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Investor Presentation

SKP Bearing Industries Investor Presentation: Key Takeaways

SKP Bearing reports 15.3% YoY standalone revenue growth in Q1FY27, driven by high capacity utilization in rollers and strategic entry into defense and aerospace sectors.

Guidance and delivery
Management target Revenue FY30
Highlights
Revenue growth15.3% YoY standalone; consolidated flat at 0.0% YoY.
MarginsStandalone EBITDA margin improved 196 bps YoY to 34.14%.
Demand visibilityStrong, supported by 340M+ vehicle base and 10.2% industry CAGR.
Management confidenceHigh; transitioning to a globally integrated precision-engineering supplier.

Growth

Standalone revenue grew 15.3% YoY to INR 157.4 Mn; Standalone PAT rose 12.1% YoY to INR 28.6 Mn.

Outlook

Targeting 10% export contribution by FY28; French facility projected to generate INR 100 crore revenue by FY30.

Risks

Integration challenges with the recent French acquisition and competitive pricing pressure from Chinese bearing suppliers.

Source

Investor Presentation 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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