NRBBEARING

What NRB Bearing promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 12 tracked 1 delivered 2 missed 9 open
  • M&A Execution delivered said Q2 FY26 Promised: Acquire an aerospace supplier to speed up certification process Q1 FY27: Integration confirmed as successful, with the founder of Mahant Tool (Mr. Mallappa) now leading NRB's aerospace defense segment. A long-term revenue target of INR 300 crores by 2031 has been set for this vertical.
  • Inventory Days went quiet said Q2 FY26 Promised: Reduce step-by-step from ~350 days Q1 FY27: No update provided on inventory days this quarter.
  • Revenue revised up said Q2 FY26 Promised: INR 2,500 crores by 2031 Q1 FY27: Management signaled a potential upward revision, calculating that the past 12-month revenue growth of 14.38% would lead to INR 2,730 crores by 2031, surpassing the original target.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 12 tracked commitments for NRB Bearing — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens