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SKF India (500472) investor relations material
SKF India Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary7 Aug, 2025
Executive summary
Net sales grew 6.2% year-over-year to ₹12,831.5 million, led by 13% growth in the industrial segment, while automotive was flat at -0.4% and exports increased 6.2%.
Margins declined by 530 basis points due to demerger-related and one-time costs, higher employee expenses, increased depreciation, and adverse forex impact.
Net cash flow from operations increased 13% year-over-year to 2.2 BINR, supported by improved net working capital and lower inventory.
Demerger process is progressing, with board, shareholder, and creditor approvals received; NCLT decision expected in September and two entities to be listed by Q4 calendar year.
Unaudited Q1 FY26 results were approved by the Board and auditors, with an unmodified opinion issued.
Financial highlights
Industrial segment contributed 53% of sales and grew 13% year-over-year; automotive accounted for 39% and declined 0.4%; exports made up 8% of sales.
Standalone revenue from operations for Q1 FY26 was ₹12,831.5 million, with standalone profit at ₹1,186.0 million, down from ₹1,590.4 million in Q1 FY25.
Profit before tax margin dropped to 12.7% from 18% year-over-year, mainly due to demerger costs, employee costs, and FX losses.
Demerger and IT-related one-time costs, including INR 184 million for the quarter, drove margin contraction.
Forex loss of INR 136 million included in other expenses.
Outlook and guidance
Demerger aims to create two independent, focused companies to accelerate growth and profitability, with listing and trading anticipated after regulatory approvals.
Industrial segment expected to maintain double-digit growth, supported by localization and new capacity coming online in 2027-2028.
Automotive growth to accelerate with capacity expansion, targeting above-industry growth and further market share gains.
Margins expected to remain muted for the next year due to ongoing demerger costs, with a return to 16-19% margin range from 2028 onwards.
Long-term industrial revenue CAGR guided at 8-10%, with automotive at 10-12%.
Expected margin impact from demerger costs.
Industrial growth drivers for 8-10% CAGR.
Automotive capacity expansion timeline and impact.
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Q2 25/264 Nov, 2025
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