Pursuant to Regulation 30 clause 15(a)(ii), we are hereby submitting the presentation on Analyst/Institutional Investor meet scheduled on Thursday, 21st May 2026

Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications 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

+2.5%1-day move

₹1649.10

prior close

₹1690.80

base price

In-mkt

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AI summary

SKF India reported Q4 FY26 sales of INR 5,550 million, up 3% QoQ and 14.8% YoY, driven by improved volumes. However, profitability was impacted with PBT margin declining to 9.0% (down 770 bps QoQ) due to cost pressures. For full year FY26, sales grew 12.7% to INR 20,304 million, but PBT margin fell to 12.3% from 19.2% in FY25, primarily due to higher costs partially offset by volume growth. The company secured new EV business wins including eMotor bearings and wheel speed sensor bearings. Net working capital remained at 24.3% of sales, and operating cash flow was INR 4,058 million with an 85% cash conversion ratio.

Likely market impact

Sales momentum is strong but significant margin compression from cost pressures is a concern for shareholders. The RACE strategy and EV-related wins indicate focus on future growth areas.