Menon Bearings Limited has released its investor presentation for the third quarter (Q3) and the first nine months (9MFY26) of the fiscal year. The company reported its highest ever revenue from operations for any quarter, reaching ₹78.54 Crore, a significant 31.9% year-on-year (YoY) increase. EBITDA also hit a record high of ₹16.09 Crore, up 47.7% YoY, while Net Profit soared by 69.2% YoY to ₹9.25 Crore.

For the 9MFY26 period, revenue from operations stood at ₹211.20 Crore, a 17.76% increase compared to ₹178.28 Crore in the same period last year. EBITDA for 9MFY26 was ₹41.73 Crore, up 20.19% YoY, and Profit After Tax (PAT) was ₹24.47 Crore, a 33.53% increase from ₹18.33 Crore in 9MFY25.

The company highlighted strategic growth initiatives across its Bi-Metal, Alkop, and Braking Systems divisions. The Bi-Metal division is seeing increased exports and domestic orders for larger diameter bearings, with samples received from a prominent US company for the aftermarket. The Alkop division is targeting high-volume, high-value parts, with an expected annual business of ₹50-60 Crore within two years. The Braking Systems division is focusing on growing its export footprint and domestic aftermarket, with dynamometer installation underway for railway approvals and OEM orders.

Capacity expansion is in progress for all divisions. Bi-Metal capacity is set to increase from 486 lakh units in FY25 to 550 lakh units in FY26. The Alkop division plans to double its capacity from 1,440 MTPA to 2,880 MTPA with an additional investment of ₹10 crore over the next two years. The Braking Systems division will see its capacity rise from 18 lakh pieces in FY25 to 24 lakh pieces by FY27, with an additional ₹5 crore planned by Q4FY26.

Menon Bearings is also entering the EV segment by supplying components to Porsche through Eaton, targeting 8-10% of Alkop's revenue by FY27. The company is also exploring EV charging and new technology segments under Menon New Ventures. Exports are a key growth driver, currently at ~30% of revenue, projected to reach 40% by FY27, with significant increases expected in the USA market.