BSECompany Update3d ago · 4 Nov 2026, 06:42 pm
Pursuant to Regulation 30 clause 15(a)(ii), we hereby submit the presentation on Earnings Call for Q2 FY 2026-27 scheduled on Thursday, 05th November 2026.
SKF India Ltd · 500472
✦ AI Summary▲ PositiveResults
SKF India Ltd has announced its Q2 FY 2026-27 earnings call presentation, highlighting strong growth despite global headwinds, with sales increasing by 16% YoY and EBITDA margin expanding by 155 bps YoY.
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Growth Catalyst6/10
Governance Concern1/10
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Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10
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SKF India Ltd - 500472 - Announcement under Regulation 30 (LODR)-Investor Presentation
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skryertevo
Date: 04th November 2026
NationalStockExchangeofIndia BSELimited,
Limited, Phiroze Jeejeebhoy Towers, Dalal
Exchange Plaza, 5th Floor, Plot No. C-1, G Street, Fort
Block, Bandra- Kurla Complex, Bandra Mumbai – 400001, Maharashtra, India
(East), Mumbai – 400051, Maharashtra,
India
NSE ScripCode – SKFINDIA BSEScrip Code -500472
Subject: Intimation under Regulation 30 of Securities and Exchange Board of India
(Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI
LODR”) – Presentation on Analyst/Institutional Investor Meeting
Reference: Our Intimation dated 30th October 2026
Pursuant to Clause 15(a)(ii) of Schedule III, Part A, Para A read with Regulation 30(2), Regulation
30(6), Regulation 46(2) of SEBI (Listing Obligations and Disclosure Requirements) Regulations,
2015 (as amended from time to time) (“SEBI LODR”), SEBI Master Circular No.
HO/49/14/14(7)2025-CFD-POD2/I/3762/2026 dated 30th January 2026, We are hereby
submitting the presentation for the Earnings Call for Q2 FY 2026-27, scheduled to be held
tomorrow,Thursday, 5 November 2026, at 10:00 a.m. (IST).
This Investor Presentation will be available shortly on the website of the company at
https://www.skf.com/in/investors/skf-india-ltd/financial-results
The above is for your information and record. You are hereby requested to disseminate the same
on your respective websites.
Thanking you,
Yours faithfully,
For SKF India Limited
Mayuri Kulkarni
Company Secretary & Compliance Officer
SKF India Limited
Registered office:Chinchwad, Pune 411 033, Maharashtra, India
Tel: +91 (20) 6611 2500, Fax no: +91 (20) 6611 2396, Web: www.skf.com/in/investors/skf-india-ltd, Email id:
investorIndia@skf.com
CIN: L29130PN1961PLC213113
SKF INDIA LIMITED
INVESTORS CALL
Q2FY27: JULY – SEPTEMBER 2026
5 NOVEMBER 2026
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DISCLAIMER
The purpose of this presentation is to share our Q2 FY2026-27 & H1 FY2026-27 results. We would like to
remind you, some of the remarks may contain forward-looking statements, which are subject to risk, and
uncertainties and actual results may defer materially. Such statements are based on management beliefs as
well as assumptions made by and on the information currently available to the management. The audience is
cautioned not to place undue reliance on these forward-looking statements and making any investment
decision. The purpose of today's call is to purely educate and bring awareness about the company's
fundamental business and the financial quarter under review.
Please note that financial information for previous period (quarter / year) as reported in this presentation has
been extracted (and may involve some assumptions) by the management from the combined financial
information of SKF India Limited (prior to the demerger of industrial undertaking), which are prepared in
accordance with requirement of Ind AS 105 “Discontinued operations” by using the financial information
maintained by the SKF India Limited (“Demerged Company”).
Confidentiality: C2 - Internal
Slide 2 04 November 2026
AGENDA
Macro Key Indicators
Executive Summary
Financial Highlights – Q2FY27 & H1FY27
Success Story
New Brand Launch
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Confidentiality: C2 - Internal
KEY INDICATORS
UPDATE
Date here. Go to Insert > Header & 4
Footer to apply date on one or all slides
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GDP EXPECTED TO GROW BY 7.35% AND INFLATION BY 4.9%
GDP Growth (YoY)
7.7% 7.4% 7.0% 6.9% 8.2% 8.0% 7.8% 7.4%
Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27*
CPI - Inflation Growth (YoY)
5.6%
4.9%
3.7% 3.9%
3.1%
2.7%
1.7%
0.8%
Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27
* Projection numbers
Source : Ministry of Statistics
Confidentiality: C2 - Internal
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FAVORABLE MACROECONOMIC INDICATORS
IIP-Industrial Production Growth (YoY) Manufacturing PMI Growth (YoY)
59.2
57.7
56.6 56.9
H I N A
7.8% 55 55.3 54.8 55 54.4 55.1
6.2% 53.9 53.5
4.3% 3.9% 4.1% 52.8
Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27*
IIP - General
Automotive Production (Mn Units)
7.3 7.1 7.4 7.6
1.3 1.4 1.6 1.5 1.6
0.3 0.3 0.4 0.3
Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27
PV CV 2W+3W
Confidentiality: C2 - Internal Source : Ministry of Statistics/SIAM
EXECUTIVE SUMMARY
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STRONG GROWTH DESPITE GLOBAL HEADWINDS
Q2FY27
C 0 0 0 ]
Sales EBITDA PBT NWC % of Sales
5.6 BINR 14.5% 11.7% 18.8%
▲ 16% YoY ▲ 155 bps YoY ▲ 181 bps YoY ▼2.9% YoY
▲ 2% QoQ ▼ 255 bps QoQ ▼ 252 bps QoQ ▼ 3.8% QoQ
H1FY27
CIC C I C ]
Sales EBITDA PBT%* NWC % of Sales
11.2 BINR 15.8% 13.0% 18.7%
▲ 19% YoY ▲87 bps ▲126 bps ▼2.9% YoY
* Without exceptional items
Confidentiality: C2 - Internal
FINANCIAL HIGHLIGHTS
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SALES
Q2FY27:Netsalesbyquarter,MINR % Growth, YoY % Growth, QoQ
+16%
8,000 Net sales PBT % EBITDA%45.0%
7,000 40.0%
H 6,000 5,383 H5,550 5,511 5 I,639 35.0% 761 5,639 I5,511 226 5,639
4,861
30.0% 4,861 17 -98
5,000
25.0% +0.3 % +15.7 % -1.8 % +4.1 %
4,000 19.6%
13.0% 17.1% 14.5% 20.0%
3,000 11.7%
15.0%
16.7%
2,000 14.3%
11.7% 10.0%
1,000 9.9% 9.0% 5.0%
- 0.0%
o° Ci A Q2FY26 Price / Mix Volume Q2FY27 Q2FY26 Price / Mix Volume Q2FY26
& ea &
H1FY27:Netsales,MINR % Growth, YTD
18,000 Net sales PBT % EBIDTA% 45.0% 19%
16,000 40.0%
14,000 35.0%
11,151
12,000 9,375 = 30.0%
10,000 25.0% 1,745 11,151
9,375 31
8,000 20.0%
15.8%
6,000 14.9% 13.0% 15.0%
4,000 11.7% 10.0%
2,000 5.0%
- 0.0%
H1FY26 H1FY27 H1FY26 Price / Mix Volume H1FY27
*Salesfiguresdonotincludeotheroperatingincome.
Confidentiality: C2 - Internal
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SALES MIX
Q2FY27 H1FY27
OE VA Exports SKF Industrial OE VA Exports SKF Industrial
0% 0%
5% 9% 10% 7% 8%
24% 25%
66% 67% 61% 63% 67%
Q2FY27 Q2FY26 Q1FY27 H1FY27 H1FY26
*Revenuefiguresdonotincludeotheroperatingincome.
Confidentiality: C2 - Internal
Slide 11
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PROFITABILITY
Q2 FY27: EBITDA in MINR & as % of revenue Q2FY27: PBT in MINR & as % of revenue
EBITDA
1128 PBT
1004
695 838
19.6%
17.1% 491 * 534 *
14.5% 16.7%
13.0%
11.7% 14.3%
11.7%
9.9% 9.0%
Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q2FY26* Q3FY26* Q4FY26* Q1FY27 Q2FY27
90.0%
3900 90.0%
3900
3600
3600
3300 H1FY27: EBITDA Value & as % of Revenue H1FY27: PBT Value & as % of Revenue
3300
3000
3000
2700 50.0% 2700 50.0%
2400
2400
2100 1,869
2100
1800 1,431
a 11 25 000
14.9% 15.8% 10.0% E 118 50 000 1,123 e 131 .,5 03 %6 B
10.0%
1200
900 11.7%
0 -30.0%
H1FY26 H1FY27 0 -30.0%
H1FY26 H1FY27
*Excludes exceptional items Confidentiality: C2 - Internal
SUCCESS STORIES
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DRIVELINE BUSINESS
Customer:
WIN Leading Passenger Vehicle OEM
Application:
Hybrid Transmission (HT)
Image for representative purpose only
TheBusinessContext:
One of the leading passenger vehicle manufacturer plans to introduce Hybrid Transmission (HT) for upcoming models, requiring electrical
protection for high-speed and high precision ball bearings. The critical requirement was local development partner for the complete bearing
set, that included new technology offering – Ceramic bearing and Conductive brush.
SKF addressed customer’s demanding electrical protection and high-speed requirements. Established SKF as a complete bearing solution
partner.
BenefitsforCustomer&SKF:
(cid:127)
Customer: SKF's Global expertise + local support, ensuring reliable performance, quality and competitive cost.
(cid:127)
SKF: Entry into the DHT bearing portfolio, including Carbon Brush and Hybrid DGBB. Secured 100% share in DGBB, TRB & Carbon Brush
Rings and 50% in Ceramic ball DGBB.
COTIITOeTTOaty. SZ Teer rreat
BRAND LAUNCH
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BRAND LAUNCH
SKF Vertevo accelerates into its next chapter with new brand and digital presence
On November 3, 2026, the SKF Vertevo brand is officially launched across the organization and to
our customers and stakeholders worldwide.
The brand is the face of our company, it shows our personality – what we stand for, what we are
TheBusinessContext:
passionate about and what our customers can expect from us.
One of the leading passenger vehicle manufacturer plans to introduce Hybrid Transmission (HT) for upcoming models, requiring electrical
protection for high-speed and high precision
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