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Earnings Call

SKP Bearing Industries Earnings Call: Key Takeaways

SKP Bearing reports strong FY26 standalone growth with Revenue up 53% YoY to ₹807.0 Mn, though consolidated margins were impacted by the France acquisition integration.

Highlights
Revenue growthStandalone Revenue grew 53% YoY to ₹807 Mn in FY26.
MarginsStandalone EBITDA margin 27.87%; Consolidated margin lower at 9.60%.
Demand visibilityStrong; securing RFQs from former clients requiring extended reliability validation.
Management confidenceHigh confidence in French facility recovery and new customer re-engagement.

Growth

Standalone Revenue +53% YoY; PAT +15%. Consolidated FY26 Revenue reached ₹1,027.1 Mn.

Outlook

Projected ₹100 crore revenue from a key French customer by FY30; Phase 2 ball plant expansion potential to 4,800 TPA.

Risks

Consolidated PAT margin compressed to 0.85% due to France unit operational stabilization and historical supplier challenges.

Source

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

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SKP Bearing Industries Ltd: key numbers

Share price
₹159.25
Market cap
₹264.4 Cr
Revenue (annual)
₹102.7 Cr
Net profit (annual)
₹0.88 Cr
P/E (TTM)
301.9×Sector 53.6×
Promoter holding
74.90%+0.00% QoQ
FII holding
0.11%Current quarter

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

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