SKF India Indus.
SKF India Indus. Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
SKF India plans to invest around INR 800 crores over the next 4-5 years, mainly to set up a new Pune manufacturing plant, expanding capacity especially for DGBB and TRB product lines. SKF India (Industrial) Limited expects growth to continue at around 8% annually until the new Pune plant is commissioned, likely by 2028.
From SKF India Indus.'s Q4 FY26 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- SKF India plans to invest around INR 800 crores over the next 4-5 years, mainly to set up a new Pune manufacturing plant, expanding capacity especially for DGBB and TRB product lines.
- Interim growth is expected to continue at around 8% until the new plant is operational in 2028, supported by job work manufacturing and optimizing existing channels.
- Additional sourcing from other SKF global factories, such as Ahmedabad and Nilai, will supplement demand during the plant ramp-up phase.
- The company aims for substantial volume growth driven by localization and increased product portfolio, including hybrid bearings for high-speed and high-current applications.
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Profitability & Margins
See what SKF India Indus. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- SKF India (Industrial) Limited has planned a total capex of around INR 800 crores over the next 4-5 years (FY26 to FY30).
- A significant portion of this investment is dedicated to setting up a new plant in Pune, expected to be commissioned by the end of calendar year 2028.
- Investments also include capacity expansion in product lines such as Deep Groove Ball Bearings (DGBB) and Tapered Roller Bearings (TRB).
- The capex is focused on plant and machinery to add manufacturing capacity, not warehouses.
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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 transcript on page 11 does not explicitly mention the current or expected order book or pending orders in quantitative terms.
- It highlights significant wins, such as a recent order worth approximately INR 32.5 crores from a major tractor company expanding its India facility.
- The business is experiencing solid OEM growth driven by segments like wind (91% Q-o-Q growth), metals (steel companies like Tata Steel and SAIL), and railways (around 12% growth).
- Localized product manufacturing and increased orders in wind, railway, and agricultural tractor sectors contribute to a growing order pipeline.
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SKF India Indus. — 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 Indus. Q4 FY26 results?
SKF India plans to invest around INR 800 crores over the next 4-5 years, mainly to set up a new Pune manufacturing plant, expanding capacity especially for DGBB and TRB product lines. SKF India (Industrial) Limited expects growth to continue at around 8% annually until the new Pune plant is commissioned, likely by 2028.
What is SKF India Indus. share price analysis?
SKF India Indus. currently shows a neutral. 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 Indus. planning capital expenditure?
SKF India (Industrial) Limited has planned a total capex of around INR 800 crores over the next 4-5 years (FY26 to FY30).
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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.