ALFA Finder| 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
- ₹2,480.00
- Market cap
- ₹12,261 Cr
- Revenue (annual)
- ₹3,440 Cr
- Net profit (annual)
- ₹217.7 Cr
- P/E (TTM)
- 43.9×Sector 51.9×
- Promoter holding
- 52.58%+0.00% QoQ
- FII holding
- 7.42%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from SKF India (Industrial) Ltd
All →SKF India (Industrial) Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 10,429 Mn (+28.3% YoY), PBT INR 1,344 Mn (+32.6%), PBT margin 12.9% (+42 bps). First post-demerger year; localisation and innovation focus.
SKF India (Industrial) Q2 FY27 Results: Net Profit ₹103.5 Cr, Up 34.6% YoY
SKF India (Industrial) Ltd reported revenue from operations of ₹1,043 Cr (+28.3% YoY) and net profit of ₹103.5 Cr (+34.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹103.5 Cr · +34.6% YoY
SKF India (Industrial) Board Meeting Date
SKF India (Industrial) Ltd gave prior intimation of a board meeting on 4 November 2026 to consider unaudited results for Q2 and half year ended 30 September 2026. No financial outcome is reported yet.
SKF India (Industrial) Other Announcement
The company submitted its quarterly shareholding pattern for the period ended September 30, 2026, as per regulatory requirements.
SKF India (Industrial) Management Change
Shareholders approved the designation change of Mr. Sujeeth Pai to Managing Director of SKF India (Industrial) Ltd for a five-year term effective 1st September 2026.
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.