SKP Bearing Industries Limited — Investor Meet, 25-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SKP Bearing Industries reported Q1 FY26 consolidated revenue of ₹22.1 Cr, with standalone revenue at ₹13.6 Cr. While the France unit is currently loss-making, management expects it to turn around and become EBITDA positive next year, targeting €3M-€4M revenue for FY26. The company projects FY26 consolidated revenue exceeding ₹100 Cr, growing to ₹150-₹200 Cr by FY27, maintaining positive consolidated PAT. SKP is expanding roller capacities and commissioning a 200-ton ball plant (potential ₹45-₹47 Cr revenue), positioning for market shifts due to Quality Control Orders. Debt is at ₹28 Cr, with CapEx funded internally. Management expressed confidence in long-term strategic growth and global market opportunities, urging investor patience.