SKF India Ltd
SKF India Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management said on revenue, margins and capex.
Guidance rank: #43 of 100 in Industrial Products
See the sector's top 10 — free with your mobile number.
The short version
Automotive sector expected to see strong growth, especially in smaller commercial vehicles driven by e-commerce and quick delivery. SKF India expects continued improvements in EBITDA, PBT, and higher growth post-demergers for automotive and industrial entities (Page 6).
From SKF India Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Automotive sector expected to see strong growth, especially in smaller commercial vehicles driven by e-commerce and quick delivery.
- Tractor segment growth anticipated to continue, supported by favorable monsoon predictions.
- Larger passenger vehicle (SUV) segment showing continued growth.
- EV segment is still small but growing.
- Industrial segments like railways, freight, passenger, metro, and infrastructure expected to have robust demand.
- Overall, the company expects continued improvements in EBITDA, PBT, and higher growth for both automotive and industrial entities post-demerger.
- Full year FY25 showed solid 8% sales growth; industrial up 10%, automotive 6%.
2 more points from SKF India Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what SKF India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Planned capex of INR 250 to 300 crores over the next 2 to 3 years, approximately doubling the current capex of INR 130 to 150 crores.
- Significant portion of capex focused on capacity expansion in Pune for both automotive and industrial segments.
- New factory setup specifically for industrial bearings adjacent to existing Pune automotive plant using existing land.
- Capex aims to address existing capacity shortages, especially in automotive, and to support industrial business growth.
- Investments include both new capacity addition and infrastructure upgrades rather than solely localization.
- Capex expected to continue doubling for the next 2 to 3 years to support demand and growth strategies.
2 more points from SKF India Ltd's call on capex
Create a free account to keep reading this call
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
See what SKF India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- SKF India Limited currently has orders in hand that will be invoiced over the next few months.
- There is a focus on managing inventory better through advanced forecasting and Sales & Operations Planning (S&OP) processes.
- Efforts are ongoing to tighten policies for improved inventory management.
- The buildup in inventory is partly to support automotive OEM customers anticipating higher demand.
2 more points from SKF India Ltd's call on order book
Create a free account to keep reading this call
SKF India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹596 Cr, net profit ₹52 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What SKF India's management said in earlier quarters
Others in Industrial Products this season
- Graphite India (Q4 FY25)
666 Crores, down 7.5% year-on-year (YoY) from Rs. Key concall takeaways from Graphite India Ltd's Q4 FY25 earnings call — and how it ranks against sector peers.
- Welspun Specialty Solutions (Q4 FY25)
Q4 FY25 Revenue: INR 2,085 million, up 33% YoY from INR 1,564 million in Q4 FY24 (Page 12, Page 11) . Key concall takeaways from Welspun Specialty Solutions…
- Grindwell Norton (Q4 FY25)
Revenue from Operations for FY 2024-25 is ₹2812 crores, a 4.6% increase from ₹2687 crores in FY 2023-24. Key concall takeaways from Grindwell Norton Ltd's Q4…
- PTC Industries (Q4 FY25)
Q4 FY25 Total Income:** ₹133.8 Cr, up 74.9% YoY from ₹76.5 Cr in Q4 FY24 (Page 6, 5). Key concall takeaways from PTC Industries Ltd's Q4 FY25 earnings call…
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
SKF India Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were SKF India Ltd Q4 FY25 results?
Automotive sector expected to see strong growth, especially in smaller commercial vehicles driven by e-commerce and quick delivery. SKF India expects continued improvements in EBITDA, PBT, and higher growth post-demergers for automotive and industrial entities (Page 6).
What is SKF India Ltd share price analysis?
SKF India Ltd currently shows a neutral. The stock trades at a P/E of 25.2 with a market cap of ₹7,465 Cr. Investors should review the full earnings analysis for detailed insights.
Is SKF India Ltd planning capital expenditure?
Planned capex of INR 250 to 300 crores over the next 2 to 3 years, approximately doubling the current capex of INR 130 to 150 crores.
Keep SKF India Ltd on your radar — track it to get its next earnings analysis in your feed.
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.