India · Delayed Price · Currency is INR NRB Bearings Earnings Call Transcripts
Fiscal Year 2026
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Q1 FY27 delivered 19% YoY revenue growth and 15% PAT growth, driven by diversification and margin expansion. Industrial and aerospace segments are growing rapidly, with new U.S. contracts and a robust CapEx plan supporting future growth.
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Q4 and FY26 saw double-digit revenue and profit growth, margin expansion, and strong operational execution. International business and replacement market grew 4%, with exports expected to accelerate to 10%-14% growth in FY27. CapEx of INR 120 crore planned, with industrial and aerospace segments gaining momentum.
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Q3 FY26 saw 18% YoY revenue growth and 26% higher EBITDA, with margins above 19%. Strategic moves include a JV with Unitec S.r.l. for industrial bearings and the Mahant Tool Room acquisition for aerospace entry. CapEx of INR 270 crore is planned, with a focus on high-margin, diversified growth.
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Maintained strong market leadership and delivered 21% earnings growth in H1 FY26, with Q2 revenue at INR 291 crore. Diversification into industrial and aerospace segments, robust CapEx plans, and a risk-mitigated customer base support the INR 2,500 crore FY31 revenue target.