SKP Bearing Industries Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SKP Bearing Industries reported robust FY26 revenue (+53%), EBITDA (+11%), and PAT (+15%). Q4 standalone EBITDA margins softened to 23% due to one-time labor code provisions and depreciation adjustments, expected to normalize. The French subsidiary, which recorded a loss, targets breakeven in FY27 with EUR3.6-3.7 million revenue, driven by regaining premium customers and cost control. Roller plant capacity will expand to 200 tons/month by H1 FY27 with solid order visibility. Ball plant utilization is gradually increasing. Management is very confident about future growth, global customer acquisition, and sustained long-term margins. The outlook is positive.