SKF India Limited — PPTs, 21-05-2026: Investor Presentation

**Business Performance:** SKF India reported strong sales in Q4 FY26, up 3% QoQ to Rs 560 Cr, driven by improved volumes. For the full year FY26, sales increased 12.8% YoY to Rs 2,030 Cr. Profit before tax (PBT) margins were lower at 9.0% for Q4 and 12.3% for FY26, primarily due to one-off factors and higher costs. Key volume growth came from 2W, Cars, and Powertrain segments.

**Growth Drivers or Strategy:** The company's "RACE Strategy" emphasizes accelerating growth through commercial excellence, building capability and capacity across its value chain, and developing innovative products to reduce CO2.

**Recent Developments:** SKF India secured new business wins worth approximately Rs 65.6 Cr in Q4 FY26. These wins span Two-Three Wheelers (EV eMotors, Wheel Speed Sensor bearings), Passenger Vehicles (transmission, pinion, EV eAxle/eMotor bearings), and Commercial Vehicles (transmission, unitized wheel bearings).

**Key Financial Metrics:** Q4 FY26 sales: Rs 560 Cr (+3% QoQ). FY26 sales: Rs 2,030 Cr (+12.8% YoY). Q4 FY26 PBT: Rs 53.4 Cr (9.0% margin). FY26 PBT: Rs 262.1 Cr (12.3% margin).

**Management Commentary / Outlook:** The strategic focus remains on executing with speed and agility, alongside expanding into new growth avenues like EV components, reflecting a forward-looking approach to market opportunities.