| Revenue growth | FY26 growth of 12.8%; Q4 growth of 14.8% YoY. |
|---|---|
| Margins | PBT expected to normalize around 11-12% in the near term. |
| Order book | Strong portfolio with order book extending to 2030. |
| Demand visibility | Strong demand in automotive; focus on EV and BS-VII shifts. |
| Management confidence | High confidence in returning to stable double-digit margins post-transition. |
Growth
FY26 revenue grew 12.8% to ₹20.3B; Q4 sales rose 14.8% YoY driven by volumes in cars and 2-wheelers.
Outlook
Guided 6-8% revenue CAGR through 2028; sustainable PBT margins targeted at 11-12%; ₹500cr capex planned for FY26-FY28.
Risks
PBT margins dropped to ~9% in Q4 due to one-off gains in Q3 and demerger-related comparability issues.
Earnings Call filed with BSE, NSE: SKFINDIA. Summary written with AI assistance from the document.
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.
More from SKF India Ltd
All →SKF India Investor Presentation: Key Takeaways
SKF India reported FY 2025-26 revenue of INR 21,295 Mn with a 15% EBITDA margin following the demerger of its Industrial business into a separate entity.
SKF India Q1 FY27 Results: Net Profit ₹61.9 Cr, Down 47.6% YoY
SKF India Ltd reported revenue from operations of ₹587.8 Cr (-54.2% YoY) and net profit of ₹61.9 Cr (-47.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹61.9 Cr · -47.6% YoY
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.
SKF India Q4 FY26 Results: Net Loss of ₹19.8 Cr
SKF India Ltd reported revenue from operations of ₹594.5 Cr (-51.0% YoY) and a net loss of ₹19.8 Cr for Q4 FY26.
- Key figure
- Net loss ₹19.8 Cr