NSEUpdates5d ago · 14 Aug 2026, 08:04 pm
Updates
SKF India Limited · SKFINDIA
✦ AI SummaryM&A
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.
Analysis Scores
Earnings Impact5/10
Growth Catalyst8/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact6/10
Market Sentiment5/10
✦ Ask a Question
Ask anything about this announcement — AI will answer based on the filing content.
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.
Attachments (1)
📄pdf
Download →
SKFINDIA22_14082026200419_NSE.pdf
View document text
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]