SKF India Ltd.
NSE: SKFINDIA · Automobile & Ancillaries
Sector
Automobile & Ancillaries
Size band
Small cap
Market cap
7,574cr
P/E
18.4
ROE
21.4%
Dividend yield
0.9%
No price is shown on this page, live or delayed. It records what management said on the earnings call, and the company’s filings.
Measured against
Peer set
Auto Ancillaries - Bearings · 4 measured at Q1 FY27 · financials via Screener| Company | Operating margin | Revenue growth |
|---|---|---|
| Schaeffler India Ltd. | 18.0% | 17.3% |
| Timken India Ltd. | 19.0% | 14.8% |
| SKF India Ltd. | 15.0% | −54.2% |
| NRB Bearings Ltd. | 17.0% | 19.4% |
| Menon Bearings Ltd. | 22.0% | 37.3% |
What management said
9 statements on recordEarnings call · Q1 FY2026-27 · 21 Aug 2026
- Revenue growth→close to 20%
“See, 27% is obviously very good growth, but we expect the revenue growth to be in the range close to 20%, right, much better than the 12% guidance we had given earlier, around 20% something.”
- Capacity addition / unlocking→about 5 million pieces this year· this year
“We have already unlocked about 5 million pieces this year by doing some technological upgradation of our assets, which are in ramping up stage.”
- Capex→INR170 - 180 crores at least· current financial year
“See this plan, I wouldn't right now comment on the capex for Q1, but it's largely this year, we are expecting to have a capex of about INR170 - 180 crores at least in the current financial year.”
- Capex→INR500 crores capex· largely over by FY28; some part could spill down to FY29
“Largely, if you look at FY basis, largely it would be over by FY28. Maybe some part could spill down to FY29, but largely it will be over by FY28.”
- EBITDA margin→17% margin· next 2 years or so
“Yes, this is what we expect.”
- New capacity revenue impact→next financial year· next financial year
“Yes. So next financial year, you will see the revenue impact of that.”
- Electric mobility business ramp-up→during 2028, more precisely towards the last quarter of the calendar year, 2028· calendar year 2028
“These are the businesses that will come on stream during 2028, more precisely towards the last quarter of the calendar year, 2028.”
Earnings call · FY 2025-26 · 20 Aug 2026
- capex→around 500 crore up to 2028· 2026 to 2028
“So CAPEX, we have planned CAPEX of around 500 crore up to 2028, starting from 2026, out of which around—in the range of around 180 crore, 170 to 200 crore will be spent in 2026 itself.”
- capex→170 to 200 crore· 2026
“So CAPEX, we have planned CAPEX of around 500 crore up to 2028, starting from 2026, out of which around—in the range of around 180 crore, 170 to 200 crore will be spent in 2026 itself.”
Taken from management commentary on the company’s earnings call and quoted verbatim. These are statements of intent made by the company, not forecasts by Bharatstox, and nothing here records whether they were met.
On air
8 calls · outcomes not trackedRecorded as stated on air, with the analyst's SEBI registration status where it was given. Anchor calls carry no registration and are marked. Bharatstox does not make, endorse or repeat these calls, and none of them is our view.
| Channel & show | Aired | Stated target | Stated stop | Outcome |
|---|---|---|---|---|
| Zee BusinessZee Business · no registration attached | 15 Oct | +17.5% | — | still open |
| Zee BusinessZee Business · no registration attached | 15 Oct | +101.0% | — | still open |
| Zee BusinessZee Business · no registration attached | 15 Oct | +32.9% | — | still open |
| Zee BusinessZee Business · no registration attached | 18 Aug | +39.2% | -10.4% | still open |
| Zee BusinessZee Business · no registration attached | 18 Aug | +27.1% | -10.4% | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +39.2% | -10.4% | still open |
| Zee BusinessZee Business · no registration attached | 17 Aug | +27.1% | -10.4% | still open |
| Zee BusinessZee Business · no registration attached | 13 Aug | +55.2% | — | still open |
Shareholding
change across 4 filings| Category | Sep 26 | Jun 26 | Mar 26 | Dec 25 | Change |
|---|---|---|---|---|---|
| Promoters | 52.6 | 52.6 | 52.6 | 52.6 | 0.0 |
| Foreign institutions | 7.2 | 6.9 | 7.1 | 7.0 | +0.2 |
| Domestic institutions | 25.5 | 27.2 | 27.0 | 26.7 | −1.2 |
| Retail & others | 14.8 | 13.4 | 13.3 | 13.7 | +1.1 |
As filed with the exchange for the periods ending Dec 25 to Sep 26.
Filings
latest 25 of 325- Copy of Newspaper Publication15 Oct 2026
- Certificate under SEBI (Depositories and Participants) Regulations, 20186 Oct 2026
- Trading Window23 Sept 2026
- We wish to inform you that trading window of the company shall remain closed from Thursday, 01st October 2026 till 48 hours after declaration of Financial results for the Second quarter ....23 Sept 2026
- Copy of Newspaper Publication21 Sept 2026
- We hereby inform you that the Company has published a newspaper advertisement titled "Notice with respect to Special Window for re-lodgment of transfer requests of physical shares" in Financial ....21 Sept 2026
- Analysts/Institutional Investor Meet/Con. Call Updates21 Aug 2026
- We are enclosing herewith the transcript of Analyst / Institutional Investor meeting held on Monday, 17th August 2026 at 1:00 pm.21 Aug 2026
- Updates20 Aug 2026
- We are enclosing herewith Transcript of the 65th Annual General Meeting of the company held on 14th August 2026.20 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates18 Aug 2026
- Updates17 Aug 2026
- Investor Presentation17 Aug 2026
- Updates14 Aug 2026
- Shareholders meeting14 Aug 2026
- Copy of Newspaper Publication14 Aug 2026
- Shareholders meeting14 Aug 2026
- Press Release13 Aug 2026
- Outcome of Board Meeting12 Aug 2026
- Analysts/Institutional Investor Meet/Con. Call Updates11 Aug 2026
- Copy of Newspaper Publication17 Jul 2026
- Updates16 Jul 2026
- Shareholders meeting16 Jul 2026
- Certificate under SEBI (Depositories and Participants) Regulations, 201814 Jul 2026
- Disclosure under SEBI Takeover Regulations30 Jun 2026
The 25 most recent of 325 filings we hold for SKFINDIA, back to January 2024. Every filing, by day.
Disclaimer
Guidance is quoted from management commentary on quarterly earnings calls; the words are the company's own and the targets are theirs, not ours. Peer comparisons use quarterly financials sourced from Screener, with every company measured at the same fiscal quarter; the peer set is companies sharing the same industry classification, and comparisons are descriptive, not a ranking or a view. Broadcast calls are reproduced as stated on air, attributed, with the analyst's SEBI registration status where given; they are not our calls and not our view. Filings are reproduced as companies filed them to the NSE and BSE; Bharatstox does not verify, endorse or comment on their contents. This page is for informational and educational purposes only and does not constitute investment advice, research, or a recommendation to buy or sell any security. Investing in securities markets is subject to market risks. Read all related documents carefully before investing.