SKF India (Industrial) Limited share price

NSE: SKFINDUS · ISIN INE2J8701016

Key numbers

Market cap
₹ 14,426 Cr
Current price
₹ 2,918.00
52-week high / low
₹ 3,219 / 1,994
Stock P/E
69.3
Book value
₹ 298.7
Dividend yield
1.03%
ROCE
15.9%
ROE
15.6%
Debt to equity
0.00
Sales growth (3 yrs)
-
Profit growth (3 yrs)
-
1-year return
-

About SKF India (Industrial) Limited

SKF India (Industrial) Limited manufactures and sells bearings products in India and internationally. The company offers rolling bearings, mounted bearings and housings, super-precision bearings, slewing bearings, plain bearings, magnetic bearings and systems, and thin section bearings; industrial and automotive seals; lubricants, manual lubrication tools, lubricators, automatic lubrication systems, lubrication system components, and oil; and hydraulic tools for mounting and dismounting, mechanical tools for mounting and dismounting, heaters for mounting and dismounting, and alignment tools. It also provides belts, pulleys, sprockets, chains, bushings and hubs, couplings, bolts and tightening systems; and portable condition monitoring, continuous monitoring, machine protection systems, and test and measuring equipment. The company serves aerospace, agriculture, data centres, automotive, construction, food and beverage, general machinery, humanoid robotics, hydrogen, machine tools, marine, material handling, metals, mining, mineral processing and cement, ocean energy, pulp and paper, railways, and wind energy sectors. SKF India (Industrial) Limited was founded in 1907 and is based…

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales721821861946971
Operating profit161941078188
Net profit12172-5011962
EPS (₹)24.5414.54-10.1024.0012.50

Concall summary (2026-08-19)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • If you look at some of the wins we have won, which are good orders for the which we will increase in the next few coming quarters , we just won a significant order with a gearbox manufacturer, INR140 crores order, which will help us significantly in our sales in the next few quarters, continuing to next year.
  • Margin, a little below expectations, but a lot of it driven due to one time demerger expenses and we expect to see that recover over the next few quarters.

Growth & demand

  • This will provide 3 million units annually to support future growth.
  • If you compare year-on- year, and this is wherewe, some assumptionsfor the year, it was a 18.3% growth, super exciting.

Margins & costs

  • Our PBT INR869 million , 9.5% to 9.0% margin primarily , due to forex related losses and one-time expenses related to the demerger, primarily around IT.
  • If I move to the next page, which is page number 13, which has a little more detail on the same, you can see that our revenue was up 2.6%, margin went down quarter-on-quarter, but this is primarily due to foreign exchange and one -time expenses related to the demerger.

Capex & expansion

  • And wind addition -- wind capacity addition is the fastest growing in the world and it is the 4th largest wind capacity in the world right now, growing at almost 10%.
  • The sharper capital allocation enables making the investment plans we are making in terms of INR900 crores to INR950 crores we are planning to invest to make the new Pune plant, state - of-the-art Pune plant.

Balance sheet & cash

  • Our cash flow was still strong with a 63.0% cash conversion in this quarter.
  • Net working capital was almost flat and operating cash flow solid.

Peers in Tools & Accessories

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