SKF India Limited — Investor Meet, 21-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SKF India's NCLT meeting approved the demerger of its industrial business. Shareholders will receive one new share for every share held in the demerged entity (1:1 ratio). Management stated the demerger aims to create two "fit for purpose" companies for greater profitability and faster growth, enhancing shareholder value. CAPEX is set to significantly increase to 350-400 Cr annually for capacity expansion and a new industrial factory. Localization is key, with automotive at 95% and industrial targeting 70%. The move reflects a clear strategic focus on long-term value creation.