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Earnings Call

SKF India (Industrial) Earnings Call: Key Takeaways

SKF India (Industrial) reports Q4FY26 revenue of 9,457 MINR, up 9.8% QoQ, with margins improving to 9.5% after adjusting for one-time demerger costs. Strategy focuses on localization and 'ACES' framework.

Why this was an Alfa AlertNot a filter event. Results show growth but do not compare against a specific previously guided range by management.
Highlights
Revenue growth9.8% QoQ, 31% YoY
MarginsPBT margin improved 1731 bps QoQ to 9.5%
Order book4 Tractor projects worth ₹325 MINR

Growth

Revenue grew 9.8% QoQ (31% YoY). OEM and Export segments saw strong quarterly growth of 20.1% and 18.9% respectively.

Outlook

Strategic priorities 'ACES' targeted through 2028; specific wins in Tractor (325 MINR) and Commuter Rail (30 MINR/yr) projects.

Risks

Demerger-related exceptional expenses (1.8 BINR in Q3) and continuing IT/professional costs (183 MINR) impacting reported financials.

Source

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

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SKF India (Industrial) Ltd: key numbers

Share price
₹2,918.00
Market cap
₹14,426 Cr
Revenue (annual)
₹3,440 Cr
Net profit (annual)
₹217.7 Cr
P/E (TTM)
78.6×Sector 53.6×
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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Annual General Meeting

SKF India (Industrial) Annual General Meeting

SKF India issued a Postal Ballot notice seeking shareholder approval for the appointment of Mr. Sujeeth Pai as Managing Director and Mr. Mukund Vasudevan as Director.

00:50 IST NSE
Financial Results

SKF India (Industrial) Q4 FY26 Results: Net Profit ₹119 Cr, Down 1.9% YoY

SKF India (Industrial) Ltd reported revenue from operations of ₹945.7 Cr (+31.2% YoY) and net profit of ₹119 Cr (-1.9% YoY) for Q4 FY26.

Key figure
Net profit ₹119 Cr · -1.9% YoY