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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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
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 axryertevo 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 axryertevo Confidentiality: C2 - Internal KEY INDICATORS UPDATE Date here. Go to Insert > Header & 4 Footer to apply date on one or all slides axryertevo 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 axryertevo 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 axryertevo 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 axryertevo 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 axryertevo 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 axryertevo 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 axryertevo 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 axryertevo 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 [Showing first 8,000 characters — download PDF for full document]