SKF India (Industrial) Ltd
SKF India (Industrial) Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
4 of 4 strong
The short version
SKF India Industrial aims to double its business in five years, targeting significant growth across sectors. SKF India (Industrial) Limited aims to double its business within five years, with aspirations for quicker growth if possible.
From SKF India (Industrial) Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- SKF India Industrial aims to double its business in five years, targeting significant growth across sectors.
- Major growth drivers include infrastructure expansion, steel capacity addition, cement capacity, and general machinery industries (motors, pumps, gearboxes).
- Railways and renewable energy, especially wind (25% of renewable energy addition), are key sectors driving growth.
- Order wins such as INR 140 crores from gearbox manufacturers and INR 35 crores from agricultural OEMs indicate good traction.
- Capacity expansion with a new Pune plant operational by 2028 to increase output and meet rising demand.
- Localization and innovation also support growth by improving competitiveness and expanding product offerings.
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Profitability & Margins
See what SKF India (Industrial) Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- SKF India Industrial is making a significant capital investment of around INR 850 crores to INR 950 crores.
- The investment primarily focuses on setting up a new, state-of-the-art factory in Pune.
- This new factory infrastructure includes the entire layout and transfer of existing production channels from the automotive factory to the new site.
- Additional capacity from this factory is expected to be operational by 2028, with existing machinery being upgraded until then to meet demand.
- The payback period for this investment is anticipated to be between 5 to 7 years.
- Besides the new factory, there are plans to add new production lines, including a tapered roller bearing line adding 3 million units annually to serve agriculture, gearbox, and aftermarket sectors.
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Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The order book is growing steadily with sustained growth over the last few quarters.
- Most OEM orders tend to be one-time or spread over one to two years, not lifetime contracts.
- Services contracts and condition monitoring contracts are typically longer term.
- Recent large orders include a significant INR 140 crores gearbox manufacturer contract, and a INR 35 crores contract with a leading agricultural tractor OEM.
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SKF India (Industrial) Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹946 Cr, net profit ₹119 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What SKF India (Industrial) Ltd's management said in earlier quarters
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Frequently Asked Questions
What were SKF India (Industrial) Ltd Q1 FY27 results?
SKF India Industrial aims to double its business in five years, targeting significant growth across sectors. SKF India (Industrial) Limited aims to double its business within five years, with aspirations for quicker growth if possible.
What is SKF India (Industrial) Ltd share price analysis?
SKF India (Industrial) Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 35.5 with a market cap of ₹13,636 Cr. Investors should review the full earnings analysis for detailed insights.
Is SKF India (Industrial) Ltd planning capital expenditure?
SKF India Industrial is making a significant capital investment of around INR 850 crores to INR 950 crores.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.