SKP Bearing Industries Limited — PPTs, 29-05-2026: Investor Presentation

SKP Bearing Industries delivered a strong FY26 standalone performance, with revenue growing 53% year-on-year to **₹80.7 Cr** and Profit After Tax (PAT) rising 15% to **₹15.01 Cr**. Standalone EPS stood at **₹9.04**. On a consolidated basis, revenue jumped 46% year-on-year to **₹102.71 Cr**. However, consolidated PAT declined to **₹0.88 Cr**, primarily due to high initial operating costs from the recent France acquisition.

The company's strategy focuses on expansion and market penetration. Its new Plant 3 (Balls) is now fully operational, targeting a **₹1,200 Cr** addressable market, backed by **₹18 Cr** capex in FY25. Plant 2 (Rollers) is ramping up, focusing on import substitution and aerospace diversification. The acquisition of Valette et Gaurand Industries (VGI) in France is a key growth driver, securing a major customer with **₹100 Cr** revenue potential by FY30 and enhancing access to European markets.

Management plans to optimize the Zamar Plant by FY27 and further expand roller capacity to meet global demand. Exports are showing strong traction. SKP Bearing targets **₹100 Cr** in standalone revenue by FY29, leveraging its dual-region manufacturing strategy for global reach and efficiency.