Any current/future new fundraising through debt or equity?

SKP Bearing Industries Limited currently has no plans for new fundraising through debt or equity. The company is funding its capacity expansion projects internally and through contributions from directors. Specifically, the CapEx for expanding roller capacities is being met with internal resources and director funding. The company has stated they are not going to take any new external funding as of now. Despite ongoing investments, the company plans to keep its debt level stable around ₹28 crores by the end of the year. The focus is on investing heavily in expansions, particularly in Plant 2 a

Any current/future capex/capital investment/strategic investment?

SKP Bearing Industries is undertaking significant CapEx plans, especially focused on expanding capacities in Plant 2 (roller manufacturing), aiming to double its capacity within the next 1-2 years. Investment is also ongoing in new AI-enabled production lines, expected to start functioning substantially from Q3 FY26, which will drive revenue growth. Expansion and completion of Plant 3 (chrome steel ball plant) are underway, with focus on ramping up production after sample submissions and quality approvals. The company plans to fund CapEx primarily through internal resources and director contri

Future growth expectations in sales/revenue/volumes?

FY 25-26 consolidated revenue target: ₹100+ crores. FY 26-27 projected consolidated revenue: ₹150 to ₹200 crores. France subsidiary revenue target FY 25-26: €3-4 million; FY 26-27 target was earlier €5-6 million but may vary due to global conditions. New Plant 3 in India: Capacity of 200 tons, potential revenue ₹45-47 crores at stage one. Capacity utilization for rollers is near 90%, with plans to double capacity in 1-2 years. Real growth expected when new AI-driven lines start operation in Q3 and Q4 FY26. Expansion driven by global supply to global customers across various sectors

Future growth expectations in earnings/operating earnings/profits/EPS?

FY26 consolidated revenue projected at ₹100+ crores; FY27 expected between ₹150-200 crores. France subsidiary targeting revenue of €3-4 million in FY26, aiming for €5-6 million in FY27, with planned EBITDA breakeven next year. Operational growth largely driven by ramp-up of Plant 3 (chrome steel ball plant) with capacity ~200 tons and projected revenues around ₹45-47 crores (Stage 1). Focus on debottlenecking and doubling capacities in the roller segment over next 1-2 years. No major fundraising planned; CapEx funded internally and through directors. Long-term margin expectations pos

Current/ Expected Orderbook/ Pending Orders?

Plant 3 (chrome steel plant) has a projected capacity of 200 tons per annum. Customer tie-ups and volume commitments for Plant 3 are already identified and allocated. The plant is currently in the phase of sample submissions, quality approvals, and testing. Initial small production runs are expected before regular production begins. Ball plant utilization is around 50%, with scope to increase as customer approvals progress. Roller plant is already near full utilization (~90%) and undergoing capacity expansion. Customer orderbook includes large OEMs with orders that represent significant volume

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SKP Bearing Industries LtdQ2 FY25Industrial Products

SKP Bearing Industries Ltd Q2 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹152P/E: 46.6Market Cap: ₹248 CrSector: Industrial Products

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

Yes

Order

N/A

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3

→FY 25-26 consolidated revenue target: ₹100+ crores.
→FY 26-27 projected consolidated revenue: ₹150 to ₹200 crores.
→France subsidiary revenue target FY 25-26: €3-4 million; FY 26-27 target was earlier €5-6 million but may vary due to global conditions.
→New Plant 3 in India: Capacity of 200 tons, potential revenue ₹45-47 crores at stage one.
→Capacity utilization for rollers is near 90%, with plans to double capacity in 1-2 years.
→Real growth expected when new AI-driven lines start operation in Q3 and Q4 FY26.
→Expansion driven by global supply to global customers across various sectors like pharma, automotive, defense, textile, etc.
→Increasing exports gradually; FY25 exports at 5% of total revenue with plans to grow.
→Emphasis on technology transfer and capacity ramp-up from India and France plants to capture global markets.

Margin guidance

Category 3

→FY26 consolidated revenue projected at ₹100+ crores; FY27 expected between ₹150-200 crores.
→France subsidiary targeting revenue of €3-4 million in FY26, aiming for €5-6 million in FY27, with planned EBITDA breakeven next year.
→Operational growth largely driven by ramp-up of Plant 3 (chrome steel ball plant) with capacity ~200 tons and projected revenues around ₹45-47 crores (Stage 1).
→Focus on debottlenecking and doubling capacities in the roller segment over next 1-2 years.
→No major fundraising planned; CapEx funded internally and through directors.
→Long-term margin expectations positive; standalone margins stable though some quarterly margin fluctuations occur due to contract timings.
→Emphasis on global supply chain expansion and technological synergies, expecting stronger global customer approvals and export growth.
→PAT to remain positive on consolidated basis despite France losses in FY26.
→Investors encouraged to have patience due to long lead times for capacity ramp-up and approvals.

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Fundraise plans

Yes

→SKP Bearing Industries Limited currently has no plans for new fundraising through debt or equity.
→The company is funding its capacity expansion projects internally and through contributions from directors.
→Specifically, the CapEx for expanding roller capacities is being met with internal resources and director funding.
→The company has stated they are not going to take any new external funding as of now.
→Despite ongoing investments, the company plans to keep its debt level stable around ₹28 crores by the end of the year.
→The focus is on investing heavily in expansions, particularly in Plant 2 and Plant 3, without increasing external borrowings.

Order book

→Plant 3 (chrome steel plant) has a projected capacity of 200 tons per annum.
→Customer tie-ups and volume commitments for Plant 3 are already identified and allocated.
→The plant is currently in the phase of sample submissions, quality approvals, and testing.
→Initial small production runs are expected before regular production begins.
→Ball plant utilization is around 50%, with scope to increase as customer approvals progress.
→Roller plant is already near full utilization (~90%) and undergoing capacity expansion.
→Customer orderbook includes large OEMs with orders that represent significant volume once approvals complete.
→Quality Control Order (QCO) implementation in India is driving demand and compliance, potentially increasing orders.
→France unit is targeting €3-4 million revenue for FY25-26 with plans to recover lost customers and grow orderbook.
→Overall consolidated orderbook expected to support revenue of ₹100+ crore in FY26, rising to ₹150-200 crore in FY27.

Capex plans

Yes

→SKP Bearing Industries is undertaking significant CapEx plans, especially focused on expanding capacities in Plant 2 (roller manufacturing), aiming to double its capacity within the next 1-2 years.
→Investment is also ongoing in new AI-enabled production lines, expected to start functioning substantially from Q3 FY26, which will drive revenue growth.
→Expansion and completion of Plant 3 (chrome steel ball plant) are underway, with focus on ramping up production after sample submissions and quality approvals.
→The company plans to fund CapEx primarily through internal resources and director contributions without external borrowing currently.
→The CapEx is focused on debottlenecking existing segments and technological upgrades as part of a futuristic strategy.
→No plans for new fundraising for CapEx currently.
→The strategic acquisition of the French subsidiary aims at technology transfer and global customer base expansion, supporting overall growth and synergies.

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