Investor Presentation

30th October, 2026 To, To, The Manager (CRD) The Manager – Listing Department BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Fort Bandra (East), Mumbai – 400001 Mumbai – 400051 Scrip Code: 523828 Symbol: MENONBE Dear Sir / Ma’am, Sub: Investor Presentation. Pursuant to the provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 please find attached herewith Investor Presentation titled “Menon Bearings Ltd. Investor Presentation – October 2026 “giving highlight of Financial & Operational Performance Q2 & H1FY27. The presentation is also being uploaded on the website of the Company i.e. www.menonbearings.in. Kindly take the same on your record. Thanking you, Yours faithfully, for Menon Bearings Limited Siddheshwar Kadane Company Secretary & Compliance Officer Membership No.:A72775 INDIA’S LEADING ENGINE BEARINGS COMPANY MENON BEARINGS LIMITED INVESTOR PRESENTATION Q2 & H1FY27 Innovation Precision Quality Growth DEPLOYING CRITICAL TECHNOLOGY FOR HIGH END PRODUCTS MASTERS IN NON FERROUS ALLOYS LIKE ALUMINIUM SILICON COPPER, MAGNESIUM & PROCESSES LIKE SINTERING & COLD CLADDING Advanced Advanced Engineered Materials Processes For Excellence Non Ferrous Alloys Sintering & Precision. Performance. Expertise Cold Cladding Reliability. INVESTOR PRESENTATION 2 SAFE HARBOUR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Menon Bearings Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containingdetailedinformation abouttheCompany. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty,expressorimplied,whatsoever,and norelianceshallbeplacedon,thetruth,accuracy,completeness,fairnessandreasonablenessofthecontentsofthisPresentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, thisPresentationisexpresslyexcluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income orcash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in orimplied bythis Presentation.The Company assumes no obligation to update anyforward-looking information contained in this Presentation.Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statementsandprojections. INVESTOR PRESENTATION 3 TABLE OF CONTENTS Key Highlights Way Forward About Us Annual Financials Annexure INVESTOR PRESENTATION 4 HIGHLIGHTS – Q2 & H1FY27 INVESTOR PRESENTATION 5 KEY FINANCIAL HIGHLIGHTS – Q2 FY27 Consolidated 100.9 Revenue from Operation 58.6% YoY Rs Crore 22.2 EBITDA 103.8% YoY Rs Crore 14.7 Net Profit 117.1% YoY Rs Crore 2.63 EPS 117.4% YoY INVESTOR PRESENTATION 6 Key Financial Highlights – Q2 & H1FY27 Consolidated Revenue (Rs. In Crs) EBITDA (Rs. in Crs) PAT (Rs. in Crs) 44.58 194.93 28.85 132.21 25.19 100.88 94.04 22.20 22.38 14.73 14.11 15.22 63.62 10.89 6.79 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 EPS (Rs) EBITDA Margin (%) PAT Margin (%) 5.15 23.80 14.60 15.00 14.80 22.87 22.00 19.05 11.51 17.12 10.67 2.63 2.52 2.72 1.21 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 INVESTOR PRESENTATION 7 Product Wise Highlights – Q2 & H1FY27 Consolidated Braking Systems (Rs. In Crs) Bimetal (Rs. In Crs) Alkop (Rs. In Crs) 137.88 45.92 6.32 34.83 91.34 3.55 70.82 24.11 3.41 67.06 21.82 2.91 17.19 43.58 1.74 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Note: Division numbers are gross numbers and not adjusted for inter-segment sales INVESTOR PRESENTATION 8 Revenue Breakup – Q2 & H1FY27 Consolidated Product Wise Channel Wise 3.47% 3.17% 2.78% 3.32% 2.74% 6.23% 10.81% 6.01% 8.44% 7.17% 7.59% 7.85% 7.23% 7.88% 8.31% 24.52% 23.77% 27.51% 24.15% 26.85% 33.92% 33.59% 32.22% 33.62% 33.16% 72.02% 73.06% 69.71% 72.52% 70.41% 52.26% 47.72% 52.55% 50.06% 53.39% Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Bimetal Alkop Braking System OEM Exports Replacement Others INVESTOR PRESENTATION 9 Segment Revenue Breakup – Q2 & H1FY27 Consolidated Bimetal Alkop Braking System 7% 16% 31% 30% 33% 30% 31% 36% 35% 24% 33% 45% 46% 46% 45% 69% 70% 67% 70% 69% 64% 65% 67% 55% 54% 54% 55% Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Domestic Export INVESTOR PRESENTATION 10 Income Statement –Q2 & H1FY27 Consolidated Particulars (Rs. in Crs) Q2FY27 Q1FY27 Q2FY26 YoY (%) H1FY27 H1FY26 YoY (%) Net Sales 98.33 91.79 62.51 57.3 190.12 129.72 46.6 Operating Income 2.55 2.25 1.11 129.7 4.81 2.49 93.3 Revenue From Operations 100.88 94.04 63.62 58.6 194.93 132.21 47.4 Operating Expenses 65.28 58.70 41.47 75.1 123.99 84.43 61.9 Employee Cost 13.40 12.96 11.26 19.0 26.36 22.59 16.7 EBITDA 22.20 22.38 10.89 103.8 44.58 25.19 77.0 EBITDA Margin (%) 22.00 23.80 17.12 488 bps 22.87 19.05 382 bps Other Income 1.14 0.26 1.27 -10.2 1.40 1.49 -6.0 Depreciation 2.84 2.76 2.34 21.4 5.60 4.63 20.9 EBIT 20.50 19.88 9.83 108.6 40.38 22.05 83.1 Finance Cost 1.26 1.37 1.19 5.9 2.62 2.34 11.8 Profit Before Tax 19.24 18.51 8.64 122.7 37.76 19.71 91.6 Tax 4.51 4.40 1.85 143.2 8.92 4.49 98.7 Profit After Tax 14.73 14.11 6.79 117.1 28.85 15.22 89.5 PAT Margin (%) 14.60 15.00 10.67 394 bps 14.80 11.51 329 bps EPS (Rs.) 2.63 2.52 1.21 117.4 5.15 2.72 74.3 INVESTOR PRESENTATION 11 Key Highlights – Q2 & H1FY27 Bi-Metal Products Alkop Brakes Strategic Implications ▪ Increasing exports and ▪ 38 parts developed and tested ▪ Growing export footprint and domestic orders for larger for major customer domestic aftermarket; The company's integrated diameter bearings, bushes, and ▪ Substantial orders anticipated ▪ Dynamometer installation operations, rapid innovation, and washers for domestic and export underway for railway approvals customer-centric approach position ▪ Samples received from markets and OEM orders. it for sustained growth prominent US company for ▪ Expected to generate Rs. 50-60 ▪ Expected significant turnover aftermarket Cr annually within 2 years. increase in FY26-27 post- Total projected annual revenue ▪ Targeting high-volume, high- ▪ In-house melting, die casting Dynamometer commissioning from new initiatives across divisions value parts for additional (pressure & gravity), machini [Showing first 8,000 characters — download PDF for full document]