SKF India Ltd
SKF India Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
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%.
- The company expects economy-related industrial production and infrastructure growth to sustain 6%-7% GDP growth in relevant sectors.
- Continued capacity expansion with capex doubling over next 2-3 years to support growing demand in both automotive and industrial segments.
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.
- Plans include increasing localization in industrial bearings to about 70%, up from current 30% plus.
- Capital deployment tailored separately to automotive and industrial business needs post-demerger.
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.
- Some inventory buildup is also related to expected orders in industrial segments like railways.
- Overall, the company is optimistic about demand and is proactively preparing to meet it with appropriate inventory and capacity planning.
SKF India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹595 Cr, net loss ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What SKF India Ltd's management said in earlier quarters
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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.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.