SKF India Ltd
SKF India Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #44 of 100 in Industrial Products
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The short version
The company anticipates a 6% to 8% CAGR in revenue growth through 2028. The company targets a PBT margin in the range of 11-12% in the near term, aiming for margin improvement over the long term.
From SKF India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company anticipates a 6% to 8% CAGR in revenue growth through 2028.
- Growth is expected to be driven primarily by the passenger vehicle and commercial vehicle segments, which have high potential.
- There will be a significant portfolio shift towards these segments with emphasis on premiumization and value-added products.
- Strategic focus includes new energy vehicles, emission norms compliance, and energy efficiency.
- Growth is also aimed at increasing localization, reducing reliance on traded goods.
- Expansion and capacity investments (around INR 500 crores from 2026-28) support this growth.
- Aftermarket business volumes are expected to remain flat, with OEM sales driving growth.
2 more points from SKF India Ltd's call on revenue
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Profitability & Margins
See what SKF India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- SKF India plans an investment of around INR 500 crores from 2026 to 2028.
- In FY 2026-27, about INR 200 crores of this capex is expected to be spent, with some spillover into early FY 2027-28.
- Capex is focused on:
- Increasing localization in automotive, reducing trading in industrial products.
- Expanding manufacturing capacities for automotive segments.
- Upgrading manufacturing capabilities to support growth and strategic priorities.
- The capex supports 6-8% CAGR revenue growth.
- New product lines will be introduced at Haridwar in 2026.
2 more points from SKF India Ltd's call on capex
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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
See what SKF India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- SKF India Limited's order book extends up to the year 2030.
- The current portfolio of wins spans across 2-wheelers, 3-wheelers, passenger vehicles, and commercial vehicles.
- Recent listings primarily include electric motor components and wheel hub bearings.
2 more points from SKF India Ltd's call on order book
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SKF India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): 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
Others in Industrial Products this season
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- Aeron Composites Ltd (Q4 FY26)
For H2 FY26, revenue from operations was ₹103 Cr; for H1 FY26, ₹118.8 Cr, totaling ₹221.8 Cr for FY26. Key investor presentation takeaways from Aeron Composites
Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were SKF India Ltd Q4 FY26 results?
The company anticipates a 6% to 8% CAGR in revenue growth through 2028. The company targets a PBT margin in the range of 11-12% in the near term, aiming for margin improvement over the long term.
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?
SKF India plans an investment of around INR 500 crores from 2026 to 2028.
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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.