| Management target | Revenue 100.0% 5 years |
|---|
| Revenue growth | 18.3% YoY; 2.6% QoQ. |
|---|---|
| Margins | Current 9% PBT; long-term target 14-16% after demerger costs subside. |
| Order book | Significant wins including ₹140cr gearbox and ₹35cr agri contracts. |
| Demand visibility | Strong macro indicators in steel, wind, and construction sectors. |
| Management confidence | High; aiming to double business in five years. |
Growth
Revenue grew 18.3% YoY and 2.6% QoQ. PBT stood at ₹869 million with a 9% margin.
Outlook
Management aims to double the business in 5 years. Capex of ₹800-950cr for a new Pune plant starting 2028.
Risks
Margins impacted by FX losses (₹147m) and one-time demerger IT costs (₹150m); near-term margin pressure from localization.
Last quarter's promises, checked
Delivered
- Guided 13% margin post-demerger -> delivered 12% underlying (= BEAT)
- Guided 8% growth -> delivered 18.3% YoY (= BEAT)
Partly delivered
- Guided ₹800cr capex -> delivered ₹800-950cr revised plan (= PARTIAL)
Earnings Call Transcript filed with BSE, 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.
More from SKF India (Industrial) Ltd
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SKF India (Industrial) Management Change
Mr. Mukund Vasudevan has resigned as Managing Director of SKF India (Industrial) Limited, effective August 31, 2026. The resignation follows a role change within SKF Group.
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SKF India (Industrial) Other Announcement
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