Q4 2026 NRB Bearings Ltd Earnings Call Transcript

May 11, 2026 / 09:30 AM GMT

Release Date Price: ₹326.15 (+2.55%)

Transcript

Key Points

Positve

NRB Bearings Ltd (BOM:530367) reported a 13% year-on-year growth in revenues for Q4, reaching INR 372 crores.
EBITDA increased by 17% year-on-year to INR 74 crores, with a healthy EBITDA margin of 19.5%.
Profit after tax for the quarter stood at INR 42 crores, reflecting strong financial performance.
The company has successfully implemented structural initiatives such as increased use of solar energy and higher automation, leading to improved margins.
NRB Bearings Ltd (BOM:530367) is expanding into high-end industrial friction solutions, adding new customers like Siemens and entering aerospace with platforms like Hindustan Aeronautics.

Negative

Export demand was impacted, with international business growing only 4% over the previous year.
The company faced challenges due to geopolitical tensions and logistical disruptions, particularly affecting the Middle East.
There was a reduction in the original business plan for the quarter due to unexpected challenges.
The company’s inventory strategy, while strategic, indicates a need for further optimization despite a 20 crore reduction.
Gross margins were affected by foreign exchange fluctuations, causing a dip below the usual 60% in the last quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NBEA.NS - NRB Bearings Ltd
Q4 2026 NRB Bearings Ltd Earnings Call
May 11, 2026 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the NRP Bearings Limited Q4 FY26 Earnings Conference Call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing start and 0 on your touchstone phone.

I now hand the conference over to Mr. Divakar Pengale from Ernst and Young.

Thank you and over to you, sir.

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Unidentified_2 [2]
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