Pursuant to Clause 15(b)(iii) of Schedule III, Part A, Para A read with Regulation 30 (2), Regulation 30(6) & Regulation 46(2)(oa)(iii) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (as amended from time to time) ( SEBI LODR ) and SEBI Master Circular No. HO/49/14/14(7)2025-CFD-POD2/I/3762/2026 dated 30th January 2026, please find enclosed herewith the transcript of Analyst / Institutional Investor meeting held on Thursday , 21st May 2026 at 11:00 am. The same will soon be uploaded on the website of the company for convenience of the shareholders.

SKF India reported Q4 FY26 sales of INR 5.55 billion (14.8% YoY growth), with PBT declining about 9% due to one-off gains in Q3 (forex gains, interest income, and provision reversals). Full year FY26 sales grew 12.7% to INR 20.3 billion, though PBT margin dropped due to demerger-related costs, product mix impact, and trading from SKF Industrial. EBITDA margin for FY26 stood at approximately 15.3%. The company guided for sustainable PBT margin of 11-12% in the near term. Management outlined a capex plan of INR 500 crores over FY26-28, with INR 200 crores in FY27. EV business currently represents about 6% of 2-wheeler and 4% of passenger vehicle revenue, with management highlighting EV products offer higher value than ICE products. The company targets 6-8% revenue CAGR going forward, supported by new product launches and capacity expansion in Haridwar and Pune.