MENONBE / guidance tracker

Keep management guidance in view.

Menon Bearings · forward-looking guidance across the available source record.

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Guidance tracker

What management said would happen.

FY26 Revenue Target: Rs 295 crore

Full-year consolidated revenue guidance of Rs 295 crore based on current order book execution and new customer ramp-up across segments.

revenue

FY27 Revenue Target: Rs 350 crore

Revenue expected to grow to Rs 350 crore in FY27, supported by John Deere Europe/USA/South America wallet share expansion and new OEM customer additions.

revenue

EBITDA Margin Guidance: 21-22% for FY27

Margins expected to sustain at 21% in FY27 and 22% in FY28, driven by process improvements (Rs 8-9 crore annual savings), solar cost reduction (Rs 2.25 crore), and operating leverage from higher volumes.

margins

Capex Plan: Rs 20 crore over 2 years

Remaining capex of Rs 20 crore over next two years: Rs 7 crore for bearings, Rs 7 crore for Alucast, Rs 6 crore for brakes, focused on technology upgrades and automation rather than capacity expansion.

capex