NRBBEARING.NS(NRBBEARING.NS)

$534.80—Stale · unknown old

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NRBBEARING.NS(NRBBEARING.NS)

NSE • Last print unknown ago

$534.80—Stale · unknown old

WatchlistAsk SA Chart Studio

NRBBEARING.NS(NRBBEARING.NS)

NRBBEARING.NS

9/26/26

NRB Bearings (NRBBEARING.NS)

Saturday

7:11 PM

ThesisNRB Bearings: the story is balanced — Indian domestic automobile production volumes - passenger vehicles and two-wheelers drive 50%+ of OEM demand

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$13.4B	$13.4B	$15.3B
Rev. Growth	+11.4%	+0.2%	+14.0%
EPS	$14.73	$15.30	$18.40
EPS Growth	+79.9%	+3.9%	+20.3%
P/E (fwd)	36.3×	35.0×	29.1×

★ Analysts see FY2028 revenue reaching $15.3B — +14.0% growth in a single year.

What Moves the Stock

01Indian domestic automobile production volumes - passenger vehicles and two-wheelers drive 50%+ of OEM demand
02Steel and alloy input costs - HRC steel prices directly impact gross margins with 2-3 quarter lag for contract repricing
03Export order momentum - European and North American aftermarket demand provides margin uplift versus domestic OEM pricing
04Capacity utilization rates - operating leverage inflection above 80% utilization drives margin expansion
05New platform wins with major OEMs - multi-year supply agreements for new vehicle launches provide revenue visibility
06Automotive OEM bearings (estimated 55-65% of revenue) - supplying passenger vehicles, commercial vehicles, two-wheelers
07Industrial bearings (estimated 20-25%) - railways, heavy machinery, agricultural equipment
08Export markets (estimated 15-20%) - aftermarket and OEM customers in Europe, North America, Southeast Asia

FY2026 Snapshot

Revenue: $13.4B
Rev. Growth: +11.4%
Gross Margin: 41.0%
Op. Margin: 13.1%
Net Margin: 10.7%
Net Income: $1.4B
NI Growth: +79.7%
EPS: $14.73
1Y Return: +94.4%

My Notes

value/cyclical - Stock attracts investors seeking exposure to India's automotive growth story at 2.1x P/S and 2.9x P/B valuations below…
Rising interest rates negatively impact NRB through two channels: (1) Higher vehicle financing costs reduce automotive demand in India where…
Watch on earnings: Indian automobile production volumes (SIAM monthly data) - leading indicator for OEM bearing demand with 1-2 month lead time, Hot-rolled coil steel prices in India (domestic HRC spot) - primary raw material cost driver affecting gross margins with 2-3 quarter contract repricing lag, INR/USD exchange rate - export competitiveness and translation of foreign revenue; weaker rupee benefits export margins.

One Sentence Summary:

NRB Bearings: the story is balanced — indian domestic automobile production volumes - passenger vehicles and two-wheelers drive 50%+ of oem demand.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2026

FY2027E

FY2028E

P/E (fwd)

36.3×

35.0×

29.1×

What Moves the Stock

01Indian domestic automobile production volumes - passenger vehicles and two-wheelers drive 50%+ of OEM demand

02Steel and alloy input costs - HRC steel prices directly impact gross margins with 2-3 quarter lag for contract repricing

03Export order momentum - European and North American aftermarket demand provides margin uplift versus domestic OEM pricing

04Capacity utilization rates - operating leverage inflection above 80% utilization drives margin expansion

05New platform wins with major OEMs - multi-year supply agreements for new vehicle launches provide revenue visibility

06Automotive OEM bearings (estimated 55-65% of revenue) - supplying passenger vehicles, commercial vehicles, two-wheelers

07Industrial bearings (estimated 20-25%) - railways, heavy machinery, agricultural equipment

08Export markets (estimated 15-20%) - aftermarket and OEM customers in Europe, North America, Southeast Asia

My Notes

value/cyclical - Stock attracts investors seeking exposure to India's automotive growth story at 2.1x P/S and 2.9x P/B valuations below…

Rising interest rates negatively impact NRB through two channels: (1) Higher vehicle financing costs reduce automotive demand in India where…

Watch on earnings: Indian automobile production volumes (SIAM monthly data) - leading indicator for OEM bearing demand with 1-2 month lead time, Hot-rolled coil steel prices in India (domestic HRC spot) - primary raw material cost driver affecting gross margins with 2-3 quarter contract repricing lag, INR/USD exchange rate - export competitiveness and translation of foreign revenue; weaker rupee benefits export margins.

NRB Bearings (NRBBEARING.NS)

Revenue Outlook

What Moves the Stock

NRBBEARING.NS Chart

My Notes

One Sentence Summary:

Explore More

NRB Bearings (NRBBEARING.NS)

Revenue Outlook

What Moves the Stock

NRBBEARING.NS Chart

My Notes

One Sentence Summary: