SKP Bearing Industries Ltd
SKP Bearing Industries Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
The short version
SKP is steadily increasing capacity from about 80-100 tons earlier to around 1,800 tons now, operating at ~80% utilization (Page 20). - Expects positive growth outlook for the India entity and good customer feedback on products (Page 20). - Export revenue targeted to grow from 5-10% this year to approx. SKP expects significant improvement in performance during FY27, with a positive outlook for the India entity and ball manufacturing segment.
From SKP Bearing Industries Ltd's Q1 FY27 earnings-call transcript · updated 14 Sept 2026.
Revenue & Sales Performance
- SKP is steadily increasing capacity from about 80-100 tons earlier to around 1,800 tons now, operating at ~80% utilization (Page 20).
- Expects positive growth outlook for the India entity and good customer feedback on products (Page 20).
- Export revenue targeted to grow from 5-10% this year to approx. 20% in 2-3 years, with organic growth (Page 18).
- New customer additions and increased share of business from existing customers are driving growth (Pages 16, 11).
- Ball plant aiming to increase utilization from 17% in Q1 FY27 to 50%-60% in near term, potentially generating ~INR30 crore revenue at 50% utilization (Pages 7, 16).
2 more points from SKP Bearing Industries Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what SKP Bearing Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Majority of major CapEx already completed; current CapEx is normal and ongoing (de-bottlenecking, R&D, machine upgrades).
- No substantial new CapEx expected that will significantly impact expenses.
- Some customer-need-based investments possible, linked to projected volumes and specific testing or requirements.
- France subsidiary requires continued capital infusion until break-even; losses have reduced but compliance and social contribution costs persist.
- Potential new investments under consideration for future growth and new customer requirements in France, but not finalized.
- CapEx for FY27 and FY28 primarily normal expansion, machinery upgrades, and quality improvements.
2 more points from SKP Bearing Industries Ltd's call on capex
Pro opens every point from 15K+ earnings calls
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 SKP Bearing Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- SKP has received letter of nominations from approximately 3 to 4 global sites for Indian entity and others for French entity, with business already started.
- Exports percentage is slowly increasing, reflecting order book growth.
- For the ball plant, about 4 to 5 customers are in the sampling stage, with commercial terms mostly settled for others, awaiting customers' decision to switch sourcing from China or current suppliers.
- Management highlighted a customer opportunity with potential revenue of approx. INR 100 crore by FY30 across global facilities, progressing well with steady order conversion visibility.
- Sample submissions and validations with key French customers are ongoing, expected to drive order ramp-up and improve utilization in coming quarters.
2 more points from SKP Bearing Industries Ltd's call on order book
Pro opens every point from 15K+ earnings calls
SKP Bearing Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹25 Cr, net loss ₹1 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What SKP Bearing's management said in earlier quarters
Arthneeti Pro · Annual
SKP Bearing Industries 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 SKP Bearing Industries Ltd Q1 FY27 results?
SKP is steadily increasing capacity from about 80-100 tons earlier to around 1,800 tons now, operating at ~80% utilization (Page 20). - Expects positive growth outlook for the India entity and good customer feedback on products (Page 20). - Export revenue targeted to grow from 5-10% this year to approx. SKP expects significant improvement in performance during FY27, with a positive outlook for the India entity and ball manufacturing segment.
What is SKP Bearing Industries Ltd share price analysis?
SKP Bearing Industries Ltd currently shows a neutral. The stock trades at a P/E of 481.1 with a market cap of ₹284 Cr. Investors should review the full earnings analysis for detailed insights.
Is SKP Bearing Industries Ltd planning capital expenditure?
Majority of major CapEx already completed; current CapEx is normal and ongoing (de-bottlenecking, R&D, machine upgrades).
Keep SKP Bearing Industries 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.