ALFA Finder| Revenue growth | +28.3% YoY to INR 10,429 Mn |
|---|---|
| Margins | PBT margin 12.9%, up 42 bps YoY |
| Demand visibility | Wind, heavy industry, rail, aftermarket cited as growth areas |
Growth
Revenue +28.3% YoY to INR 10,429 Mn on wind, heavy industry, exports. PBT +32.6% to INR 1,344 Mn.
Outlook
INR 800-950 Cr investment through 2030 for manufacturing expansion; Pune setup underway. No explicit growth guidance.
Risks
Operating cash flow negative at INR -61 Mn; NWC up 25.8% to INR 7,231 Mn; one-off demerger costs.
Last quarter's promises, checked
Delivered
- PBT margin ~12% ex-one-offs → 12.9% (= BEAT)
Partly delivered
- Pune plant production from 2028 → setup underway, no start date (= PARTIAL)
- Capex INR 900-950 Cr → INR 800-950 Cr through 2030 (= PARTIAL)
- IT demerger costs end after two quarters → still cited in Q2, amount undisclosed (= PARTIAL)
Missed
- Solid operating cash flow, 63% conversion → OCF INR -61 Mn (= MISS)
- NWC almost flat → up 25.8% to INR 7,231 Mn (= MISS)
- 3M units/yr TRB line → mCRB ~220,000 units/yr, TRB output unreported (= 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) 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.
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.