Intimation under Regulation 30 SEBI (LODR) - Presentation on Analyst / Institutional Investor Meeting
SKFINDUS · price
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SKF India (Industrial) Limited held its Q4 FY2026 earnings call on 13th May 2026, presenting its maiden results post-demerger from SKF India Limited. The company reported net sales of ₹9,457 million, up 9.8% QoQ, driven by strong performance in OEM (50% of sales) and inter-company segments. Profit before tax margin improved significantly to 9.5% from 8.0% in Q3, a 1731 bps QoQ improvement, aided by lower one-time demerger expenses. Operating cash flow nearly tripled to ₹2,370 million from ₹598 million in Q3, while net working capital as a percentage of sales declined to 18.7%. Key wins included a ₹325 million tractor business project from a major OEM and ₹30 million annual TBU development for local commuter trains. The company is expanding TRB capacity in Pune to 880 million pieces.
Strong Q4 results demonstrate the company's ability to drive growth post-demerger, with improving profitability and cash generation. The ₹325 million tractor deal and capacity expansion signal solid demand pipeline. Positive operational metrics and margin recovery should be well-received by investors.