ALFA Finder| Revenue growth | Q2 +16% YoY; H1 +19% YoY |
|---|---|
| Margins | Q2 EBITDA 14.5% (+155 bps YoY, -255 bps QoQ); H1 15.8% |
| Demand visibility | PV output 1.6Mn vs 1.3Mn; 2W+3W 8.2Mn vs 7.3Mn YoY |
| Management confidence | Headline: 'Strong growth despite global headwinds' |
Growth
Q2 sales +16% YoY (volume +15.7%, price/mix +0.3%), +2% QoQ. H1 sales INR 11,151 Mn, +19%. Q2 PBT margin +181 bps YoY.
Outlook
No explicit company guidance given. Macro: GDP projected 7.35%, inflation 4.9%. No capex or acquisition plans disclosed.
Risks
Q2 EBITDA margin down 255 bps QoQ; PBT margin down 252 bps QoQ. Working capital 18.8% of sales. Management cites global headwinds.
Last quarter's promises, checked
Delivered
- Guided no price/mix decline after last-2-month discounts → price/mix +0.3% YoY (= BEAT)
Partly delivered
- Guided ~20% FY27 revenue growth → H1 +19%, Q2 +16% (= PARTIAL, full year not closed)
Missed
- Guided ~17% margin (metric unspecified) as normalized for 2 yrs → Q2 EBITDA 14.5%, PBT 11.7% (= MISS)
Investor Presentation 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 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.
SKF India Other Announcement
SKF India Ltd has filed its quarterly shareholding pattern under Regulation 31, detailing the distribution of equity shares among promoters and public shareholders.