SKFINDIABSESKF India LtdHighNeutral
Announced Wed, 13 May · 23:35 IST

Financial Results for Fourth Quarter and Year ended 31st March 2026

Revenue Growth 20pctPat NegativeExceptional ItemResults RestatedResults View source PDF

SKFINDIA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.7%1-day move
₹1720.00
prior close
₹1699.10
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
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AI summary

SKF India reported standalone revenue from operations of ₹21,295.9 million for FY2026, up 58% from ₹13,453.4 million in FY2025, driven by the demerger of the Industrial Undertaking effective October 2025. However, total profit after tax declined to ₹2,660.1 million from ₹5,658.1 million due to a ₹614.8 million incremental tax expense from a Bilateral Advance Pricing Agreement (BAPA) with CBDT covering FY2012-13 to FY2020-21, and higher tax provisions. The company recorded ₹271 million in exceptional items including labour code adjustments and demerger expenses. The Q4 standalone result showed a loss of ₹202.3 million due to the BAPA tax charge. The Board recommended a dividend of ₹40 per share (400%). The Industrial Undertaking was demerged into SKF India (Industrial) Limited, which is now listed on BSE and NSE.

Likely market impact

The significant PAT decline due to a large one-time tax charge from the BAPA agreement is a concern, though underlying operations show strong revenue growth. The demerger creates a smaller, focused bearings business going forward.