SKF India Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SKF India reported solid FY25 results: revenue at 4,919.9 Cr (up 7.65%) and PBT at 763.1 Cr (up 3.71%). The company is strategically demerging its industrial and automotive businesses into two focused, publicly listed entities, expected by Q4 2025. Management highlighted robust localization efforts (over 80% components local), continuous innovation in segments like EV and wind energy, and planned CapEx increasing to 250 Cr annually to expand manufacturing capacity. The demerger will involve a 1:1 share allocation. Management expressed confidence in sustained long-term growth through strategic investments and operational excellence.