• The document is a regulatory filing under SEBI Regulation 30 to submit a revised transcript of the Q1 FY27 Earnings Conference Call held on August 10, 2026, correcting a typographical error in the original transcript.
  • The earnings call was moderated by Mr. Diwakar Pingle from Ernst & Young and featured management representation from Ms. Harshbeena Zaveri, Vice Chairman and Managing Director of NRB Bearings Limited.
  • The company discussed its unaudited Standalone and Consolidated Financial Results for Q1 FY 2026-27, which showed consolidated revenue growth of 19.2% YoY to INR370 crores and PAT growth of 15% YoY to INR38 crores. Standalone performance showed sales growth of 14.7% YoY and PAT growth of 31.7% YoY.
  • Management detailed a strategic pivot into six growth vectors: aerospace, automotive adjacencies, beyond EV electrification, mobility beyond current segments, mission-critical friction solutions, and industrial applications. The company announced it secured a production order to supply high-precision planet pins for a General Motors Corvette program through its US facility in Columbia, South Carolina.
  • During Q&A, management provided additional insights:
  • Current industrial business represents 14% of total revenue, growing from 11% previously
  • Defense/aerospace order book is approximately INR50 crores total (INR30 crores from MTR acquisition + INR20 crores from regular defense)
  • Capex program totals INR270 crores, with INR60 crores already invested and INR100 crores either ordered or in process
  • Lifetime nominated business has increased from INR800 crores to approximately INR1,100 crores
  • The Unitec JV plant will be commissioned by April 2027 in Aurangabad (not Hyderabad as initially planned) with investment of INR110 crores and capacity for INR130 crores turnover
  • The company maintained its characteristic financial conservatism but indicated that based on trailing 12-month revenue growth of 14.38%, they would reach INR2,730 crores by 2031, suggesting previous guidance of INR2,500 crores might be conservative.

Additional Notes Section

  • The document represents a corrected transcript filing following identification of a typographical error in the original submission.
  • The transcript contains detailed management commentary on financial results, strategic direction, and growth opportunities across multiple verticals.