NSEUpdates5d ago · 14 Aug 2026, 08:04 pm

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SKF India Limited · SKFINDIA

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SKF India Limited has announced the demerger of its 'Industrial' business into a new entity, SKF India (Industrial) Limited, effective October 1, 2025, to focus on advancing future mobility through electrification and premiumisation. The company has also introduced a new brand name, SKF Vertevo, for its Automotive business. The demerger is expected to enable faster decision-making and independent growth for the company.

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Earnings Impact5/10
Growth Catalyst8/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact6/10
Market Sentiment5/10

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Full Announcement

We are enclosing herewith the Business Presentation made by Mr. Shailesh Kumar Sharma,Managing Director of the Company, during the 65th Annual General Meeting held on 14th August2026, marked as Annexure - A.

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Date: 14th August 2026 National Stock Exchange of India Limited, BSE Limited, Exchange Plaza, 5th Floor, Plot No. C-1, G Phiroze Jeejeebhoy Towers, Block, Bandra- Kurla Complex, Bandra Dalal Street, Fort (East), Mumbai – 400051, Maharashtra, Mumbai – 400001, Maharashtra, India India NSE Scrip Code –SKFINDIA BSE Scrip Code -500472 Subject: Business Presentation at 65th Annual General Meeting held on 14th August 2026. Dear Sir/Madam, We are enclosing herewith the Business Presentation made by Mr. Shailesh Kumar Sharma, Managing Director of the Company, during the65th Annual General Meeting held on14th August 2026, marked asAnnexure - A. We request you to kindly take the above information on record and disseminate the same on your respective websites. Yours faithfully, For SKF India Limited Mayuri Kulkarni Company Secretary & Compliance Officer SKF India Limited Registered office:Chinchwad, Pune411033, Maharashtra,India Tel:+91(20)6611 2500, Faxno:+91(20)6611 2396,Web:www.skf.com, Email id: investorIndia@skf.com CIN:L29130PN1961PLC213113 SKF India Limited 65th Annual General Meeting Shailesh Sharma Managing Director F riday, 14 th A ug ust 2026 Across the Slides The Demerger Story Our Business Performance Review Growing Sustainably SECTION 1 The Demerger Story The Demerger Story Effective 1st October, 2025, SKF India Limited SKF India (Industrial) Limited SKF India Limited entered a new phase of value creation Automotive Industrial by demerging its ‘Industrial’ business. This shift established two independent, purpose-built entities: SKF India Limited and SKF India Focused on advancing future mobility through electrification, Focused on infrastructure and manufacturing, serving (Industrial) Limited premiumisation and next-generation automotive industries through lifecycle-led demand and long-term asset technologies. performance. Why the Demerger? Different Market Distinct Customer Needs Focused Capital Faster Decision Making Independent Growth Dynamics Allocation Strategies SECTION 1 The Demerger Story We are SKF India Limited at a glance 1923 3 3 SKF India Limited is the The Year We Began Our Manufacturing Facilities Offices automotive arm delivering Operations in India advanced mobility solutions. With over a century in India, we have evolved into a trusted partner supporting the future of mobility. 330 933 Partners across the Employees Distribution Network SECTION 1 The Demerger Story SKF announced the future brand name of the Automotive business SKF Vertevo: A new name that reflects our evolution while carrying forward the trust, expertise and engineering excellence that define us. SKF Vertevo combines two powerful ideas: vertere, Latin for “to turn” or “to transform”, and evo, short for “evolution”. Together, they express movement, progress, and change. It’s short, bold, and memorable a name that works across cultures and captures our story. SKF Vertevo is not just a brand. We are your partner for the journey ahead. SECTION 1 The Demerger Story Our Purpose, Values and Culture We Move People Further Purpose Collaboration Curiosity Courage Care Working together across Continuously learning, Taking ownership, Acting responsibly for Values teams and with innovating, and challenging convention, our people, customers, customers to create embracing new and driving and society. shared success. possibilities. improvement. Take ownership and deliver with accountability Collaborate across boundaries to solve challenges faster Learn and adapt as technologies and markets evolve Culture Stay close to customers, ensuring relevance in every solution Act responsibly, integrating safety and sustainability into our work SECTION 2 OUR BUSINESS Engineering Solutions Across Every Mobility Segment Our Solutions Powertrain solutions Drive Control Solutions Wheel-End Solutions Electric Mobility Solutions Aftermarket Solutions Our Vehicle Categories Passenger Vehicles Commercial Vehicles Two and Three-Wheelers Aftermarket Section 2 Our Business Capacity building for high-growth Our Strategy segments Innovation led through Technological & Engineering Sustainability through 'green' Expertise operations Portfolio rationalisation Strengthen Vehicle Aftermarket Growth Cater to the emerging E-Mobility Segment People Development Section 2 Our Business Manufacturing a Better Tomorrow LEAN GREEN DIGITAL Eliminate waste, improve A Cleantech Company with less A smart factory with digitally efficiency and increase environmental impact & more connected systems and productivity through sustainability by reducing automation for transformation in implementation of GHG Emission the areas of SKF production system Production Circularity Manufacturing footprint Maintenance Water neutrality Customer-centric lean Supply Chain Oil/grease consumption LEAN Paper and plastic Eliminate waste Culture and Employee People Future Workforce Leadership Experience People GREEN DIGITAL Manufacturing New New Reduce environmental Smart factory with Innovation Impact digitally connected Strategy Process Product systems Section 3 Performance Overview FY 2025–26 Performance Highlights Delivering consistent performance through disciplined operations and execution excellence. 1,172 15% 21,295 INR Profit After Tax from Continuing EBITDA Margin Revenue from Operations Operations 269 23.7 INR INR Book Value per Share Earnings Per Share CSelicctki oton e3d Pite rMfoarsmtearn tceex Ot svteyrlveisew Enabling the Next Era of High-Speed EV Performance EV and hybrid powertrains demand high-speed, low-noise (NVH) and thermally stable bearings in compact designs. The Challenge Developed a high-speed deep groove ball bearing capable of ~20,000 rpm. Optimised cage design and internal geometry for low friction, The Solution reduced heat generation and enhanced durability. Delivered quieter operation, higher energy efficiency and improved drivetrain reliability. Successfully adopted by a leading EV and hybrid vehicle The Impact manufacturer. Future Focus: Developing next-generation cage technology capable of ~30,000 rpm for future EV platforms. 1100 SCelicctki oton e4d Bitu Mildaisntge rT theex tF usttyulrees Committed to Environment Sustainability Key Targets Impact Achieved Complete decarbonisation of all manufacturing Eliminated Scope 2 GHG emissions associated with electricity sites by 2030 consumption Achieve direct material emission reduction by 300+ MWh annual energy savings in Bengaluru site 32% by 2030 from 2019 baseline 500+ MWh annual energy savings in Haridwar site Achieve transportation emission reduction of by 35% by 2030 from 2019 baseline ~3,010 MWh Annual Energy Savings in Pune Site due to various energy saving projects. Bengaluru and Haridwar plants have been certified as water positive 1111 Section 4 Building The Future What our Partners Say A Recognition of Shared Commitment to Clean When Partnership Drives Sustainability Energy Excellence We were honoured to receive the Gold Supplier – Clean At the HMSI Supplier Convention 2026, SKF India Energy Champion recognition from TVS Motor Limited was recognised for advancing Honda’s Company at the Supplier Sustainability Summit 2025. sustainability agenda. Through close collaboration, we The award acknowledges our commitment to supported initiatives spanning water neutrality, renewable energy adoption, responsible manufacturing renewable energy, responsible chemical management and ESG-led practices, reinforcing the power of industry and carbon reduction. Our sustainability practices are collaboration in advancing a cleaner, more sustainable now being showcased across Honda’s global plants as a future. reference model. SSeeccttiioonn 44 BBuuiillddiinngg TThhee FFuuttuurree Measuring Employee Learning Effectiveness 6,120 14 239 84% 46 Total Training Hours Average Training Hours Number of Employees Mandatory Training Number of Trainings Per Employee Trained Completion 1133 Section 4 Building The Future Strengthening our Investor Engagements ~60 sharehol [Showing first 8,000 characters — download PDF for full document]