SKP Bearing Industries Limited — Investor Meet, 25-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SKP Bearing's Q3 saw strong standalone revenue growth (+41%) and consolidated revenue growth (+38.9%), with EBITDA margins at 9.5%. The roller plant is expanding capacity and utilization. The ball plant has full capacity, with customer ramp-ups ongoing despite QCO delays. Exports grew to 5% of revenue. The France subsidiary posted an INR 5.81 Cr loss due to one-time employee costs and customer revalidation delays post-acquisition, impacting previous 8-8.5 million euro revenue. Management is confident in France's turnaround to profitability next fiscal year, targeting INR 100 Cr consolidated revenue. FTA with Europe presents a growth opportunity.