Key Financial Figures - Q1 FY27 (April-June 2026)

Revenue Performance

  • Revenue from Operations: ₹5,878 million
  • Year-over-Year Growth: +27.1% (vs. ₹4,625 million in Jun-25)
  • Quarter-over-Quarter Change: -1.1% (vs. ₹5,945 million in Mar-26)
  • Note: Sales figures do not include other operating income

Profitability Metrics

  • Gross Margin: 51.0% (vs. 52.1% in Jun-25 and 44.5% in Mar-26)
  • EBITDA: ₹1,004 million
  • EBITDA Growth: +27.6% YoY (vs. ₹787 million in Jun-25)
  • EBITDA Margin: 17.1% (up 7 bps YoY, up 540 bps QoQ)
  • Profit Before Exceptional Items & Tax: ₹838 million
  • PBET Growth: +32.8% YoY (vs. ₹631 million in Jun-25)
  • PBET Margin: 14.3% (up 61 bps YoY, up 527 bps QoQ)
  • Exceptional Items: ₹0 million (vs. ₹-73 million in Mar-26)
  • Profit Before Tax: ₹838 million
  • PBT Growth: +32.8% YoY (vs. ₹631 million in Jun-25)
  • PBT Margin: 14.3% (up 61 bps YoY, up 650 bps QoQ)

Business Highlights and Strategic Updates

New Business Wins

  • Won new passenger vehicle wheel end business in June 2026
  • Application: Front & Rear Wheel bearings
  • Customer: Large passenger vehicle manufacturer (name not disclosed)
  • Value Proposition: Techno-commercially robust and competitive solution with >95% localization
  • Benefits: Enables customer to secure PLI incentives under 'Make in India/Atmanirbhar Bharat' initiatives
  • Strategic Significance: First wheel bearing business win with this customer, laying foundation for long-term partnership

Awards and Recognition

  • Received "Best Delivery Award" from Suzuki Motorcycle India (SMIPL)
  • Achievement: >98% delivery ratings since SOP
  • Key factors: Successful customer onboarding, fastest legal sign-off, timely PPAP & sample approvals
  • Received "Special Recognition – Technical Supplier partner" from Divgi Torq Transfer Solutions
  • Recognition: Preferred, trusted partner on improving efficiency on newly launched EV Reducers
  • Performance: Partnership excellence across the value chain

Sustainability Initiatives

  • All automotive plants (Bangalore, Haridwar, Pune) achieved decarbonized status
  • Water stewardship programs implemented under "Safeguarding what is precious" initiative
  • Participation in Maruti Suzuki India Limited Tech Day:
  • 400+ stakeholder engagements across engineering, platform, and EV teams
  • Showcased solutions for ICE and EV applications, including Low Friction Hub Bearing Unit and E-drive Conductive Brush Ring
  • Strong customer interest in efficiency and sustainable mobility solutions

Corporate Social Responsibility

  • "Meet the World" football tournament partnership with Special Olympics Bharat
  • 200 athletes participated from 20 states in qualifying round (April 6-10, Gwalior)
  • Team received send-off at Embassy of Sweden in New Delhi on July 10, 2026
  • Special Olympics Bharat team won Bronze medal in Gothia Cup, defeating Finland in finals

Document Availability

  • Investor presentation available on company website: https://www.skf.com/in/investors/skf-india-ltd/financial-results
  • Requested dissemination on stock exchange websites