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18 அறிவிப்புகள் பொருந்தும் தாக்கம் 5+ Symbol: SKFINDIA
நடுநிலை தாக்கம் 5/10 நிதி முடிவுகள்

SKF India Q2 FY27 Call: Sales Up 16% YoY; EBITDA Margin Drops 255 Bps QoQ on COGS Pressure

SKF India released its Q2 FY27 analyst call transcript following its performance review. Product sales increased 16% YoY and 2% QoQ, driven predominantly by volume growth across automotive segments. However, EBITDA margins contracted by 255 bps QoQ due to steel price inflation and supplier cost revisions, creating a timing lag before customer price pass-throughs take effect. Net working capital improved to 18.8% of sales, down 2.9% YoY. Management highlighted hybrid transmission driveline customer wins and confirmed local production of ceramic bearings for EV platforms.

நடுநிலை தாக்கம் 5/10 நிதி முடிவுகள்

SKF India Reports Q2 FY27 Net Sales of ₹563.9 Cr, Up 16% YoY; EBITDA Margin at 14.5%

SKF India reported Q2 FY27 net sales of ₹563.9 Cr (5,639 MINR), registering a 16% YoY growth driven primarily by volume expansion (+15.7%). EBITDA for the quarter stood at ₹86.5 Cr (865 MINR) with an EBITDA margin of 14.5%, up 155 bps YoY but down 255 bps QoQ. For H1 FY27, net sales rose 19% YoY to ₹1,115.1 Cr while PBT (excluding exceptional items) increased to ₹153.6 Cr with margins expanding 126 bps YoY to 13.0%. The company also announced a driveline business win for hybrid transmissions with a leading passenger vehicle OEM and launched its new brand 'SKF Vertevo'.

நேர்மறை தாக்கம் 7/10 நிதி முடிவுகள்

SKF India Q2 Revenue Rises 20.1% YoY to ₹595.8 Cr, Launches SKF Vertevo Brand

SKF India announced its standalone financial results for Q2 FY27, reporting revenue from operations of ₹595.8 Cr (INR 5,958 Mn), up 20.1% YoY from ₹495.9 Cr. EBITDA grew 34.5% YoY to ₹86.5 Cr (INR 865 Mn) with margins expanding 155 bps to 14.5%. Profit before tax surged 77.2% YoY to ₹69.8 Cr (INR 698 Mn). Along with earnings, the company launched its standalone automotive brand identity, 'SKF Vertevo', marking its ongoing post-demerger restructuring.

நேர்மறை தாக்கம் 7/10 விரிவாக்கம்

SKF India Approves ₹140.4 Cr Capex for Haridwar & Pune Plants, Launches New Brand

SKF India's Board approved a multi-stage capacity expansion across its Haridwar and Pune manufacturing facilities with a total planned investment of ₹140.4 Cr (1,404 MINR). At Haridwar, 2 channels will be added for deep groove ball bearings (DGBB) with ₹62.6 Cr capex to expand beyond its current ~90% capacity utilization. At Pune, capacity enhancement plus 1 new channel for tapered roller bearings (TRB) will require ₹77.8 Cr capex where utilization stands at ~85%. The company also launched a new mobility-focused brand identity, 'SKF Vertevo', while keeping the corporate name unchanged.

நடுநிலை தாக்கம் 5/10 நிதி முடிவுகள்

SKF India Q1 FY27 Concall: Revenue at ₹590 Cr (+27% YoY), FY27 Capex Planned at ₹170-180 Cr

SKF India published its Q1 FY27 earnings conference call transcript, discussing operating performance following the corporate demerger of its industrial undertaking. The company reported quarterly revenue of INR 5.9 billion (₹590 crore), representing 27% YoY growth with PBT margin improving to 14.3% as one-off demerger expenses normalized. Sales mix was comprised of automotive OEMs (62%), aftermarket (20%), SKF Industrial (10%), and exports (8%). Management outlined planned capex of INR 170-180 crore for FY27 as part of an ongoing INR 500 crore capex program targeted for completion by FY28.

📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்

நேர்மறைஎதிர்மறைநடுநிலைகவனம்
நேர்மறை தாக்கம் 6/10 நிதி முடிவுகள்

Q1 FY27 Revenue up 27.1% YoY to ₹587.8 Cr; EBITDA Margin Expands to 17.1%

SKF India released its Q1 FY26-27 investor presentation reporting revenue from operations of ₹587.8 cr, up 27.1% YoY but down 1.1% QoQ. Operational performance saw a sharp sequential rebound with EBITDA reaching ₹100.4 cr (up 44.6% QoQ) and EBITDA margin expanding 540 bps QoQ to 17.1%. Profit before tax rose 32.8% YoY and 81.8% QoQ to ₹83.8 cr, aided by 22.8% YoY sales volume growth. The company also highlighted a new passenger vehicle wheel bearing platform win with >95% localization.

நேர்மறை தாக்கம் 7/10 நிதி முடிவுகள்

27.1% Revenue Growth in Q1 FY27; SKF India Reports PAT of ₹61.8 Cr Post-Restructuring

SKF India reported a strong 27.1% YoY revenue growth to ₹587.79 Cr for Q1 FY27, driven by broad-based demand across automotive segments including 2W, 3W, and passenger vehicles. EBITDA margins remained stable at 17.1%, compared to 17.0% in the same quarter last year. Profit After Tax (PAT) from continued operations stood at ₹61.84 Cr, reflecting a resilient start to the fiscal year following the company's corporate restructuring. The results include exceptional items related to demerger expenses and new regulations.

நடுநிலை தாக்கம் 6/10 BOARD_MEETING

Rs 40 Dividend and Rs 2,529 Cr Related Party Transactions Proposed in SKF India AGM Notice

SKF India has scheduled its 65th Annual General Meeting (AGM) for August 14, 2026, to approve a final dividend of Rs 40 per share. A critical agenda item is the approval of material related party transactions (RPT) with the demerged entity, SKF India (Industrial) Limited, totaling up to Rs 2,529.1 crore for FY 2026-27. This RPT limit is substantial, representing approximately 67.2% of the company's TTM revenue of Rs 3,763 crore. Additionally, RPTs with SKF GmbH worth Rs 470.1 crore are proposed for shareholder approval.

கண்காணிப்பு தாக்கம் 8/10 நிதி முடிவுகள்

SKF India Q4 FY26: Revenue Grows 15% YoY to ₹5.55B; Sustainable Margins Guided at 11-12%

SKF India reported a 14.8% YoY increase in Q4 FY26 revenue to INR 5.55 billion, driven by strong volumes in the automotive OEM segment. However, PBT margins for the quarter fell to 9%, impacted by the absence of one-off gains seen in Q3 and a changing product mix. For the full year FY26, revenue reached INR 20.3 billion with a 12.3% PBT margin. Management has provided a cautious near-term margin guidance of 11-12%, focusing on long-term growth through EV-related order wins.

எதிர்மறை தாக்கம் 8/10 நிதி முடிவுகள்

SKF India Q4 FY26 Revenue Up 14.8% YoY to ₹555 Cr; PBT Margins Slump to 9%

SKF India reported a 14.8% YoY increase in Q4 FY26 revenue to ₹5,550 million, driven by volume growth in the OEM segment. However, profitability faced significant pressure as PBT (excluding exceptional items) dropped 51.7% YoY to ₹534 million, with margins contracting sharply to 9% from 22.5% a year ago. For the full year FY26, revenue grew 12.8% to ₹20,304 million, while PBT margins fell to 12.3% due to higher operating costs. Despite margin headwinds, the company secured new business wins worth ₹656 million, particularly in the EV and automotive segments.

நடுநிலை தாக்கம் 8/10 நிதி முடிவுகள்

SKF India Q4 Revenue Rises 20.7% to ₹5,945M; PBT Declines on Restructuring Costs

SKF India reported a robust 20.7% YoY growth in standalone revenue for Q4 FY26, reaching INR 5,945.4 million, driven by strong demand in the automotive sector. However, Profit Before Tax (PBT) for the quarter dropped significantly to INR 461 million from INR 1,107.4 million in the previous year. This decline is largely attributed to exceptional non-recurring expenses related to the company's corporate restructuring and demerger process. For the full year, revenue grew 15.4% to INR 21,295.9 million, while the company continues its transition into two independent entities.

நேர்மறை தாக்கம் 8/10 டிவிடெண்ட்

SKF India Recommends ₹40 Dividend and Appoints Mayank Holani as New CFO

SKF India has recommended a final dividend of ₹40 per equity share for the financial year ended March 31, 2026, subject to shareholder approval at the upcoming AGM. The company has fixed July 3, 2026, as the record date for dividend eligibility, with the 65th AGM scheduled for August 14, 2026. In a significant leadership change, Mayank Holani has been appointed as the Chief Financial Officer effective May 14, 2026, following the resignation of interim CFO Aashi Arora. The board also approved the annual audited financial results for FY26 with an unmodified audit opinion.

நடுநிலை தாக்கம் 6/10 நிர்வாகம்

SKF India Shareholders Approve Appointment of Three New Non-Executive Directors

SKF India shareholders have officially approved the appointment of three new Non-Executive, Non-Independent Directors via a postal ballot concluded on March 17, 2026. The appointees, Mr. Antonio Molle, Mr. Bastian Thomas, and Mr. Magnus Lennart Prick, have been serving as additional directors since January 13, 2026. These individuals bring extensive global experience from the SKF Group and other automotive leaders like BMW and Volvo, covering operations, sales, and legal governance. This move strengthens the board's alignment with the global parent company's strategic and operational standards.

நேர்மறை தாக்கம் 8/10 நிதி முடிவுகள்

SKF India Q3 Standalone Revenue Grows 16.3% QoQ to ₹5,766 Million Post-Demerger

SKF India reported its first set of financial results following its corporate restructuring, showing a 16.3% sequential growth in standalone revenue to ₹5,766.4 million. Profit before exceptional items and tax nearly doubled quarter-on-quarter to ₹964.4 million, reflecting strong operational fundamentals. However, reported Profit Before Tax (PBT) declined to ₹863.4 million due to non-recurring expenses related to the demerger and new regulations. The company also announced a significant CAPEX plan of ₹4,100–5,100 million by 2030 to expand manufacturing for EVs and two-wheelers.

எதிர்மறை தாக்கம் 8/10 நிதி முடிவுகள்

SKF India Q3 Net Profit Drops 43% YoY to ₹620 Million; Revenue Declines 54%

SKF India reported a significant decline in its financial performance for the quarter ended December 31, 2025. Consolidated revenue from operations fell by 54.1% YoY to ₹5,766.4 million, while net profit decreased by 43.4% to ₹620 million. The sharp drop in revenue appears linked to the deconsolidation of its industrial subsidiary as of September 30, 2025. Exceptional items of ₹101 million further impacted the bottom line during the quarter.

நடுநிலை தாக்கம் 6/10 நிர்வாகம்

SKF India Reconstitutes Board with 3 New Appointments and 3 Resignations

SKF India has announced a significant reshuffle of its Board of Directors, effective January 13, 2026. The company has appointed Magnus Lennart Prick, Bastian Thomas, and Antonio Molle as Additional Directors, bringing extensive global experience from the SKF Group and automotive giants like Volvo and BMW. Simultaneously, Kerstin Enochsson, Karl Robin Joakim Landholm, and Mukund Vasudevan have resigned from their positions as Non-Executive Directors due to other commitments. This transition appears to be a strategic alignment with the global SKF Group's leadership and operational focus.

நடுநிலை தாக்கம் 6/10 மற்றவை

SKF India Promoter AB SKF Transfers 52.58% Stake to Subsidiary SKF Interim AB

Aktiebolaget SKF (AB SKF), the promoter of SKF India, has transferred its entire 52.58% stake to its wholly-owned subsidiary, SKF Interim AB. This off-market transaction involved 25,992,059 equity shares and was executed for no consideration as a shareholder contribution under Swedish law. The transfer is an internal restructuring within the promoter group and is exempt from open offer requirements under SEBI (SAST) Regulations. There is no change in the ultimate control or total promoter holding of the company.

நடுநிலை தாக்கம் 5/10 ஒழுங்குமுறை

SKF Interim AB to acquire 52.58% stake in SKF India from Aktiebolaget SKF

SKF Interim AB will acquire 25,992,059 equity shares, representing 52.58% of SKF India's total shareholding, from Aktiebolaget SKF (AB SKF). This is an inter-se transfer between the promoter and its wholly-owned subsidiary. The transaction is executed off-market and at no consideration, as AB SKF is making an unconditional shareholder contribution under Swedish law. This transfer falls under the exemption provided by Regulation 10(1)(a)(iii) of SEBI SAST Regulations.

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