| Revenue growth | 18.3% YoY; 2.6% QoQ |
|---|---|
| Margins | 9.0% PBT margin; 56 bps QoQ reduction from forex. |
| Order book | Recent wins: INR 140 Cr Wind, INR 35 Cr Agri contracts. |
| Demand visibility | Strong momentum in Wind, Metals, and Heavy industries. |
Growth
Revenue grew 18.3% YoY and 2.6% QoQ; PBT fell 3.4% QoQ to INR 869 MN.
Outlook
Planned INR 800-950 Crore growth investment through 2030; new TRB line adds 3 million units annual capacity.
Risks
Margins compressed 56 bps QoQ due to forex losses; Middle East headwinds and irregular monsoons impacting fuel/food prices.
Last quarter's promises, checked
Delivered
- Guided 13% near-term margin → delivered 9.0% PBT (uncomparable due to forex) (= MISS)
- Guided ~8% growth range → delivered 18.3% YoY (= BEAT)
- Guided INR 800 Cr capex plan → delivered INR 800-950 Cr plan (= BEAT)
Partly delivered
- Guided new Pune plant by end 2028 → TRB line added but full capacity pending (= PARTIAL)
Missed
- Guided 15% margin target by '29-'30 → current 9.0% shows significant gap (= MISS)
Investor Presentation filed with NSE, NSE: SKFINDUS. Summary written with AI assistance from 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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