BELRISE Q4 Results 2026 Preview: Date, Time, Expectations & Key Things To Watch

Belrise Industries enters its full-year earnings print as it navigates a major consolidation phase and expands its footprint in the two-wheeler and defense-aerospace sectors. Investors will be looking for updates on the integration of its recent UK acquisition, Chester Hall, and the progress of its multi-entity merger aimed at capturing a larger share of the plastic components market.

BELRISE Q4 Results Date and Time

The board meeting is scheduled for May 24, 2026, to consider audited FY26 results, fundraising options, and a final dividend recommendation for FY2025-26.

An earnings conference call is scheduled for May 25, 2026, with MD Shrikant Badve, President Strategy Sumegh Badve, and CFO Rahul Ganu to discuss the FY26 results.

What to expect from BELRISE's Q4 FY26 results

In its most recently reported quarter, Belrise posted revenue of Rs. 2,340.52 Cr, PAT of Rs. 126.77 Cr, and an EBITDA margin of 12.26%. The company continues to shift its manufacturing mix, with powertrain-agnostic revenue reaching 73.9% in Q3 FY26 compared to 73.2% in FY25. Management is actively pursuing a transition toward a Tier-0.5 system supplier model, supported by new order wins such as the chassis and BIW platform for 2W EVs with a peak revenue potential of Rs. 1,500 million. The upcoming call will likely address the integration of the newly acquired Chester Hall Precision Engineering and the regulatory timeline for the merger of Badve Autocomps and Eximius Infra Tech, which is expected to increase the company's 2W plastic components market share from 10% to 25%.

Key Things To Watch

Performance vs Guidance Tracking

• ROCE — high-teens (15%+) target in 18-24 months — currently 15.1% in 9M FY26
• 4W/CV revenue growth — double from FY25 levels over two years — 52% YoY growth in H1 FY26
• Capex — Rs. 8,000 million over FY26 and FY27 — Rs. 2,689 million deployed in H1 FY26

Strategic Merger and Acquisition Updates

• Merger of Badve Autocomps and Eximius Infra Tech — 10-12 month timeline for regulatory approvals
• Chester Hall integration — acquisition completed March 18, 2026, at 6x EBITDA
• Trading business — management evaluating potential hive-off

Operational and New Project Ramp-up

• Haridwar plant — SOP in Q4 FY26 for one of India's two largest 2W OEMs
• Plasan Sasa collaboration — development of ATEMM systems for Indian military
• Capacity utilization — currently at 64-65% across 21 manufacturing plants