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SKF India Ltd

Q4 FY25Industrial Products

SKF India Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹1,596
Market cap₹7.5K Cr
P/E25.2
Updated23 Aug 2026
Read4 min read

The short version

SKF India is focusing primarily on growth within the Indian market for both Automotive and Industrial segments, leveraging export opportunities but not prioritizing them currently. SKF India aims to accelerate growth and profitability by creating two focused entities (Automotive and Industrial) through demerger.

From SKF India Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • SKF India is focusing primarily on growth within the Indian market for both Automotive and Industrial segments, leveraging export opportunities but not prioritizing them currently.
  • Automotive business growth drivers include product innovation targeting low-friction bearings to address emission and safety challenges, with emphasis on electrification (EVs) and premiumization.
  • Industrial business growth will be driven by expanding distribution networks, value selling, critical applications focus for better pricing, and investment in services like remanufacturing and condition monitoring.
  • Both segments anticipate additional capital expenditures beyond the historical INR 150 crores annually to support capacity expansion and business growth.

2 more points management made on revenue & sales performance

Profitability & Margins

See what SKF India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Historical capex spend of around INR 150 crores annually for SKF India will continue for both Automotive and Industrial segments.
  • The INR 150 crores capex figure is combined; it is not INR 150 crores per segment.
  • Additional investment opportunities are being evaluated for both companies, especially as the Automotive business is running out of capacity and space.
  • Further investments will be made to support growth in both Automotive and Industrial businesses.
  • More detailed information on additional capex plans will be shared once finalized, expected in a few months.

2 more points management made on capital expenditure plans

Top-ranked in Industrial Products

Ranked on what management guided this quarter

5x potential
Rev 1Mar 1
2Shera Energy
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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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

The transcript from the SKF India Limited demerger call on April 09, 2025, does not explicitly mention details regarding the current or expected order book or pending orders. However, some related points can be inferred: - Focus remains strongly on expanding business within India across both Automotive and Industrial segments. - Automotive business is encountering capacity constraints, leading to evaluation of additional investments to grow capacity. - Industrial business is increasing distribution reach and localization to drive competitiveness. - Export contribution is currently small with primary growth focus on domestic market.

2 more points management made on order book & pipeline

SKF India Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹595 Cr, net loss ₹20 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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Frequently Asked Questions

What were SKF India Ltd Q4 FY25 results?

SKF India is focusing primarily on growth within the Indian market for both Automotive and Industrial segments, leveraging export opportunities but not prioritizing them currently. SKF India aims to accelerate growth and profitability by creating two focused entities (Automotive and Industrial) through demerger.

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?

Historical capex spend of around INR 150 crores annually for SKF India will continue for both Automotive and Industrial segments.

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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.