Skf Ab Class A · OMXSTO:SKF_A
Skf Ab Class A — SKF India (Industrial) — Q4 FY2026 Earnings Presentation
20 slides from Skf Ab Class A's earnings presentation, May 13, 2026
Slide 1: Intimation under Regulation 30 SEBI LODR cover letter
Al F Date: 13th May 2026 National Stock Exchange of India BSE Limited, Limited, Phiroze Jeejeebhoy Towers, Dalal Exchange Plaza, 5th Floor, Plot No. C-1, Street, Fort G Block, Bandra- Kurla Complex, Mumbai – 400001, Maharashtra, India Bandra (East), Mumbai – 400051, Maharashtra, India NSE Scrip Code
Slide 2: SKF India (Industrial) Limited – Investors Earnings call 4QFY26
SKF India (Industrial) Limited – Investors Earnings call 4QFY26: January - March 2026 13th May 2026
Slide 3: Disclaimer
alkF Disclaimer The purpose of this presentation is to share our Q4FY26 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 beli
Slide 4: Agenda
alkF Agenda 1. Executive Summary 2. Economy update 3. Quarterly highlights – 4QFY26 4. Strategy & Success Stories 5. Q&A Confidentiality: Slide 3 C2 — Internal
Slide 5: Summary: Solid net sales growth with margins improving QoQ
Summary| Solid net sales growth with margins improving QoQ. 1Q26: Jan to March 2026 ▲ 9.8% QoQ ▲ 1731 bps QoQ ▼ 2.8% QoQ 9.5 BINR 9.5%* 18.7% Net Sales PBT% NWC % of Sales • During the quarter ended Dec 31, 2025, the Company accounted certain demerger expenses for IT Cost, professional services and
Slide 6: Economy Update
Economy Update SKF First-quarter report 2025 11
Slide 7: Macro Update: GDP growth continues to remain strong despite inflation normalizing
alkF Macro Update| GDP growth continues to remain strong despite inflation normalizing in 4FYQ26 GDP Growth (y-o-y) 7.4% 7.8% 8.4% 7.8% 6.5% 5.6% 6.4% 6.5% 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 3Q26 4Q26* CPI- Inflation Growth (y-o-y) 5.6% 4.9% 4.2% 3.7% 2.7% 3.1% 1.7% 0.8% 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 3Q2
Slide 8: Major Sectors Performance: Industrial production continues to remain strong in 4QFY26
alkF Major Sectors Performance| Industrial production continues to remain strong in 4QFY26 IIP-Industrial Production Growth (y-o-y) Electricity Production (KGW) 30 .0 % 25 .0 % 20 .0 % 398 398 384 384 15 .0 % 358 10 .0 % 1.9% 0.5% 0.0% 5.0% 4.1% 4.3% 3.9% 4.5% -4.0% -5.5% 0.0% 1.8% -5.0% -10.0% 4Q25
Slide 9: Quarterly Highlights – 4QFY26
Quarterly Highlights – 4QFY26
Slide 10: Sales by quarter: Delivered strong growth of 9.8% QoQ driven by OEM
alkF Sales by quarter| Delivered strong growth of 9.8% QoQ driven by sales to OEM and inter-company sales Revenue from Operations by quarter, MINR Revenue from Operations Bridge, MINR Organic Growth % YoY 31% QoQ 14% -1% 6% 10% 78 175 73 9,457 796 8,610 -275 9,457 8,610 8,206 8,131 7,206 Distributio
Slide 11: Margin: Margins improved QoQ due to lower one-time demerger expenses
alkF Margin | Margins improved by 17.3% QoQ due to lower one-time demerger expenses Profit before tax & Margin %, MINR 20 00 Profit before tax, MINR 170 0 1,644 14 00 179 22.8% 1,801 971 1,014 -84 900 11 00 -183 35 900 -177 80 0 12.5% 50 0 11.8% 20 0 9.5% 4QFY25* 1QFY26 2QFY26 3QFY26** 4QFY26 -100 -
Slide 12: NWC: Improved significantly
alkF NWC | Improved significantly due to improved NWC Net working capital, MINR AR % of Net Sales 7,404 8,280 60 .0 % 89 00 86 00 NWC % of Net Sales 83 00 80 00 6,263 7700 6,030 740 0 80 00 60 .0 % 710 0 5,302 68 00 65 00 62 00 7700 590 0 56 00 20 .0 % 24.8% 53 00 20.9% 23.6% 50 00 7,081 17.5% 19.9%
Slide 13: Cash Flow: Improved significantly due to decline in NWC
alkF Cash Flow| Improved significantly due to decline in NWC Net cash flow from operations, MINR Net cash flow from operations, MINR CC% Cash Conversion % 263% 2,370 598 2,370 298 479 v 96 900 IN 3QFY26 4QFY26 PBT Non-Cash items NWC Tax Others** Operating cash-flow* (238) 4QFY26 * Cash flow from ope
Slide 14: Strategy & Success Stories
okKF Strategy & Success Stories
Slide 15: Strategic Priorities to 2028: ACES Strategy
alk F STRATEGIC PRIORITIES TO 2028 ACES STRATEGY A C E S Accelerate localization Commercial Excellence Execution Single SKF • Higher volume • Enhanced customer • High performance • Collaborate for growth of localized centricity teams success products • Innovation for growth Confidentiality: C2 - Int
Slide 16: Tractor business: Won 4 Projects worth ₹325 MINR
alkF Tractor business: Won 4 Projects worth ₹325 MINR Background: o One of the biggest tractor OEMs expanding India facility to become a global manufacturing hub SKF Industrial Actions & Offering: o SKF created a set of customer-specific offerings, including TRBs and CRBs o Involved from platform de
Slide 17: Local Commuter Trains: Development of TBUs ~₹30MINR/yr
alKF Local Commuter Trains: Development of TBUs ~₹30MINR/yr Customer Requirement SKF Solution Value Proposition • Compact solution with higher load • Suburban train load • Unitized Solution - capacity increasing from 18 Bearings + AB + Seal • Extended service life & improved reliability tons to 21 t
Slide 18: TRB capacity addition in Pune to grow business
TRB capacity addition in Pune to grow business in Agricultural, Off-highway, After-market + Export to EMEA Adoption of cutting-edge Technology and process optimization : • Installed high-speed machines • Significant productivity improvement (less manning) • Utilities and abrasive cost reduction by l
Slide 19: Q&A
okKF Q&A
Slide 20: Slide 20
SKF India (Industrial) — Q4 FY2026 Earnings Presentation on 6ix