Investor Presentation

Date: 14th August 2026 National Stock Exchange of India BSE Limited, Limited, Phiroze Jeejeebhoy Towers, Dalal Exchange Plaza, 5th Floor, Plot No. C- Street, Fort 1, G Block, Bandra- Kurla Complex, Mumbai – 400001, Maharashtra, India Bandra (East), Mumbai – 400051, Maharashtra, India NSE Scrip Code –SKFINDUS BSE Scrip Code -544572 Subject: Submission of Presentation for Analyst/Institutional Investor Meeting Reference: Our Intimation Dated 10th August 2026 Pursuant to Regulation 30 read with Clause 15 of Schedule III, Part A, Para A of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (as amended from time to time) (“SEBI LODR”), and with reference to our earlier intimation dated 10th August 2026, we are hereby submitting the presentation of Earnings Call on the Financial Results of the Company for the First Quarter Ended 30th June, 2026 scheduled today i.e. on 14th August 2026 at 11:00 Hrs (IST). This Investor Presentation will be available on the website of the company at: https://www.skf.com/in/investors/skf-india-industrial-ltd/financial-results The above is for your information and record. Thanking you, Yours faithfully, For SKF India (Industrial) Limited Poorva Bang Company Secretary & Compliance Officer SKF India (Industrial) Limited Registered office: Chinchwad Gaon, Chinchwad, Pune 411033, Maharashtra, India Tel: +91(20) 6611 2501, Fax no: +91 (20) 6611 2396, Email id: industrialindia@skf.com CIN:L28140PN2024PLC236396 SKF INDIA (INDUSTRIAL) LIMITED INVESTOR PRESENTATION Q1 FY2026-27 DISCLAIMER & This presentation relates to SKF India (Industrial) Limited’s results for Q1 FY27. Certain statements made during this presentation FORWARD-LOOKING may be forward-looking in nature, subject to risks and STATEMENTS uncertainties, and actual results may differ materially. Such statements are based on management beliefs and assumptions using information currently available. Recipients are cautioned not to place undue reliance on forward-looking statements when making investment decisions. The purpose of this call is solely to educate and create awareness of the Company’s fundamental business performance for the quarter under review. Financial information for the periods 17th December 2024 to 31st March 2025, and 1st April 2025 to 30th September 2025, has been extracted by management (with certain assumptions) from the financial records of SKF India Limited pertaining to the demerged Industrial undertaking, prepared in accordance with Appendix C of Ind AS 103 “Business Combinations.” MACRO INDICATORS STRATEGIC GROWTH DRIVERS FINANCIAL HIGHLIGHTS SUMMARY ECONOMY CONTINUES TO REMAIN STRONG DESPITE MIDDLE EAST HEADWINDS (cid:127) Economic activity remains robust (cid:127) ME war & irregular monsoon adversely (cid:127) Industrial output rebounds strongly, (cid:127) RBI forecast GDP growth for FY’27 impacted fuel & food prices signaling improved manufacturing at 6.7% (cid:127) FY’27 inflation expected in 4-6% range momentum Source : Ministry of statistics, SIAM, Trading economics %8.6 %3.8 %0.8 %8.7 %0.7 QUARTER VIEW %7.2 %7.1 %8.0 %1.3 %9.3 QUARTER VIEW %4.3 %4.5 %3.4 %8.3 %7.5 GDP INFLATION INDUSTRIAL PRODUCTION (IIP) QUARTER VIEW INDIA INFRASTRUCTURE MOMENTUM CONTINUES TO DRIVE GROWTH IN CORE INDUSTRIES CONSTRUCTION STEEL WIND Expected to grow 10% YoY Source : Ministry of statistics, SIAM, Trading economics & Worldsteel 0536 0256 046,6 871,7 320,7 VALUE ADDED TO GDP (BINR) Production remains above 42 MT, reflecting resilient industry demand 0.04 7.14 4.14 0.44 0.24 METRIC TONNE 4thlargest wind capacity in the world Capacity growth +10% YoY MACRO INDICATORS STRATEGIC GROWTH DRIVERS FINANCIAL HIGHLIGHTS SUMMARY STRATEGIC PRIORITIES CONTINUE TO STRENGTHEN GROWTH AND PROFITABILITY Localisation Innovation Digitalisation and People Focus Reliability Solutions Expanding Industrial- Empowering customers Enabling predictive Developing capability focussed manufacturing through innovative and monitoring with smart, and talent footprint in the region customized solutions data-driven solutions LOCALISATION INVESTMENTS ARE STRENGTHENING COMPETITIVENESS  Operationalized new Tapered Roller Bearing (TRB) manufacturing line  Added capacity of 3 million units annually to support future growth.  Strengthened ability to deliver faster and reduce exposure to imports. INNOVATION CONTINUES TO OPEN NEW GROWTH OPPORTUNITIES Developed bearings with Customized CRB forwheel operating capability up to end for a leading Agri OEM 250°C for food segment Railway wheel-setbearing Energy efficienthybrid solutions extending bearingslaunched for next- maintenance intervals by generation electric drives up to 20% MACRO INDICATORS STRATEGIC GROWTH DRIVERS FINANCIAL HIGHLIGHTS SUMMARY Q1 26-27 FINANCIAL HIGHLIGHTS OVERVIEW 1. REVENUE INR 9,708 MN GROWTH Delivered strong top-line growth in wind, general +18.3% Y Y machinery & agriculture +2.6% Q Q PBT INR 869 MN MARGIN MARGIN Margins reduced by 56 bps QoQ due to forex loss 9.0% CASH FLOW INR 547 MN CASH CONVERSION Strong cash flow from operations post tax 63% FINANCIAL OVERVIEW Q1 26-27 V/S Q4 25-26 QUARTERLY FINANCIALS In million INR Q1 26-27 Q4 25-26 % (q-o-q) Revenue 9,708 9,457 +2.6% OPM (PBT Margin %) 9.0% 9.5% -56 bps Profit before tax 869 900 -3.4% 6,275 6,242 +0.5% Net working capital 17.5% 18.1% -0.6% NWC % of Revenue 547 1,864 n.m. Operating cash flow FY 2027 OVERVIEW OF REVENUE MIX CUSTOMER MIX SEGMENT MIX KEY WINS 15% 12% Metals 34% Wind 33% 26% Wind : INR 140 Cr contract with a global gearbox OEM 52% 54% Argi& Rail Elec. Heavy 12% Agri: INR 35 Cr contract with a Q4 25-26 Q1 26-27 leading tractor OEM Exports & SKF India (Auto) Distribution MACRO INDICATORS STRATEGIC GROWTH DRIVERS FINANCIAL HIGHLIGHTS SUMMARY WE ARE POSITIONED FOR SUSTAINABLE AND PROFITABLE GROWTH 9.7 BINR 9.O% 63% Revenue from PBT Margin CASH Operations CONVERSION Focused Industrial INR 800-950 Crore Growth Benefiting from India's Building Competitive Growth Story Advantage Company Investment Plan Well positioned to outgrow Driving customer value Operating with agility, Industrial Investing in manufacturing key segments such as Wind, through localisation, pureplay, and sharper capital expansion and future-ready Metals and Heavy industries innovation, digitalisation and allocation post demerger capabilities through 2030 operational excellence. 1166