SKF India (Industrial) Limited has informed the Exchange about Investor Presentation
SKFINDUS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
SKF India (Industrial) Limited reported Q4 FY2025-26 results with net sales of ₹9,457 million INR, up 9.8% QoQ driven by strong OEM and inter-company sales. Profit before tax stood at ₹900 million INR with a margin of 9.5%, representing a 17.3 percentage points QoQ improvement due to lower one-time demerger expenses. The company highlighted strategic priorities to 2028 under its ACES strategy focusing on Single SKF, Execution, Commercial Excellence, and Accelerate localization. Notable wins include 4 tractor projects worth ₹325 million INR and development of train bearings worth ₹30 million INR annually. Operating cash flow improved significantly to ₹2,370 million INR, while net working capital as a percentage of sales improved from 21.5% to 18.7%.
The quarter shows operational improvement with better margins and cash generation, though this is partly due to lower exceptional demerger costs rather than organic business momentum. The stock may see neutral to slightly positive reaction given solid top-line growth offset by one-time cost benefits.