Skf India Limited · NSE:SKFINDIA
Skf India — Shareholder Meeting (August 2025)
23 slides from Skf India's shareholder meeting presentation, Aug 6, 2025
Slide 1: Regulation 30 Business Presentation Cover Letter
alF Date: 06th August 2025 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 Co
Slide 2: SKF India Limited 64th Annual General Meeting
Annexure A SKF India Limited 64th Annual General Meeting Mukund Vasudevan Managing Director Wednesday, 6th August 2025
Slide 3: Today's Agenda
About SKF India 1 2 Our Demerger Strategy Today's Agenda 3 SKF India – Key Drivers 4 Summary
Slide 4: About SKF India
About SKF India A trusted name in motion technologies since 1961 Innovative solutions to reduce nd IN | f) : friction and extend reliability aod ey What we offer across industries ni - | Tol 4 ae ay — _. 3 Where we stand 3 441 State-of-the-art Distributors manufacturing facilities 4 1,727 Offices Em
Slide 5: Our Purpose and Values
SKF Our Purpose and Values We lead by living our Purpose and shaping the Culture every day ... for a better Together, we tomorrow SKF purpose ... rotation ... re-imagine 4
Slide 6: Performance for FY 2024-25
SKF Performance for FY 2024-25 INR 49,199.2 Million INR 7,631 Million 7.65% YoY 3.72% YoY Revenue From Operations Profit Before Tax INR 5,658.1 Million INR 114.4 2.54% YoY 2.51% YoY Profit After Tax Earning Per Share 5
Slide 7: Historical Performance
SKF Historical Performance Revenue From Operations (in MINR) Profit Before Tax (in MINR) 49,199.20 7,631.00 43,049.20 45,701.30 7,329.20 7,357.90 36,658.90 5,309.60 26,707.30 3,965.90 FY 2020-21 FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 FY 2020-21 FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 Profit
Slide 8: Today's Agenda
About SKF India 1 2 Our Demerger Strategy Today's Agenda 3 SKF India – Key Drivers 4 Summary
Slide 9: Demerger Strategy
Demerger Strategy Unlocking the power of two for profitable growth What it means for Automotive What it means for Industrial Business? Business? o Deepen our position in e-mobility o Grow faster o Accelerate innovation for OEM o Deliver solutions tailored to each and customers Industrial vertical o
Slide 10: Demerger Timeline
SKF Demerger Timeline Demerger Implementation Schedule* Q4 CY 24 Q1 CY 25 Q2 CY 25 Q3 CY 25 Q4 CY 25 Board approval Filing of Application with Stock Exchange Observation letters from SE Filing with NCLT Shareholders meeting NCLT Approval Listing & Trading Our journey to transform into two fit-for-pu
Slide 11: Demerger Allocation
Demerger Allocation Automotive Business Industrial Business Bangalore 7 lines 3 lines Manufacturing Pune 12 lines 10 lines Facilities Haridwar 4 lines Bangalore ~85% ~15% Land Pune ~52% ~48% Haridwar ~100% Manpower ~55% to 60% ~40% to 45% 10
Slide 12: Today's Agenda
About SKF India 1 2 Our Demerger Strategy Today's Agenda 3 SKF India – Key Drivers 4 Summary
Slide 13: Key Drivers of our Business
L a } <1 oF Key Drivers of our Business Customers People Innovation Environmental Stewardship Manufacturing Excellence CSR 12
Slide 14: Customers at our Core - Industrial
SKF Customers at our Core - Industrial We help our industrial customers increase speed-to-market, enhance profitable growth and make their operations more sustainable o Drive Commercial o Co-create excellence – sell more innovative value customers solutions tailored for Indian OEMs o Lower total cos
Slide 15: Customers at our Core - Automotive
L a } <1 oF Customers at our Core - Automotive SKF's solutions boost productivity, improve efficiency, and drive sustainability across the automotive value chain o Partner with o Strengthen our OEMs to co- aftermarket develop services solutions o Enhance product quality o Deliver real-time benefits
Slide 16: Driving Consistent Innovation
Driving Consistent Innovation Smart Converter for Steel Mills Wind Energy An end-to-end Cutting-edge solution solution, including to enhance lifetime sealed bearings and reliability of wind best-in-class turbines condition monitoring: o End-to-end o Real time monitoring of visibility on Wind Turbine
Slide 17: Enhancing Manufacturing Excellence
L a } <1 oF Enhancing Manufacturing Excellence RONEON OPERATIONS STRATEGY o Footprint expansion for wheel end and CRB o Increased lean maturity across factories to reduce waste, bring down manufacturing cost Lean and enhance capacity utilization Lean Eliminate waste o Implementation of smart manufac
Slide 18: People Experience
L a } <1 oF People Experience Diversity, equity & inclusion (DEI) Health and Safety Parivartan | SHE LEADS | Career Climber A core priority across all SKF 39% 16.2% 17.5% 33% 25% Of all new hires Shopfloor Gender Diversity Reduction in Increase on in FY 2024-25 women across the accidents proactive s
Slide 19: Environment Stewardship
Environment Stewardship Climate Circularity Responsible transformation business Reducing emissions and Using resources responsibly Ensuring ethical, transparent, building climate and designing for longevity and sustainable operations resilience 28% 59% Zero Reduction in Scope 1 Waste Recycled Non-co
Slide 20: CSR Commitment
CSR Commitment WeGyaan – STEM Education Udaan – Scholarship for girls & Divyaang 4,00,000+ lives impacted YES – Youth Empowerment at SKF - Skill Development Water Sustainability – Environment 19
Slide 21: Today's Agenda
About SKF India 1 2 Our Demerger Strategy Today's Agenda 3 SKF India – Key Drivers 4 Summary
Slide 22: Summary
L a } <1 oO Summary o Strengthening +7.65% performance with Revenue from consistent revenue and operations profit growth o Executing our +2.54% intelligent, clean, and Profit after customer-centric tax strategy o Transforming into two +2.51% fit-for-purpose Earnings per organisations to unlock share
Slide 23: AiG
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