SKF India (Industrial) Ltd.

•

skf.com/inBSE: 544572NSE: SKFINDUS

Market Cap₹ 14,499 Cr.

Current Price

High / Low₹ 3,131 / 1,994

Stock P/E66.6

Book Value₹ 311

Price to Book6.96

Dividend Yield0.34 %

ROCE15.9 %

ROE15.9 %

Face Value₹ 10

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ABOUT

AI Sector View

AI GENERATED

Capital Goods

Buy

Capital goods is supported by strong public capex and still-expansionary industrial activity. Capital expenditure rose 66% YoY (2026-06), GST collections grew 8% YoY (2026-07), and the core industries Overall Index increased 5.4% YoY (2026-07). E-way bills slowed to 6% YoY (2026-07) and sector FPI flows show INR -9697 crore net outflow over 3 months to 2026-08-31, but the investment cycle and fiscal impulse remain favorable.

Confidence

72%

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PROS

Company is almost debt free
Working capital cycle has improved - days down from 479 to 94
Company converts assets efficiently - asset turnover of 1.5x

CONS

A large part of profit comes from other income (26.7% of PBT)
Stock is trading at 7.0x its book value

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Capital GoodsAutomobile & AncillariesBearings

Part ofNIFTY MICROCAP250 NIFTY TOTAL MKT

S.No.	Name
1.	SCHAEFFLER	3940.85	49.14	61596.93	0.89	325.78	13.47	2760.55	17.34	27.55	18.08
2.	TIMKEN	3299.80	59.83	24820.68	0.08	1196.59	528.77	9433.20	891.45	19.14	18.83
3.	SKFINDUS	2932.85	66.61	14499.41	0.34	61.92	-48.96	970.77	34.72	15.89	9.09
4.	SKFINDIA	1530.30	36.09	7565.49	2.61	61.92	-47.62	587.79	-54.19	22.09	14.99
5.	NRBBEARING	515.75	33.89	4998.78	1.54	377.60	1050.87	3695.30	1091.84	18.31	17.23
6.	ROLEXRINGS	173.00	29.84	4538.36	0.00	60.14	22.34	304.34	4.38	20.98	22.58
7.	BIMETAL	659.80	22.10	252.37	2.05	3.94	-7.06	79.53	10.98	7.01	6.32
8.	NIBL	31.44	0.00	76.18	0.00	-6.59	-29.57	18.90	1.90	-18.80	-7.86
9.	AUSTENG	127.00	10.39	44.17	0.00	0.94	-38.76	32.28	-10.68	8.16	4.86

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2025	Jun 2025	Dec 2025	Mar 2026	Jun 2026
	721	821	861	946	971
	559	734	754	865	893
Operating Profit	161	87	107	81	77
OPM %	22.36%	10.57%	12.41%	8.57%	7.97%
	13	10	-166	17	10
Interest	0	0	0	0	1
Depreciation	9	7	8	9	10
Profit before Tax	164	97	-67	90	87
Tax %	26.21%	25.98%	25.39%	-32.23%	28.76%
Net Profit	121	72	-50	119	62
	24.50	14.50	-10.10	24.00	12.50

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2025	Mar 2026	TTM
	721	3,440	3,598
	559	3,051	3,246
Operating Profit	161	390	352
OPM %	22.36%	11.33%	9.78%
	13	-137	-129
Interest	0	0	1
Depreciation	9	31	34
Profit before Tax	164	221	207
Tax %	26.21%	1.63%	2.02%
Net Profit	121	218	203
EPS	121310.00	44.03	—
Dividend Payout %	0.00%	22.71%	—

COMPOUNDED SALES GROWTH

10 Years:: —
5 Years:: —
3 Years:: —

COMPOUNDED PROFIT GROWTH

10 Years:: —
5 Years:: —
3 Years:: —

STOCK PRICE CAGR

10 Years:: —
5 Years:: —
3 Years:: —
1 Year:: —

RETURN ON EQUITY

10 Years:: —
5 Years:: —
3 Years:: —
Last Year:: 16%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2025	Mar 2026
Equity Capital	0	49
	1,262	1,427
	0	3
Trade Payables	440	740
	192	438
Total Liabilities	1,894	2,657
	157	188
Capital Work in Progress	9	134
	508	536
	530	828
Cash & Bank	453	569
	236	402
Total Assets	1,894	2,657

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2025	Mar 2026
	-18	360
Cash from Investing	-2	-46
Cash from Financing	-0	-2
	-20	116

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Dec 2025	Mar 2026	Jun 2026
	52.58	52.58	52.58
	7.00	4.87	5.08
	27.07	29.72	29.18
Government	0.00	0.00	0.00
	13.36	12.83	13.16

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-11

Shareholders meeting

2026-09-11 - Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (the SEBI LODR )as amended from time to time, we enclose herewith the Copy of Notice of Postal Ballot dated 3rd September 2026 as Annexure 1 along with Explanatory Statement pursuant to the provisions of section 102(1) of the Companies Act, 2013 (the Act ) for seeking approval of the Members of the Company

2026-09-01

Resignation of Director/KMP/SMP

2026-09-01 - SKF India (Industrial) Limited has informed the Exchange about Resignation of Director/KMP/SMP

2026-09-01

Change in Management

2026-09-01 - With reference to our intimation dated 11th August 2026, pursuant to Regulation 30 and other applicable provisions of SEBI (Listing Obligation and Disclosure Requirements Regulation), 2015 ( SEBI LODR ) read with SEBI Master Circular no. HO/49/14/14(7)2025-CFD-POD2/I/3762/2026 dated 30th January 2026 ( SEBI Master Circular ), we wish to inform change in designation of Mr. Sujeeth Pai (DIN: 07763929) from Whole-Time Director to Managing Director of the Company with effect from 1st September 2026, subject to the approval of the shareholders.

2026-09-01

Appointment

2026-09-01 - With reference to our intimation dated 11th August 2026, pursuant to Regulation 30 and Para A Part A of Schedule III and other applicable provisions of SEBI (Listing Obligation and Disclosure Requirements Regulation), 2015 ( SEBI LODR ) read with SEBI Master Circular no. HO/49/14/14(7)2025-CFD-POD2/I/3762/2026 dated 30th January 2026, we wish to inform you that Mr. Mukund Vasudevan (DIN: 05146681) has been appointed as Non-Executive, Non-Independent Director of the Company with effect from 1st September 2026, subject to the approval of Shareholders.

2026-09-01

Cessation

2026-09-01 - With reference to our intimation dated 11th August 2026, we hereby inform you that Mr. MukundVasudevan (DIN: 05146681) has resigned from the office of Managing Director of SKF India(Industrial) Limited with effect from the closure of business hours on 31st August 2026, pursuant to a change in his role within the SKF Group.

2026-08-19

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-19 - Pursuant to Regulation 30 and 46 of SEBI (Listing Obligations and Disclosure Requirements)Regulations, 2015, please find enclosed herewith the transcript of audio call recording of theCompany s Analyst/Institutional Investor Meeting held on Friday, 14th August 2026 at 11:00 am(IST) to discuss the Financial Results for the first quarter ended 30th June 2026.

2026-08-14

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-14 - Pursuant to Regulation 30 we hereby submitting the Audio recording of Investor call held on 14th August 2026 at 11:00 am (IST) for financial results of quarter ended 30th June 2026

2026-08-14

Investor Presentation

2026-08-14 - SKF India (Industrial) Limited has informed the Exchange about Investor Presentation

2026-08-13

Shareholders meeting

2026-08-13 - SKF India (Industrial) Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 13, 2026. Further, the company has submitted the Exchange a copy of Srutinizers report along with voting results.

News

Recent coverage and analyst commentary for SKFINDUS

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SKF India (Industrial) Ltd.

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Name

SCHAEFFLER

3940.85

49.14

61596.93

0.89

325.78

13.47

2760.55

17.34

27.55

18.08

TIMKEN

3299.80

59.83

24820.68

0.08

1196.59

528.77

9433.20

891.45

19.14

18.83

SKFINDUS

2932.85

66.61

14499.41

0.34

61.92

-48.96

970.77

34.72

15.89

9.09

SKFINDIA

1530.30

36.09

7565.49

2.61

61.92

-47.62

587.79

-54.19

22.09

14.99

NRBBEARING

515.75

33.89

4998.78

1.54

377.60

1050.87

3695.30

1091.84

18.31

17.23

ROLEXRINGS

173.00

29.84

4538.36

0.00

60.14

22.34

304.34

4.38

20.98

22.58

BIMETAL

659.80

22.10

252.37

2.05

3.94

-7.06

79.53

10.98

7.01

6.32

NIBL

31.44

0.00

76.18

0.00

-6.59

-29.57

18.90

1.90

-18.80

-7.86

AUSTENG

127.00

10.39

44.17

0.00

0.94

-38.76

32.28

-10.68

8.16

4.86

Mar 2025

Jun 2025

Dec 2025

Mar 2026

Jun 2026

721

821

861

946

971

559

734

754

865

893

Operating Profit

161

107

OPM %

22.36%

10.57%

12.41%

8.57%

7.97%

-166

Interest

Depreciation

Profit before Tax

164

-67

Tax %

26.21%

25.98%

25.39%

-32.23%

28.76%

Net Profit

121

-50

119

24.50

14.50

-10.10

24.00

12.50

Mar 2025

Mar 2026

TTM

721

3,440

3,598

559

3,051

3,246

Operating Profit

161

390

352

OPM %

22.36%

11.33%

9.78%

-137

-129

Interest

Depreciation

Profit before Tax

164

221

207

Tax %

26.21%

1.63%

2.02%

Net Profit

121

218

203

EPS

121310.00

44.03

—

Dividend Payout %

0.00%

22.71%

—

Mar 2025

Mar 2026

Equity Capital

1,262

1,427

Trade Payables

440

740

192

438

Total Liabilities

1,894

2,657

157

188

Capital Work in Progress

134

508

536

530

828

Cash & Bank

453

569

236

402

Total Assets

1,894

2,657

Mar 2025

Mar 2026

-18

360

Cash from Investing

-2

-46

Cash from Financing

-0

-2

-20

116

Mar 2025

Mar 2026

Dec 2025

Mar 2026

Jun 2026

52.58

7.00

4.87

5.08

27.07

29.72

29.18

Government

0.00

13.36

12.83

13.16

SKF India (Industrial) Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI

SKF India (Industrial) Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI