SKP Bearing Industries Limited — Investor Meet, 20-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SKP Bearings' Q1 FY27 earnings call highlighted year-on-year growth across key financial metrics. Indian manufacturing boasts 40-50% ROCE. Ball plant utilization, currently 17%, is projected to reach 17-50% in Q2, with 50% utilization potentially yielding INR 30 Cr annual revenue. Export revenue, now 5%, is set to rise. The France entity has recovered to 40-50% of pre-acquisition levels and targets break-even by Q4 FY27, driven by new clients and higher existing business. Management is confident in future growth from global customer additions (including China, Japan, Korea) and ongoing diversification.