India · Delayed Price · Currency is INR NRB Bearings Earnings Call Transcripts
Fiscal Year 2026
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Q1 FY27 delivered 19.2% revenue growth and 15% PAT growth YoY, driven by diversification, margin improvement, and strong industrial and aerospace momentum. Guidance for FY31 revenue is INR 2,700–3,000 crores, with margins expected at 18–20% annually.
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Q4 and FY 2026 saw double-digit revenue and profit growth, margin expansion, and strong operational execution. International business and replacement market grew 4%, with FY 2027 export growth expected at 10%-14%. CapEx of INR 120 crores planned, and industrial diversification progressing.
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Q3 FY26 saw 18% revenue growth and 26% EBITDA growth year-over-year, with margins above 19%. Strategic moves included a JV with Unitec S.r.L. for industrial bearings and the Mahant Tool Room acquisition for aerospace entry. CapEx of INR 270 crores is planned over 2-3 years, with a focus on diversification and maintaining strong financial discipline.
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Maintained strong market leadership and diversified growth, with Q2 FY26 revenue at INR 291 crore and 21% H1 earnings growth. CapEx of INR 500 crore planned over five years, targeting INR 2,500 crore revenue by FY31, with expansion into aerospace and industrial segments.