ALFA Finder| 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
- ₹2,480.00
- 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.