SKF India Q1 FY27 call: revenue up 27% YoY, guides 20% growth
SKFINDIA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
SKF India Q1 FY27 revenue up 27% YoY at INR 5.9 billion; sales INR 5.5 billion, up 22% YoY. EBITDA up 540 bps QoQ; PBT up 61 bps YoY and 527 bps QoQ. Management upgraded full-year revenue growth guidance from 12% to about 20%, with 17% margins seen as normalized for next 2 years. OEM mix 62% (2W 54%, PV 31%, CV 15%). Won wheel-end business from large PV maker, starting Q4 CY 2028. EV programs in development, ramping mid-2027. FY27 capex INR 170-180 crores; INR 500 crore plan largely done by FY28.
Upgraded growth guidance and new order wins support positive outlook; margin sustainability and EV ramp remain key monitors.