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Menon Bearings Limited (MENONBE) Fair Value & Analysis

Consumer Cyclical · IN · Market cap ₹9.0B

MB Menon Bearings Limited MENONBE · NSE
Price₹158.77
Fair Value₹119.78
Upside-24.6%
Quality65/100
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Evidence: High Range ₹88.32 – ₹151.24

Fair value as of: Jul 3, 2026

From 16 valuation models · updated today

Share price +11.9% over the past month.

Price vs Fair Value (12 months)

₹177.33 ₹102.65 Fair Value ₹119.78 Jul 2025 Jul 2026

12‑month range ₹102.65 – ₹177.33 · fair‑value band ₹88.32 – ₹151.24 · the ₹158.77 price screens above the ₹119.78 fair value. As of Jul 3, 2026.

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Analysis

Menon Bearings Limited (MENONBE) currently trades at ₹158.77, while our model-based Fair Value estimate is ₹119.78 — implying the stock looks roughly 24.6% overvalued today. We read business quality at 65/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Menon Bearings Limited generated revenue of ₹2.9B at a net margin of 13.0%. Revenue declined 27.4% year over year. It earns a return on equity of 22.3%. Net debt stands at ₹340M. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹2.9B
Revenue growth (YoY) -27.4%
Net margin 13.0%
Return on equity 22.3%
Free cash flow −₹78.9M FY2026
P/E ratio 23.6
More key figures
Operating margin 21.4%
EPS (TTM) ₹6.83
Dividend yield 1.2%
EPS growth (YoY) +29.2%
Net debt ₹340M FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

Menon Bearings Limited manufactures and sells auto components in India. The company offers bi-metallic engine bearings; engine bushing and PTFE bushings; thrust washers; and flange bearings. Its products are used in various applications, including automotive, agriculture, industrial, and heavy engineering. The company also exports its products to the United States, Japan, the United Kingdom, Italy, France, China, Mexico, Brazil, the Netherland, UAE, Belgium, etc. Menon Bearings Limited was incorporated in 1991 and is based in Kolhapur, India.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Menon Bearings Limited reported revenue of ₹2.9B in FY2026 versus ₹2.0B in FY2022, a compound +10.6%/yr. Reported net income was ₹383M in FY2026, compounding +11.7%/yr from FY2022.

Revenue +10.6%/yr
FY22 ₹2.0B
FY23 ₹2.2B
FY24 ₹2.1B
FY25 ₹2.4B
FY26 ₹2.9B
Net income +11.7%/yr
FY22 ₹245M
FY23 ₹326M
FY24 ₹244M
FY25 ₹249M
FY26 ₹383M

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Frequently asked questions

Is Menon Bearings Limited (MENONBE) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹119.78 versus a price of ₹158.77 — about −25% (overvalued). Model-based estimate, not financial advice.
What is the fair value of MENONBE?
Our model-based fair value for Menon Bearings Limited is ₹119.78 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹158.77.
What is the quality score of MENONBE?
Menon Bearings Limited has a Quality Score of 65/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Menon Bearings Limited (MENONBE)?
Menon Bearings Limited reported trailing-twelve-month revenue of about ₹2.9B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of MENONBE?
The net profit margin of Menon Bearings Limited is about 13.0%, meaning it keeps roughly 13.0% of revenue as net income. Based on the latest reported figures.
Does Menon Bearings Limited pay a dividend?
Menon Bearings Limited currently shows a dividend yield of about 1.24% relative to its recent price (as of Jul 3, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.