Nrb Bearings Ltd. · NSE:NRBBEARING
Nrb Bearings — Q2 FY26 Earnings Presentation
29 slides from Nrb Bearings's earnings presentation, Nov 12, 2025
Slide 1: Exchange intimation letter on investor presentation
November 12, 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Dalal Street, Exchange Plaza, C-1, Block - G, Bandra Kurla Mumbai - 400 001 Complex, Bandra (East), Mumbai - 400 051 Scrip Code:530367 Symbol: NRBBEARING Sub: Investor Presentation on Financial Results
Slide 2: NRB Bearings Investors update Q2 / H1 FY26
NRB BEARINGS Investors update Q2 / H1 FY26 | November 2025 www.nrbbearings.com
Slide 3: Table of Contents
Table of Contents 1 Who We Are 5 Performance Highlights 2 What We Do 6 Future Growth Horizons 3 How We Win 7 Investment Rationale 4 Strengthening the Core 8 Annexure 2
Slide 4: Who We Are
NRB BEARINGS tie oricinat We Make Things Move 2 < J) S O le S
Slide 5: NRB Bearings - Engineering Motion. Powering Growth
NRB Bearings - Engineering Motion. Powering Growth India’s largest independent bearing manufacturer - powering motion across automotive, industrial, and next-generation mobility platforms 60+ Years 7 Manufacturing Facilities 43 Engineering Legacy Across India & Thailand Countries served #1 in India
Slide 6: About NRB Bearings
About NRB Bearings NRB Bearings Limited is India’s foremost manufacturer of a wide range of friction solutions, and a leader in cylindrical, needle roller bearings; a pioneer in friction solutions for the automotive giants, in India and globally. NRB’s R&D Centre played a key role in it’s success an
Slide 7: Domestic Presence & Customers
Domestic Presence & Customers 90%+ 65%+ NRB 75%+ CRB of Indian vehicles use NRB products (in volume) (in volume) 6
Slide 8: Global Presence & Customers
Global Presence & Customers Global supplier from design to delivery. 43 Countries served 7
Slide 9: What We Do
BEARINGS rie onicinat We Make Things Move What We Do
Slide 10: Our Product Portfolio
Our Product Portfolio Needles and Crank pin, Drawn Cup Needle Thrust Bearing Split Cage Brass Roller Cage Special Rollers Planetary Shaft and Bearing other Special Pins Washer and Spacer Cylindrical Roller Unitized Thrust Needle and Roller Rocker-arm Crank Pin Bearing Bearings Bearing Cage Bearing P
Slide 11: How We Win
How We Win
Slide 12: Our Four Strategic Pillars Driving Sustained Growth
Our Four Strategic Pillars Driving Sustained Growth Anchored in innovation, powered by efficiency, and guided by sustainable execution Technology & Innovation Global Expansion Operational Excellence Financial Discipline & ESG Investing in R&D for Enhancing OEM Enhancing growth through Profitable gro
Slide 13: R&D and Technology Edge
R&D and Technology Edge Driving innovation through advanced R&D, materials research,, analysis , testing centre & future technological expansion Received Government Recognition for our 2000 first path-breaking commissioning R&D Centre in Thane Setup second R&D Centre at Waluj for Light 2016 weightin
Slide 14: Innovating for Next-Generation Mobility
Innovating for Next-Generation Mobility Continuous innovation in design, materials, and application enables NRB to deliver performance and efficiency across next- generation mobility platforms Lightweight CRB with special HT Shafts Universal joint bearings for balancer shaft applications for planeta
Slide 15: Strengthening the Core
Strengthening the Core
Slide 16: From Challenges to Clarity
From Challenges to Clarity Operational, structural, and financial issues now fully resolved - NRB enters a phase of stability and focused growth CHALLENGES S TA T U S T O D AY I M PA C T Waluj Fire Temporary shutdown; INR 100+ Cr estimated All lines fully restored (Feb 2025); production (2023) sales
Slide 17: Performance Highlights
Performance Highlights
Slide 18: Management Commentary
Management Commentary on HY1/Q2 results, 10-Nov-2025 Commenting on the performance, Ms. Harshbeena Zaveri, Managing Director said, “We are pleased to report our Q2FY26 and H1FY26 results, reflecting strong financial performance for three quarters in a row This has been a great H1 with PAT rising by
Slide 19: Consolidated Financial Highlights
Consolidated Financial Highlights REVENUE EBITDA PAT Q U A R T E R LY 41 8% 68 9% 36 15% YoY YoY 33 325 YoY 302 310 62 61 5% 12% QOQ 26% QOQ QOQ Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 H A L F Y E A R LY 635 74 129 62 8% 17% 21% YoY YoY YoY 591 110 H1FY25 H1FY26 H1FY25 H1FY26
Slide 20: Consolidated Financial Highlights
Consolidated Financial Highlights ₹ In crores H1FY26 H1FY25 YoY% Q2FY26 Q1FY26 QoQ% Q2FY25 YoY% Revenue From Operations 635.3 590.8 7.5% 325.2 310.0 4.9% 301.5 7.9% Other Income 23.7 15.5 52.9% 14.3 9.4 52.0% 10.4 37.8% Total Income 659.0 606.3 8.7% 339.5 319.5 6.3% 311.9 8.9% EBITDA 128.7 109.6 17.
Slide 21: Future Strategy
lake Things Move Future Strategy
Slide 22: Expanding into New-Generation Industries
Expanding into New-Generation Industries NRB is evolving beyond bearings - driving growth through robotics, advanced manufacturing, and next-generation mobility Robotics & Next-Gen Mobility Automation Technologies Manufacturing efficiency Entering next-generation Industrial, Aerospace driven by leve
Slide 23: Growth Journey and Future Aspirations
Growth Journey and Future Aspirations Steady growth momentum with a clear roadmap to ₹2,500 crore by FY31 2,500 REVENUE (₹ CRORE) 1,199 1,057 1,094 943 776 762 FY20 FY21 FY22 FY23 FY24 FY25 FY31E Driving revenue towards ₹2,500 crore through diversification into industrial and aerospace segments, cap
Slide 24: Investment Rationale
lake Things Move Investment Rationale aN
Slide 25: Why NRB Bearings?
Why NRB Bearings? Technology Global Integrated & Agile Financial Strength & Future-Ready Leadership Customer Trust Manufacturing Discipline Diversification Proven R&D strength Supplying 43 countries; Advanced automation Consistent performance, Expanding into robotics, and innovation in EV, 25% of Bu
Slide 26: Annexure
Annexure
Slide 27: Consolidated Income Statement
Consolidated Income Statement Particulars (₹ Cr) Q2FY26 Q1FY26 Q2FY25 H1FY26 H1FY25 Revenue From Operations 325.20 310.05 301.51 635.25 590.80 Other Income 14.31 9.41 10.38 23.72 15.45 Total Income 339.51 319.46 311.89 658.97 606.25 Total Expenditure 287.13 274.46 264.26 561.59 525.53 EBITDA 67.87 6
Slide 28: Consolidated Balance sheet
Consolidated Balance sheet As at As at As at As at Particulars Particulars 30th September 2025 31st March 2025 30th September 2025 31st March 2025 Equity & Liabilities ASSETS Shareholder's Funds Non-Current Assets Share Capital 19.38 19.38 Property, Plant & Equipment 393.98 373.75 Other Equity 934.8
Slide 29: Thank you
Thank you www.nrbbearings.com For further information please contact: NRB Bearings Limited Ernst & Young LLP Ernst & Young LLP Diwakar Pingle Siddesh Chawan Email: investorcare@nrb.co.in Email: diwakar.pingle@in.ey.com Email: siddesh.chawan@in.ey.com 28