Skf India (industrial) Ltd. · NSE:SKFINDUS
Skf India (industrial) — Q1 FY2026-27 Earnings Presentation
18 slides from Skf India (industrial)'s earnings presentation, Aug 14, 2026
Slide 1: Submission of Presentation for Analyst/Institutional Investor Meeting
Date: 14th 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
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Slide 3: SKF India (Industrial) Limited Investor Presentation Q1 FY2026-27
SKF INDIA (INDUSTRIAL) LIMITED INVESTOR PRESENTATION Q1 FY2026-27
Slide 4: Disclaimer & Forward-Looking Statements
DISCLAIMER & This presentation relates to SKF India (Industrial) Limited’s results for Q1 FY27. Certain statements made during this presentation FORWARD-LOOKING may be forward-looking in nature, subject to risks and STATEMENTS uncertainties, and actual results may differ materially. Such statements
Slide 5: Macro Indicators, Strategic Growth Drivers, Financial Highlights, Summary
MACRO INDICATORS STRATEGIC GROWTH DRIVERS FINANCIAL HIGHLIGHTS SUMMARY
Slide 6: Economy Continues to Remain Strong Despite Middle East Headwinds
ECONOMY CONTINUES TO REMAIN STRONG DESPITE MIDDLE EAST HEADWINDS GDP INFLATION INDUSTRIAL PRODUCTION (IIP) 8.3% 5.7% 8.0% 7.8% 5.4% 3.9% 7.0% 6.8% 4.3% 3.1% 3.8% 2.7% 3.4% 1.7% 0.8% QUARTER VIEW QUARTER VIEW QUARTER VIEW • Economic activity remains robust • ME war & irregular monsoon adversely • Ind
Slide 7: India Infrastructure Momentum Continues to Drive Growth in Core Industries
INDIA INFRASTRUCTURE MOMENTUM CONTINUES TO DRIVE GROWTH IN CORE INDUSTRIES CONSTRUCTION STEEL WIND 44.0 57 7,023 7,178 6,640 6520 6350 56 42.0 55 41.7 41.4 53 40.0 52 VALUE ADDED TO GDP (BINR) METRIC TONNE GW Production remains above 42 MT, reflecting 4th largest wind capacity in the world Expected
Slide 8: Macro Indicators, Strategic Growth Drivers, Financial Highlights, Summary
MACRO INDICATORS STRATEGIC GROWTH DRIVERS FINANCIAL HIGHLIGHTS SUMMARY
Slide 9: Strategic Priorities Continue to Strengthen Growth and Profitability
STRATEGIC PRIORITIES CONTINUE TO STRENGTHEN GROWTH AND PROFITABILITY Localisation Innovation Digitalisation and People Focus Reliability Solutions Expanding Industrial- Empowering customers Enabling predictive Developing capability focussed manufacturing through innovative and monitoring with smart,
Slide 10: Localisation Investments Are Strengthening Competitiveness
LOCALISATION INVESTMENTS ARE STRENGTHENING COMPETITIVENESS Operationalized new Tapered Roller Bearing (TRB) manufacturing line Added capacity of 3 million units annually to support future growth. Strengthened ability to deliver faster and reduce exposure to imports.
Slide 11: Innovation Continues to Open New Growth Opportunities
INNOVATION CONTINUES TO OPEN NEW GROWTH OPPORTUNITIES Developed bearings with Customized CRB for wheel operating capability up to end for a leading Agri OEM 250°C for food segment Railway wheel-set bearing Energy efficient hybrid solutions extending bearings launched for next- maintenance intervals
Slide 12: Macro Indicators, Strategic Growth Drivers, Financial Highlights, Summary
MACRO INDICATORS STRATEGIC GROWTH DRIVERS FINANCIAL HIGHLIGHTS SUMMARY
Slide 13: Q1 26-27 Financial Highlights Overview
Q1 26-27 FINANCIAL HIGHLIGHTS OVERVIEW 1. REVENUE INR 9,708 MN GROWTH Delivered strong top-line growth in wind, general +18.3% YOY machinery & agriculture +2.6% QOQ 2. PBT INR 869 MN Margins reduced by 56 bps QoQ due to forex loss MARGIN MARGIN 9.0% 3. CASH FLOW INR 547 MN Strong cash flow from oper
Slide 14: Financial Overview Q1 26-27 v/s Q4 25-26
FINANCIAL OVERVIEW Q1 26-27 V/S Q4 25-26 QUARTERLY FINANCIALS In million INR Q1 26-27 Q4 25-26 % (q-o-q) Revenue 9,708 9,457 +2.6% OPM (PBT Margin %) 9.0% 9.5% -56 bps Profit before tax 869 900 -3.4% Net working capital 6,275 6,242 +0.5% NWC % of Revenue 17.5% 18.1% -0.6% Operating cash flow 547 1,8
Slide 15: Overview of Revenue Mix
FY 2027 OVERVIEW OF REVENUE MIX CUSTOMER MIX SEGMENT MIX KEY WINS 15% 12% Metals 11% 34% GM Wind 33% 26% 16% Wind : INR 140 Cr contract with a global gearbox OEM 52% 54% Argi& Rail Elec. 20% 15% Heavy Q4 25-26 Q1 26-27 12% Agri: INR 35 Cr contract with a Exports & SKF India (Auto) leading tractor OE
Slide 16: Macro Indicators, Strategic Growth Drivers, Financial Highlights, Summary
MACRO INDICATORS STRATEGIC GROWTH DRIVERS FINANCIAL HIGHLIGHTS SUMMARY
Slide 17: We Are Positioned for Sustainable and Profitable Growth
WE ARE POSITIONED FOR SUSTAINABLE AND PROFITABLE GROWTH 9.7 BINR 9.O% 63% Revenue from PBT Margin CASH Operations CONVERSION Focused Industrial INR 800-950 Crore Growth Benefiting from India's Building Competitive Growth Story Advantage Company Investment Plan Well positioned to outgrow Driving cust
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SKF India (Industrial) — Q1 FY2026-27 Earnings Presentation on 6ix