ALFA Finder| 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
- ₹1,475.60
- Market cap
- ₹7,295 Cr
- Revenue (annual)
- ₹3,763 Cr
- Net profit (annual)
- ₹265.9 Cr
- P/E (TTM)
- 46.8×Sector 51.9×
- Promoter holding
- 52.58%+0.00% QoQ
- FII holding
- 7.14%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
Q2FY27 sales INR 5,639 Mn (+16% YoY), EBITDA INR 865 Mn (14.5%), PBT INR 698 Mn (11.7%). H1FY27 sales +19%. Growth is volume-led; SKF Vertevo brand launched.
SKF India Results Update
SKF India reported Q2 FY27 revenue of Rs 5,958 Million, up 20.1% YoY, with PBT of Rs 698 Million. The press release also announces the launch of the SKF Vertevo brand identity.
SKF India Capacity Expansion: ₹77.8 Cr Investment
SKF India plans Rs.77.80 Crore capacity expansion, adding two production channels from 2027. Funded through internal accruals to meet customer demand.
- Value
- ₹77.80 Cr
- Execution
- Production from March 2027 onwards (1 channel) and July 2027 onwards (1 channel)
- production channels
- 2.0 channels
SKF India Capacity Expansion: ₹62.6 Cr Investment
SKF India approved Rs.62.60 Crore to add two production lines. Production begins December 2026 and March 2027, funded internally.
- Value
- ₹62.60 Cr
- Execution
- Production beginning December 2026 onwards and March 2027 onwards
- manufacturing capacity (production lines)
- 2.0 channels
SKF India Q2 FY27 Results: Net Profit ₹51.8 Cr, Down 50.9% YoY
SKF India Ltd reported revenue from operations of ₹595.8 Cr (-54.5% YoY) and net profit of ₹51.8 Cr (-50.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹51.8 Cr · -50.9% YoY
SKF India Board Meeting Date
SKF India schedules a 3 November 2026 board meeting to approve unaudited September 2026 quarter and half-year results. Trading window stays closed from 1 October 2026.