Menon Bearings Ltd.

Financial

	Menon Bearings	SKF India	Timken India
Operational Metrics
Aluminum
Quarterly Sales Volume - Aluminum	170.25 Tonnes	n/a	n/a
Capacity Utilization - Aluminum	70.0 %	n/a	n/a
Manufacturing Capacity - Aluminum	1440.0 MTPA	n/a	n/a
Realization/Tonne - Aluminum	843948.08 Rs/MT	n/a	n/a
Bearing
Capacity Utilization - Bearing	68.0 %	n/a	n/a
Manufacturing Capacity - Bearings	486.0 Lakhs/Year	n/a	n/a
Quarterly Sales Volume - Bearings	79.0 Lacs	n/a	n/a
Unclassified
R&D as a % of Total Sales	0.36 %	n/a	n/a
Financials
5 yr Average ROE	20.44 %	20.8 %	15.26 %
5yr average Equity Multiplier	1.5	2.37	1.54
5yr Average Asset Turnover Ratio	1.09	0.78	0.79
5yr Avg Net Profit Margin	12.56 %	11.37 %	12.61 %
Price to Book	5.44	9.57	11.37
P/E	26.17	45.74	70.69
5yr Avg Cash Conversion Cycle	41.13 Days	36.21 Days	71.82 Days
Inventory Days	57.31 Days	59.58 Days	73.18 Days
Days Receivable	51.85 Days	57.84 Days	72.47 Days
Days Payable	86.93 Days	100.83 Days	96.67 Days
5yr Average Interest Coverage Ratio	6.26	309.89	148.83
5yr Avg ROCE	26.6 %	14.36 %	18.92 %
5yr Avg Operating Profit Margin	23.1 %	17.27 %	21.42 %
5 yr average Debt to Equity	0.27	0.0	0.02
5yr CAGR Net Profit	17.7 %	12.01 %	21.33 %
5yr Average Return on Assets	13.91 %	8.84 %	10.03 %
Shareholdings
Promoter Holding	70.18 %	52.58 %	57.7 %
Share Pledged by Promoters	5.85 %	0.0	0.0
Change in Promoter Holding (3 Yrs)	-1.07 %	0.0	-10.1 %
Change in Mutual Fund Holding (3 Yrs)	0.0	0.36 %	10.85 %

Business

	Menon Bearings	SKF India	Timken India
Product Wise Break-Up	Product Wise Break-Up Auto & Aluminium Die Casting Components 100.0 Bearings 0 Bearing Accessories 0 Components 0 Bearing 0	Product Wise Break-Up Components 0 Auto & Aluminium Die Casting Components 0 Bearing Accessories 0 Bearing 0 Bearing 100.0	Product Wise Break-Up Components 0 Auto & Aluminium Die Casting Components 0 Bearing Accessories 0 Bearing 100.0 Bearings 0
Location Wise Break-Up	Location Wise Break-Up India 70.1 Rest of the World 29.9 USA 0	Location Wise Break-Up India 91.34 Rest of the World 8.66 USA 0	Location Wise Break-Up India 72.96 Rest of the World 0 USA 17.56 Others 9.48
OEM vs Aftermarket	OEM vs Aftermarket OEM 55.1 Distribution/End User 0 Others 44.9	-	OEM vs Aftermarket OEM 56.0 Distribution 44.0