Investor Presentation

Date: 17th 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 –SKFINDIA BSE Scrip 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 11th August 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 of Earnings Call for Q1 FY 2026-27 scheduled today i.e. on Monday, 17th August 2026 at 13:00 p.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, Email id: investorIndia@skf.com CIN: L29130PN1961PLC213113 SKF India Limited – Investors Earnings call 2Q26: April – June 2026 17th August 2026 Disclaimer The purpose of this presentation is to share our Q1 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 the Appendix C of Ind AS 103 “Business Combinations” by using the financial information maintained by the SKF India Limited (“Demerged Company”) Slide 2 Agenda 1. Macro Key Indicators 2. Quarterly Highlights – Q1, FY 2026-27 3. Success Stories 4. Q&A Slide 3 Key Indicators Update SKF First-quarter report 2026 Major Sectors Performance | Favorable macroeconomic indicators supported higher automotive production YoY IIP-Industrial Production Growth (YoY) Manufacturing PMI Growth (YoY) 59.1 59.3 59.2 58.2 58.3 57.6 57.7 56.6 56.9 55 55.3 54.8 55 54.4 53.9 4.3% 3.9% 4.1% 4.8% 1.8% 2Q25 3Q25 4Q25 1Q26 2Q26* IIP - General Automotive Production (Mn Units) 7.3 7.1 7.4 7.6 1.2 1.3 1.4 1.6 1.5 0.3 0.3 0.3 0.4 0.3 2Q25 3Q25 4Q25 1Q26 2Q26 PV CV 2W+3W Source : Ministry of Statistics/SIAM Quarterly Highlights – Q1 FY 2026-27 SKF First-quarter report 2026 1 Summary | Strong sales & Stabilizing profitability 2Q26: April to June 2026 EBITDA PBT% Revenue 17.1% 14.3% 5.9 BINR ▲ 7 bps YoY ▲ 61 bps YoY ▲ 27.1% YoY ▲ 540 bps QoQ ▲ 527 bps QoQ* ▼ 1.1% QoQ *Excludes exceptional items:1Q26 – 73 MINR Sales | YoY +22% & QoQ -0.7% Net sales by quarter, MINR % Growth, YoY % Growth, QoQ Net sales PBT Margin 8,000 45.0% -0.7% +22.1% 40.0% 7,000 5,550 5,512 35.0% 311 6,000 5,383 1,029 5,512 5,550 5,512 4,861 30.0% -349 5,000 4,514 +5.6% 4,514 -6.3% 25.0% -31 +22.8 % 4,000 16.7% 20.0% -0.7 % 14.3% 3,000 13.7% 15.0% 9.9% 9.0% 2,000 10.0% 1,000 5.0% - 0.0% 2Q25 3Q25 4Q25 1Q26 2Q26 2Q25 Price / Mix Volume 2Q26 1Q26 Price / Mix Volume 2Q26 *Sales figures on this slide do not include other operating income. Sales | Segment Mix OE VA Exports SKF Industrial 5,550 4,514 5,512 7% 6% 65% 67% Q4FY26 Q1FY26 Q1FY27 *Revenue figures do not include other operating income. Slide 9 Sales | Summary P&L Million INR Quarterly Result Description Jun-25 Mar-26 Jun-26 ▲% YoY ▲% QoQ Revenue from Operations 4,625 5,945 5,878 27.1% -1.1% Gross Margin % 52.1% 44.5% 51.0% -1.01% 6.5% EBITDA 787 694 1,004 27.6% 44.6% EBITDA % 17.0% 11.7% 17.1% 7 bps 540 bps Profit Before Exceptional Items & tax 631 534 838 32.8% 56.9% PBET Margin % 13.6% 9.0% 14.3% 61 bps 527 bps Exceptional Items 0 -73 0 0 100% Profit Before tax 631 461 838 32.8% 81.8% PBT Margin % 13.6% 7.8% 14.3% 61 bps 650 bps *Revenue figures do not include other operating income. Slide 10 Success Stories SKF First-quarter report 2026 • PV Customer New Business won: • Application: Front & Rear Wheel PV Wheel end June 26 The issue and solution : • A large passenger vehicle manufacturer wanted a techno commercially robust and competitive wheel bearing solution with their aim to maximize local content at vehicle level, minimize forex exposure, and mitigate supply chain risks arising from geopolitical uncertainties. • SKF through persistent customer engagement and value-based selling. provided techno-commercial proposal meeting their program objectives with production from India footprint. Benefits for Customer & SKF: • For SKF – First wheel bearing business win with this customer, laying strong foundation for long term, enhancing SKF as trusted partner for future platform opportunities. • For Customer – Global supplier with Local footprint providing strong value proposition on optimized friction to enhance EV battery range. • SKF’s > 95% localization, enables the customer to secure PLI incentives under ‘Make in India / Atmanirbhar Bharat’ initiatives. Awards & Recognition RECOGNITIONS Awards from OEM partners BEST DELIVERY SUPPLIER CONFERENCE SUZUKI MOTORCYCLE INDIA · SMIPL Divgi Torq Transfer Solutions Special Recognition – Technical Supplier Best Delivery Award — Proprietary Group partner ▸Successful customer onboarding in 2024 ▸Formal recognition at Annual Supplier Conference ▸Fastest legal sign-off & S-Portal go-live ▸Partnership performance across the value chain ▸Timely PPAP & sample approvals ▸Preferred, trusted partner on improving efficiency on newly Launched EV Reducers. ▸>98% delivery ratings since SOP ▸Reinforces SKF's role in India's mobility ecosystem ▸Smooth system integration on SAP platforms CSR Wins Road to Bronze: India's Gothia Cup Journey Gothia Cup Meet the World with SKF The Grand Send-Off Men in Blue win Bronze ‘MeettheWorld' football The shortlisted contingent The Special Olympics Bharat team tournament, a global SKF received a grand send-off during played 6 matches and defeated initiative, in partnership with the ceremony held at the Embassy Finland to receive a Bronze medal Special Olympics Bharat. of Sweden in New Delhi on 10th of in the finals. This win re-affirmed 200 athletes participated from 20 July 2026. The Ambassador of that Sports when leveraged states between April 6th to 10th in Sweden to India, Cabinet Ministers meaningfully, can create a more the ‘Meet the World’ tournament in and SKF Leadership offered inclusive world, where Gwalior for the qualifying round to wishes to the team for a opportunities are endless. the Gothia Cup. successful tournament SUSTAINABILITY SKF India Automotive Plants Achieve Decarbonized Status Bangalore Haridwar • All 3 plants have achieved >98% Renewable energy sourcing • SKF is committed to achieving Net Zero in operations by 2030 and throughout the value cha [Showing first 8,000 characters — download PDF for full document]