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Earnings Call

SKF India (Industrial) Earnings Call: Key Takeaways

SKF India (Industrial) Limited reported Q4 FY26 sales of ₹9.5 billion with 9.8% Q-on-Q growth. Focus is on localization and the ACES strategy to drive long-term margins.

Why this was an Alfa AlertNot a filter event. Performance was solid but did not exceed prior specific guidance by >5%.
Highlights
Revenue growth9.8% Q-on-Q growth reaching ₹9.5 billion.
MarginsAdjusted margin 11.5%; target to normalize at 13% then 15%.
Order bookSignificant orders from ZF, Suzlon, Tata Steel, and SAIL.
Demand visibilityRobust demand in wind, railway, and metals sectors.
Management confidenceHigh; focusing on ACES strategy and localization for growth.

Growth

Sales grew 9.8% Q-on-Q; wind segment surged 91% Q-on-Q. Adjusted PBT margin stood at 11.5%.

Outlook

Targeting 15% EBITDA margin near-term and 16-18% by 2030. ₹800cr capex planned for new Pune plant.

Risks

Near-term margins pressured by OEM mix, demerger costs, and FX impact on imports.

Source

Earnings Call filed with NSE, NSE: SKFINDUS. Summary written with AI assistance from the document.

Read the document ↗

SKF India (Industrial) Ltd: key numbers

Share price
₹2,745.10
Market cap
₹13,571 Cr
Revenue (annual)
₹3,440 Cr
Net profit (annual)
₹217.7 Cr
P/E (TTM)
73.9×Sector 53.9×
Promoter holding
52.58%+0.00% QoQ
FII holding
5.08%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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