NRB‍‌‍‍‌‍‌‍‍‌ Bearings Shares Price Surge Over 5% on Strong Q2FY26 Results; PAT Jumps 30% YoY

Mumbai, November 11, 2025 – Shares of NRB Bearings Ltd (NSE: NRBBEARING) gained over 5% in the Tuesday morning session after the company reported its quarterly results for Q2FY26. The bearing manufacturing company reported a strong increase in profit of 30% year-on-year and maintained an EBITDA margin above 20%, indicating good performance in operations despite the challenges in the macroeconomic situation.

Q2FY26 Financial Performance

Revenue from operations at NRB Bearings increased 7.9% to ₹325.2 crore in the quarter ended September 30, 2025, over the corresponding period of the previous fiscal year. It stood at ₹301.5 crore in Q2FY25. Besides, other income surged 37.8% to ₹14.3 crore, and hence, total income reached ₹339.5 crore, up 8.9% over the corresponding period of the previous fiscal year.

EBITDA for the quarter was at ₹67.9 crore, up 9.1% YoY. Besides, the margin increased from 20.6% last year to 20.9% this year. Profit after tax was at ₹41.4 crore, up 15.2% YoY, and strong 26.2% sequentially over Q1FY26. PAT margin expanded to 12.7% from 11.9% in the previous year, reflecting better cost optimization and operational efficiency.

It had reported an 8.9% rise in total income to ₹595.2 crore while EBITDA increased by 25.4% to ₹105.6 crore during H1FY26. Half-year net profit was higher by 37.9% at ₹ 62.9 crore – benefitting from the improved demand for products in both automotive and industrial sectors.

Standalone Highlights

The standalone net profit increased to ₹307.4 crore in Q2FY26 from ₹282.3 crore in Q2FY25 – an increase of 8.9% over Q2FY25. EBITDA rose to ₹56.9 crore as against ₹49.5 crore – thus yielding a margin of 19.6%. The PAT increased by 30.2% to ₹36.5 crore.

Management Commentary

Commenting on the company’s performance, Managing Director Harshbeena Zaveri said “Revenue from operations grew 8.2% YoY, while EBITDA margin touched 20.9%. Our accelerator will be high market share, deeper penetration, and leveraging R&D capabilities for mobility and industrial friction solutions,” she stated.

Strategic Developments and Growth Outlook

As part of its effort to diversify the customer base across different industries, the company is very much focused on its plan. The company is advancing one step further to its renewable energy goals by acquiring an 8.5% stake in Ampere Private Ltd. The objective of this is to use up to 15 MWp of solar energy. Besides that, NRB Bearings has announced publicly about its expansion plan, which will feature a capacity investment of ₹200 crore and a revenue target of more than ₹2,500 crore by FY31.

The company seeks to build JVs and import entities worldwide for the integration of its supply chain and automation ‍‌‍‍‌‍‌‍‍‌department.

Stock Market Performance

NRB‍‌‍‍‌‍‌‍‍‌ Bearings is trading 5.31% up at ₹283.75 against the previous close at 12:54 pm IST. Shares of the company have a 52-week high of ₹314.60 and a 52-week low of ₹191.45. Currently, the VWAP is ₹283.57 and the market capitalisation stands at ₹2,723.53 crore. The free float market cap is about ₹1,331.88 crore. At the moment, it trades at a P/E ratio of 102.38x.

Incorporated in 1965 and headquartered at Mumbai, NRB Bearings Ltd. counts amongst the leading Indian producers of needle and cylindrical roller bearings for industrial and automotive applications. Its modern production facilities are at Thane, Aurangabad, and Jalna, besides Pantnagar and Thailand, catering to leading worldwide OEMs and Tier-1 ‍‌‍‍‌‍‌‍‍‌suppliers. ‍‌‍‍‌‍‌‍‍‌ ‍‌‍‌‍‍‌‍‌‍‍‌

REF: https://nsearchives.nseindia.com/corporate/NRBBEARING1_11112025094845_revisedpressreleasenov11.pdf

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