SKF India (Industrial) (SKFINDUS) — Announcement

📢 Key Event
SKF India reports Q1 revenue growth and outlines margin recovery path

🔄 What Changed
9.5% PBT margin, INR 147 million FX loss, INR 150 million demerger cost

🔮 What's Next
17-19% long-term margin target post-2028, new plant operational by 2028

💡 Investor Takeaway
Shareholders should monitor margin recovery trajectory and execution of new capacity investments post-2028.

⚠️ Risks
FX volatility and one-time demerger costs impacting near-term margins

SKF India reported Q1 FY26-27 revenue of INR 9,708 million, up 18.3% YoY with a 9.5% PBT margin, driven by strong order wins of INR 140 crore and INR 35 crore. Management highlighted strategic growth in rail, wind, and agriculture sectors, new product innovations, and a planned new plant in Pune starting production in 2028. Margin pressure from FX losses and demerger costs is expected to taper, with long-term targets of 17-19% post-2028. Leadership transition to Sujeeth Pai is set for September 1, 2026.

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About SKF India (Industrial) Limited (SKFINDUS)

Capital Goods · Bearings · Listed on NSE

Market Cap: ₹14,600.27 Cr P/E: 70.3 ROE: 14.1% ROCE: 14.3% Div Yield: 0.34%

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🔥 Also filed on 19 August 2026

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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