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Earnings Call

SKF India Earnings Call: Key Takeaways

SKF India reported FY26 revenue of 20.3 BINR, up 12.8% YoY, though Q4 PBT margins declined to 9.0% due to one-off costs and higher expenses.

Why this was an Alfa AlertNot a filter event. Financials show margin contraction and no specific prior guidance was provided to benchmark a material beat.
Highlights
Revenue growth12.8% YoY for FY26.
MarginsDownward pressure; FY26 PBT margin at 12.3% vs 19.2% FY25.
Order book~656 MINR in major new business wins.
Demand visibilityStrong in 2W, Cars, and Powertrain segments.
Management confidenceHigh on long-term 2030 RACE strategy.

Growth

FY26 revenue grew 12.7% to 20.3 BINR; Q4 revenue rose 3% QoQ to 5.6 BINR.

Outlook

Focus on 'RACE' strategy 2030; strong traction in EV segments and ~656 MINR in major business wins.

Risks

PBT margin compression in Q4 (9.0% vs 16.7% QoQ) impacted by one-off factors and high costs.

Source

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

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SKF India Ltd: key numbers

Share price
₹1,539.80
Market cap
₹7,612 Cr
Revenue (annual)
₹3,763 Cr
Net profit (annual)
₹265.9 Cr
P/E (TTM)
36.3×Sector 53.6×
Promoter holding
52.58%+0.00% QoQ
FII holding
6.89%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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