Pursuant to Clause 15(b)(ii) of Schedule III, Part A, Para A read with Regulation 30 (2), Regulation 30(6)&Regulation 46(2)(oa)of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (as amended from time to time) ( SEBI LODR ) and SEBI Master Circular No. SEBI/HO/CFD/PoD2/CIR/P/0155 dated 11th November 2024, please find enclosed herewith the transcript of Analyst / Institutional Investor meeting held on Monday, 30th June 2025. The same will soon be uploaded on the website of the company for convenience of the shareholders. Audio Link is the aforesaid meeting is available on the company s website and same was intimated on 01st July 2025.
SKFINDIA · price
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SKF India held an investor meet focused on its proposed demerger into two listed entities – one for Automotive and one for Industrial business. FY25 standalone numbers were highlighted: Rs. 5,000 crore revenue, 17.2% EBITDA margin, 29% ROCE, with 10% revenue CAGR over the last 4 years. Management outlined growth guidance of 10-12% for automotive and 8-10% for industrial over the next 3 years (till FY28), with margins to be maintained in the 16-19% band. CAPEX plans include Rs. 500-600 crore for automotive capacity expansion and Rs. 800-950 crore for industrial (including a new dedicated plant in Pune by 2028). Demerger timeline targets NCLT approval by October-November 2025 and separate listing by December 2025. Industrial localization is expected to rise from 30% to 35-40%, and exports from 8% to ~13% over the next 3-5 years.
The demerger will give investors separate pure-play exposure to SKF's high-growth automotive and industrial businesses, potentially improving valuation visibility for both. Strong margin and growth guidance, along with a clear CAPEX roadmap, is positive for sentiment, though execution risk around the demerger timeline, capacity transition, and pruning of low-margin segments (CV, wind) remain key things to watch.