NRB Bearing Limited Earnings Summary — Q4 FY2026

• Delivered robust double-digit bottom-line growth with Q4 PAT reaching ₹3,469 lakhs, significantly rebounding from a loss in the same quarter last year.
• Approved strategic acquisition of land for ₹40 crores to facilitate future manufacturing expansion.
• Declared a 3rd interim dividend of ₹2.25 (112.5%), bringing total FY26 dividend payouts to a cumulative ₹7.95 per share.
• Finalizing the acquisition of Mahant Tool Room to enter the high-precision aerospace fuel engine segment.
• Formed a Joint Venture with Unitec S.r.L. (Mondial Group) to manufacture Cylindrical Roller Bearings for industrial applications.
• Successfully recovered operational insurance claims amounting to ₹621 lakhs related to the Waluj plant fire.
• The balance sheet reflects significant deleveraging, with current borrowings reduced from ₹7,081 lakhs to ₹3,257 lakhs YoY.
• Maintained a dominant 60% market share in the Indian needle roller bearing segment while shifting focus toward 'premiumization'.

Management is focusing on a strategic shift from commodity bearings to high-value aerospace components and fuel engine products. The company aims to leverage its AS9100D certification to deepen its footprint in global aerospace supply chains.

Improving

A strong recovery in profitability and aggressive expansion into non-auto segments like aerospace signal a successful pivot toward higher-margin engineering solutions.

The outlook remains strong as the company diversifies its revenue streams through the Mahant Tool Room acquisition and the industrial bearing joint venture, reducing cyclical automotive dependency.