Skf India Limited · NSE:SKFINDIA
Skf India — Q1 FY2026-27 Earnings Presentation
20 slides from Skf India's earnings presentation, Aug 17, 2026
Slide 1: Regulation 30 intimation to stock exchanges
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
Slide 2: SKF India Limited – Investors Earnings call
SKF India Limited – Investors Earnings call 2Q26: April – June 2026 17th August 2026
Slide 3: Disclaimer
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 bel
Slide 4: Agenda
Agenda 1. Macro Key Indicators 2. Quarterly Highlights – Q1, FY 2026-27 3. Success Stories 4. Q&A Slide 3
Slide 5: Key Indicators Update
Key Indicators Update SKF First-quarter report 2026
Slide 6: Major Sectors Performance | Favorable macroeconomic indicators supported higher automotive production YoY
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 53.9 54.4 4.3% 3.9% 4.1% 4.8% 1.8% 2Q25 3Q25 4Q25 1Q26 2Q26* II
Slide 7: Quarterly Highlights – Q1 FY 2026-27
Quarterly Highlights – Q1 FY 2026-27 SKF First-quarter report 2026 1
Slide 8: Summary | Strong sales & Stabilizing profitability
Summary | Strong sales & Stabilizing profitability 2Q26: April to June 2026 Revenue EBITDA PBT% 5.9 BINR 17.1% 14.3% ▲ 27.1% YoY ▲ 7 bps YoY ▲ 61 bps YoY ▼ 1.1% QoQ ▲ 540 bps QoQ ▲ 527 bps QoQ* *Excludes exceptional items: 1Q26 – 73 MINR
Slide 9: Sales | YoY +22% & QoQ -0.7%
Sales | YoY +22% & QoQ -0.7% Net sales by quarter, MINR % Growth, YoY % Growth, QoQ 8,000 Net sales PBT Margin 45.0% -0.7% +22.1% 40.0% 7,000 311 5,383 5,550 5,512 35.0% 5,550 6,000 1,029 5,512 5,512 4,861 30.0% -349 5,000 4,514 4,514 +5.6% 25.0% -6.3% 4,000 -31 +22.8 % 16.7% -0.7 % 20.0% 3,000 13.7
Slide 10: Sales | Segment Mix
Sales | Segment Mix OE VA Exports SKF Industrial 5,550 4,514 5,512 0% 7% 6% 10% 8% 8% 27% 20% 20% 65% 67% 62% Q4FY26 Q1FY26 Q1FY27 *Revenue figures do not include other operating income. Slide 9
Slide 11: Sales | Summary P&L
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
Slide 12: Success Stories
Success Stories SKF First-quarter report 2026
Slide 13: New Business won: PV Wheel end June 26
• 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 fo
Slide 14: Awards & Recognition H1
Awards & Recognition RECOGNITIONS H1 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 rec
Slide 15: Road to Bronze: India's Gothia Cup Journey H1
CSR Wins Road to Bronze: India's Gothia Cup Journey H1 Gothia Cup Meet the World with SKF The Grand Send-Off Men in Blue win Bronze ‘Meet the World' football The shortlisted contingent The Special Olympics Bharat team tournament, a global SKF received a grand send-off during played 6 matches and def
Slide 16: SKF India Automotive Plants Achieve Decarbonized Status
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 chain by 2050 Pune
Slide 17: Safeguarding what is precious – SKF's commitment to water stewardship
SUSTAINABILITY Safeguarding what is precious – SKF’s commitment to water stewardship • Bangalore site achieves Water Positivity by 2 times • Haridwar site achieves Water Positivity by 2.57 times.
Slide 18: SKF at Maruti Suzuki India Limited (MSIL) Tech Day
DRIVING EFFICIENCY THROUGH SUSTAINABILITY SKF at Maruti Suzuki India Limited (MSIL) Tech Day • 400+ stakeholder engagements across engineering, platform, and EV teams. • Showcased SKF solutions for both ICE and EV applications. • Strong interest in Low Friction Hub Bearing Unit and E-drive Conductiv
Slide 19: Q&A
akFr Q&A Confidentiality: C2 - Internal
Slide 20: Slide 20