Investor Presentation- May 19 2025- Investor Call
Awaiting price reaction for this filing.
SKF India filed its Q4 FY25 and full-year FY25 investor presentation. Q4 FY25 net sales were Rs 1,183 crore, up 1% year-on-year, while profit before tax margin jumped to 23.3%, an improvement of 376 basis points YoY. For full-year FY25, sales grew 8% to Rs 4,830 crore, but PBT margin slipped 60 bps to 15.8%, and operating cash flow fell 67% YoY to about Rs 203 crore due to higher working capital. Industrial segment led growth at 10% for the year, while Automotive grew 6% and Exports 3%. The presentation also outlined the demerger plan to split the business into two independent companies — one focused on Automotive and the other on Industrial — with a timeline running through NCLT approval and listing, currently in the Q2 CY25 phase.
Strong Q4 margin expansion is a positive signal for shareholders, though full-year margin compression and weak operating cash flow temper the outlook. The demerger, if completed, could unlock separate value for the Automotive and Industrial businesses, but timelines remain subject to regulatory approvals.