SKF India Limited has informed the Exchange about Investor Presentation
SKFINDIA · price
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SKF India shared an institutional investor presentation covering FY25 results and forward plans. Revenue grew to ₹49,199 Mn (13% CAGR over FY22-25) with EBITDA of ₹8,469 Mn (17.2% margin) and PAT of ₹5,658 Mn (11.5% margin); ROCE stood at 21.8% and ROE at 29.4%. The company outlined a demerger plan to split into two independent entities — Automotive and Industrial — citing different macro dynamics and customer needs; NCLT approval and separate listing are targeted by Q4 CY25. A major capacity expansion of ₹12,000-14,500 Mn across both segments over FY25-30 was disclosed, including a new Pune plant for Industrial (₹4,500-5,000 Mn) and unitized wheel-end bearing capacity for Automotive. Management guided FY28 EBITDA margins to 17-19% for Automotive and 16-18% for Industrial, with revenue CAGR targets for both segments.
Positive for shareholders: the demerger could unlock value by giving each segment sharper strategic focus, while ₹12,000+ Mn capex plan signals strong growth confidence. The explicit 3-year margin guidance (Auto 17-19%, Industrial 16-18%) gives investors clear visibility on profitability trajectory and should support stock sentiment in the near term.