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 delivered good profit growth of 21.2% CAGR over last 5 years
- Company has a healthy return on capital (ROCE) of 21.1%
- Company has consistently been profitable over the last 5 years
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 0.94x)
- Company has been maintaining a healthy dividend payout of 54.0%
CONS
- Promoter holding has decreased over last 2 years: -6.0pp
- Valuation is stretched - P/E of 33.8 is well above its own 5-year median (14.7)
- Recurring exceptional / one-off items are inflating headline profit
- Expensive relative to growth - PEG of 2.3
* 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 | 377.60 | 1050.87 | 3695.30 | 1091.84 | 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 |
| 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
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 272 | 279 | 258 | 285 | 289 | 302 | 279 | 329 | 310 | 325 | 328 | 372 | 370 | |
| 227 | 233 | 223 | 237 | 247 | 250 | 234 | 269 | 259 | 272 | 267 | 305 | 326 | |
| Operating Profit | 45 | 46 | 36 | 47 | 42 | 52 | 45 | 60 | 51 | 54 | 60 | 67 | 43 |
| OPM % | 16.68% | 16.31% | 13.83% | 16.59% | 14.63% | 17.19% | 16.09% | 18.30% | 16.58% | 16.47% | 18.44% | 18.01% | 11.72% |
| -1 | 5 | 192 | 12 | 5 | 10 | 2 | -45 | 9 | 14 | -3 | 7 | 3 | |
| Interest | 6 | 6 | 6 | 4 | 3 | 3 | 3 | 2 | 3 | 2 | 2 | 2 | 2 |
| Depreciation | 11 | 11 | 11 | 11 | 11 | 12 | 12 | 12 | 13 | 13 | 14 | 16 | 18 |
| Profit before Tax | 28 | 34 | 211 | 44 | 33 | 48 | 32 | 1 | 45 | 52 | 41 | 56 | 51 |
| Tax % | 31.34% | 26.76% | 21.12% | 27.76% | 22.57% | 24.54% | 30.68% | 283.56% | 27.09% | 20.94% | 28.54% | 24.56% | 26.57% |
| Net Profit | 0 | 0 | 0 | 0 | 26 | 36 | 22 | -1 | 33 | 41 | 29 | 42 | 38 |
| 1.91 | 2.48 | 17.09 | 3.22 | 2.57 | 3.64 | 2.20 | -0.21 | 3.31 | 4.19 | 2.95 | 4.27 | 3.60 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 726 | 855 | 965 | 776 | 762 | 943 | 1,057 | 1,094 | 1,199 | 1,335 | 1,395 | |
| 608 | 686 | 779 | 689 | 658 | 796 | 881 | 918 | 999 | 1,103 | 1,170 | |
| Operating Profit | 117 | 169 | 186 | 86 | 105 | 147 | 176 | 176 | 199 | 232 | 224 |
| OPM % | 16.15% | 19.79% | 19.28% | 11.15% | 13.72% | 15.57% | 16.62% | 16.11% | 16.62% | 17.41% | 16.09% |
| 8 | 12 | 22 | 16 | 15 | 10 | 12 | 205 | -27 | 27 | 21 | |
| Interest | 18 | 15 | 16 | 22 | 23 | 18 | 20 | 22 | 11 | 9 | 8 |
| Depreciation | 32 | 31 | 35 | 33 | 31 | 37 | 41 | 43 | 48 | 57 | 62 |
| Profit before Tax | 75 | 135 | 157 | 47 | 66 | 102 | 128 | 316 | 113 | 194 | 201 |
| Tax % | 29.56% | 31.34% | 30.04% | 29.13% | 16.15% | 25.54% | 24.66% | 23.54% | 27.36% | 25.01% | 24.94% |
| Net Profit | 53 | 93 | 110 | 33 | 56 | 76 | 96 | 242 | 82 | 146 | 151 |
| EPS | 5.33 | 9.36 | 11.17 | 3.31 | 5.58 | 7.56 | 9.70 | 24.71 | 8.20 | 14.73 | — |
| Dividend Payout % | 26.27% | 27.77% | 23.28% | 24.16% | 8.96% | 26.45% | 52.58% | 16.59% | 82.95% | 53.97% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 7%
- 5 Years:
- 12%
- 3 Years:
- 8%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 13%
- 5 Years:
- 21%
- 3 Years:
- 15%
STOCK PRICE CAGR
- 10 Years:
- 15%
- 5 Years:
- 30%
- 3 Years:
- 25%
- 1 Year:
- 82%
RETURN ON EQUITY
- 10 Years:
- 18%
- 5 Years:
- 17%
- 3 Years:
- 19%
- Last Year:
- 15%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 19 |
| Minority Interest | 5 | 8 | 9 | 10 | 11 | 13 | 15 | 16 | 18 | 20 |
| 285 | 359 | 451 | 438 | 498 | 569 | 648 | 841 | 899 | 943 | |
| 270 | 180 | 278 | 337 | 251 | 301 | 327 | 162 | 186 | 153 | |
| Trade Payables | 99 | 111 | 119 | 84 | 112 | 107 | 129 | 96 | 104 | 126 |
| 233 | 331 | 336 | 371 | 346 | 366 | 338 | 440 | 441 | 506 | |
| Total Liabilities | 912 | 1,008 | 1,213 | 1,257 | 1,239 | 1,376 | 1,477 | 1,574 | 1,667 | 1,768 |
| 247 | 260 | 322 | 364 | 359 | 358 | 351 | 337 | 377 | 421 | |
| Capital Work in Progress | 9 | 15 | 15 | 16 | 8 | 7 | 28 | 43 | 39 | 43 |
| 6 | 14 | 13 | 12 | 12 | 34 | 36 | 44 | 58 | 74 | |
| 172 | 158 | 268 | 227 | 203 | 289 | 369 | 418 | 437 | 434 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 172 | 216 | 244 | |
| Cash & Bank | 22 | 29 | 31 | 78 | 76 | 68 | 83 | 101 | 56 | 33 |
| 455 | 533 | 564 | 560 | 580 | 620 | 609 | 459 | 484 | 519 | |
| Total Assets | 912 | 1,008 | 1,213 | 1,257 | 1,239 | 1,376 | 1,477 | 1,574 | 1,667 | 1,768 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 111 | 169 | 123 | 115 | 171 | 42 | 98 | 115 | 84 | 241 | |
| Cash from Investing | -25 | -46 | -89 | -65 | -32 | -50 | -44 | 102 | -60 | -120 |
| Cash from Financing | -69 | -96 | 36 | 9 | -129 | 22 | -13 | -222 | -29 | -140 |
| -10 | -9 | 17 | 46 | -3 | -13 | 3 | -4 | -5 | -18 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| 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
2026-08-13 - NRB Bearing Limited has informed the Exchange about Revised Earnings Call Transcript.
2026-08-13 - NRB Bearing Limited has informed the Exchange about Transcript
2026-08-10 - NRB Bearing Limited has informed the Exchange about Link of Recording
2026-08-10 - NRB Bearing Limited has informed the Exchange about Copy of Newspaper Publication regarding Unaudited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026.
2026-08-10 - NRB Bearing Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.
2026-08-07 - NRB Bearing Limited has informed the Exchange regarding a press release dated August 07, 2026, titled "Press Release".
2026-08-07 - NRB Bearing Limited has informed the Exchange about Giving guarantees/indemnity/ becoming a surety for third party
2026-08-05 - NRB Bearing Limited has informed the Exchange about the Group Investor Meeting on August 10, 2026 at 03:45 pm
2026-08-05 - NRB Bearing Limited has informed the Exchange about Q1FY27 Earnings Call on Monday, August 10, 2026 at 14:45 hrs IST
News
Recent coverage and analyst commentary for NRBBEARING
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NRB Bearings Ltd.
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