SKP Bearing Industries Ltd
SKP Bearing Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company has a very positive and optimistic outlook for future growth with good visibility on customer expansions and addition of value-added products (Page 23). SKP Bearing Industries has a very positive and optimistic future outlook, expecting good levels of new customers and clear visibility of future expansions (Page 23).
From SKP Bearing Industries Ltd's Q4 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- The company has a very positive and optimistic outlook for future growth with good visibility on customer expansions and addition of value-added products (Page 23).
- Target for standalone roller division revenue is INR 100 crore by FY29, up from around INR 80 crore in FY26 (Page 12).
- Roller plant capacity is expanding from 120 to 200 tons per month with about 70-78% utilization currently; full utilization expected by next year (Pages 13, 21).
- Ball plant utilization expected to reach 50-60% in the current year and potentially full utilization next year (Page 21).
- Growth is driven by both onboarding new global customers and increasing wallet share from existing customers (Page 13).
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Profitability & Margins
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Capital Expenditure Plans
- SKP is focused on expanding capacity, particularly in the roller division, increasing from around 1,320 tons to 1,700 tons per annum and targeting 2,400 tons in the near future (expected completion in FY27).
- Ball plant capacity was recently added with 2,000 metric tons per annum and utilization is increasing from 240 to 340 tons.
- Expansion activities are ongoing with staggered ramp-up due to customer validations and approvals.
- Investment plans include new product development and adding value-added products, which are at different stages of validation for future revenue.
- There is a strategic focus on operational efficiency, new technologies, and maintaining integrated supplier status for global customers.
- SKP aims for reaching 80-90% utilization in the ball plant as early as possible due to available capacity.
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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
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Order Book & Pipeline
- The company has discussed multiple large customers, some with over 100 plants globally, indicating significant order potential.
- There is visibility of future expansions and good customer levels, including new premium customers and increased wallet share from existing ones.
- Capacity allocations for the ball business are well-defined with gradual ramp-up expected to 50-60% utilization in the current year and full utilization potentially next year.
- The roller division is expanding capacity from around 1,320 tons (110 tons/month) to 1,700 tons and aiming for 200 tons/month soon, with around 70-78% utilization currently.
- New customer validations and order visibility for incremental production are confirmed, with both new and existing customers contributing to growth.
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SKP Bearing Industries Ltd — Quarterly revenue & net profit
Q4 FY26 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q4 FY26 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹25 Cr, net loss ₹1 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What SKP Bearing Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were SKP Bearing Industries Ltd Q4 FY26 results?
The company has a very positive and optimistic outlook for future growth with good visibility on customer expansions and addition of value-added products (Page 23). SKP Bearing Industries has a very positive and optimistic future outlook, expecting good levels of new customers and clear visibility of future expansions (Page 23).
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 451.2 with a market cap of ₹266 Cr. Investors should review the full earnings analysis for detailed insights.
Is SKP Bearing Industries Ltd planning capital expenditure?
SKP is focused on expanding capacity, particularly in the roller division, increasing from around 1,320 tons to 1,700 tons per annum and targeting 2,400 tons in the near future (expected completion in FY27).
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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.