Skf India Limited (SKFINDIA)

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Skf India Limited (SKFINDIA) · mywealthgrid

About

SKF India manufactures bearings and auto components for OEMs and aftermarket. ₹7,772 Cr market cap, ₹575–590 Cr standalone quarterly revenue, operates as mid-sized Tier-1 supplier. Consolidated group revenue ₹1,300 Cr/quarter indicates significant operations beyond standalone.

Face value: ₹10

Market cap

₹7,164 Cr

P/E

34.2×

P/B

5.4×

Dividend yield

3.8%

ROE

13.5%

ROCE

23.7%

Debt / equity

OPM

11.9%

EPS (TTM)

₹42.4

Book value

₹268.9

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

Earnings volatility: Mar 2026 ₹20 Cr loss with OPM at 5.5% vs. 14.29% prior quarter; verify if temporary demand softness, one-time charges, or structural cost erosion.

Valuation disconnect: PE 37.07 with -65.55% one-year return suggests market priced recovery not yet arrived; verify order books, OEM guidance, sector production.

Sector cyclicality: Tier-1 OEM supplier with revenues tied to auto production; verify OEM production levels, capex plans, export demand for recovery timing.

Margin sustainability: OPM ranged 5.5%–14.97% in recent quarters; verify pricing power and cost control to defend margins above 10% amid inflation.

Generated analysis · source review pending

Growth drivers

Margin recovery to Jun 2026 levels (14.97% OPM) from Mar's 5.5% drives profit growth without revenue expansion; track quarterly margins for stabilization.

Sep 2025 profit peak of ₹105.65 Cr (₹21.4 EPS) replication in coming periods would re-rate share price upward; monitor earnings for cyclical strength return.

Standalone revenue growth ₹500–590 Cr/quarter; expansion toward ₹600+ Cr with 11–15% OPM yields profit growth exceeding revenue growth.

Consolidated operations ~2.6× standalone revenue (₹1,300 Cr vs. ₹500 Cr); verify group entity growth or whether consolidation shifts reported metrics.

Generated analysis · source review pending

2,528 historical price candles were omitted because the exchange source has not been verified.

₹1,450.2-4.2%1Y

Quick read

rule-based

Pros

+Strong return on equity of 19% (3-yr avg)
+High return on capital employed of 27%
+Almost debt-free (debt/equity 0)
+Comfortable interest coverage of 1362.8×
+Dividend yield of 3.8%

Cons

−Profit declined 2.2% a year over the last 5 years
−Modest revenue growth of 7.1% a year over the last 5 years

Research score

Structured signal from quality, growth, valuation and momentum.

37/100

Business quality: 64
Growth: 0

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

Screen this industry Compare top 5 side-by-side

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Samvardhana Motherson International LimitedMOTHERSONMOTHERSON	₹1,65,731 Cr	₹1,81,626 Cr	₹1,31,135 Cr	₹12,541 Cr	9.4%	₹4,380 Cr	3.2%	12.6%	10.2%	-26
Bosch LimitedBOSCHLTDBOSCHLTD	₹1,34,166 Cr	₹1,34,166 Cr	₹21,088 Cr	₹2,832 Cr	13.2%	₹2,363 Cr	13.8%	21%	19.4%	13
Bharat Forge LimitedBHARATFORGBHARATFORG	₹89,644 Cr	₹96,518 Cr	₹17,543 Cr	₹2,963 Cr	17.4%	₹706 Cr	6.5%	17.9%	11.5%	136
Uno Minda LimitedUNOMINDAUNOMINDA	₹64,160 Cr	₹66,698 Cr	₹20,725 Cr	₹2,280 Cr	11.5%	₹1,202 Cr	6.5%	19.3%	19.1%	37
Schaeffler India LimitedSCHAEFFLERSCHAEFFLER	₹60,732 Cr	₹60,787 Cr	₹10,505 Cr	₹1,917 Cr	18.2%	₹1,253 Cr	11.9%	27.3%	20.2%	68
Sona Blw Precision Forgings LimitedSONACOMSSONACOMS	₹50,071 Cr	₹50,314 Cr	₹4,935 Cr	₹1,207 Cr	24.7%	₹686 Cr	14.1%	14.6%	11%	121
Tube Investments Of India LimitedTIINDIATIINDIA	₹45,302 Cr	₹45,695 Cr	₹23,754 Cr	₹2,260 Cr	9.9%	₹607 Cr	4.9%	15.4%	9.6%	41
Endurance Technologies LimitedENDURANCEENDURANCE	₹36,602 Cr	₹37,928 Cr	₹15,592 Cr	₹2,058 Cr	13.5%	₹970 Cr	6.5%	18.5%	15.2%	-6
Exide Industries LimitedEXIDEINDEXIDEIND	₹34,803 Cr	₹35,896 Cr	₹18,829 Cr	₹1,954 Cr	10.4%	₹932 Cr	4.8%	8.9%	6.1%	42
Dhoot Transmission LimitedDHOOTTRANSDHOOTTRANS	₹29,518 Cr	₹30,359 Cr	₹4,525 Cr	₹711 Cr	15.7%	₹397 Cr	8.8%	30.8%	23.1%	69
Craftsman Automation LimitedCRAFTSMANCRAFTSMAN	₹26,897 Cr	₹30,238 Cr	₹8,717 Cr	₹1,357 Cr	15.3%	₹465 Cr	4.8%	16.1%	12.5%	74
Sansera Engineering LimitedSANSERASANSERA	₹26,686 Cr	₹27,144 Cr	₹3,753 Cr	₹696 Cr	18.1%	₹351 Cr	9.3%	14.7%	11.1%	98

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Consolidated Standalone

Consolidated figures · ₹ crore

₹ Cr	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	2,842	2,671	3,666	4,305	4,570	4,920	3,763
COGS	1,791	1,561	2,245	2,566	2,778	3,017	2,257
Gross profit	1,051	1,109	1,421	1,739	1,792	1,903	1,506
	702	689	865	990	1,074	1,180	1,058
	349	420	556	750	718	724	449
OPM %	12.3%	15.7%	15.2%	17.4%	15.7%	14.7%	11.9%
Depreciation	57	58	57	67	75	83	78
Interest	9	2	2	2	1	1	0
	104	36	34	52	94	124	63
Profit before tax	387	396	531	733	736	763	433
Tax	98	99	136	208	184	197	167
Tax %	25.3%	24.9%	25.6%	28.4%	25%	25.9%	38.6%
	289	298	395	525	552	566	266
PAT margin %	10.2%	11.2%	10.8%	12.2%	12.1%	11.5%	7.1%
EPS (₹)	58.5	60.2	79.9	106.2	111.6	114.5	53.8
EPS adjusted (₹)	58.5	60.2	79.9	106.2	111.6	114.5	53.8
	222.2%	24.1%	18.1%	37.7%	116.5%	12.7%	74.3%
Annual report	Annual report for Mar 2020	Annual report for Mar 2021	Annual report for Mar 2022	Annual report for Mar 2023	Annual report for Mar 2024	Annual report for Mar 2025	Annual report for Mar 2026

₹ Cr	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity capital	49	49	49	49	49	49	49
Reserves	—	1,514	1,836	2,292	2,633	2,549	1,280
	—	0	0	0	0	0	0
	—	739	729	837	969	966	750
Total equity & liabilities	—	2,303	2,615	3,178	3,651	3,564	2,079
	330	330	380	401	447	527	438
CWIP	—	65	52	63	89	56	28
Investments	—	18	24	25	34	33	9
	—	1,890	2,158	2,688	3,081	2,948	1,604
Total assets	—	2,303	2,615	3,178	3,651	3,564	2,079

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Ratios

Annual operating, return, leverage and working-capital ratios.

Consolidated Standalone

Consolidated figures

Ratio	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	37%	41.5%	38.8%	40.4%	39.2%	38.7%	40%
EBITDA margin %	12.3%	15.7%	15.2%	17.4%	15.7%	14.7%	11.9%
EBIT margin %	10.3%	13.6%	13.6%	15.9%	14.1%	13%	9.9%
PAT margin %	10.2%	11.2%	10.8%	12.2%	12.1%	11.5%	7.1%
Working capital
Receivable days	—	80	68	58	60	63	70
Inventory days	—	109	110	98	90	106	52
Payable days	—	135	83	86	94	80	89
NWC days	—	54	96	69	56	88	33
Leverage
Current ratio	—	2.35	2.87	3.08	2.95	2.82	2.06
Debt to EBITDA	—	0	0	0	0	0	0
Debt to equity	—	0	0	0	0	0	0
Interest coverage	41.8	187.1	256.3	486.4	609.1	1,091.1	1,362.8
Asset turnover	—	1.16	1.4	1.35	1.25	1.38	1.81
Return ratios
Return on assets %	—	12.9%	15.1%	16.5%	15.1%	15.9%	12.8%
Return on capital employed %	—	24.8%	30.1%	34%	28.9%	28.4%	23.7%
Return on equity %	—	19%	20.9%	22.4%	20.6%	21.8%	20%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	52.58%	52.58%	52.58%	52.58%	52.58%	52.58%	52.58%	52.58%	52.58%	52.58%	52.58%	52.58%
	6.47%	6.61%	6.76%	7.92%	8.25%	8.33%	8.22%	7.55%	6.98%	7.01%	7.1%	6.89%
	29.19%	28.98%	29%	28.12%	27.32%	27.16%	26.53%	26.61%	27.02%	26.74%	27.01%	27.17%
Government	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
	11.76%	11.83%	11.66%	11.38%	11.85%	11.93%	12.67%	13.26%	13.42%	13.67%	13.31%	13.36%
No. of shareholders	—	—	—	—	—	—	—	—	66,337	72,265	69,931	69,291

Promoter holding up 0 percentage points since Sep 2023.

1 disclosure

Person	Deal	Shares	Value	Holding	Filed
SKF F��rvaltning ABPromoter Group	BuyInter-se-Transfer	33,26,004	₹0	45.85% → 52.58%	7 Oct 20257(2)

Disclosed under SEBI’s insider-trading regulations, which require a filing only above ₹10 lakh in a quarter — smaller dealings are in no disclosure. Holdings are the filer’s own percentages, not recomputed.

25 deals · 17 Sept 2021 – 23 Feb 2026

Date	Client	Type	Venue	Side	Quantity	Price	Value
23 Feb 2026	MIRAE ASSET MUTUAL FUND	Bulk	NSE	Sell	3,90,000	₹1,795.00	₹70.01 Cr
23 Feb 2026	MIRAE ASSET MUTUAL FUND	Bulk	NSE	Buy	3,90,000	₹1,795.00	₹70.01 Cr
20 Oct 2023	RONDURE NEW WORLD FUND	Block	BSE	Sell	25,683	₹5,228.85	₹13.43 Cr
20 Oct 2023	NORTHERN LIGHTS FUND TRUST III RONDURE NEW WORLD FUND	Block	BSE	Buy	25,683	₹5,228.85	₹13.43 Cr
25 Oct 2022	ISHARES CORE EMERGING MARKETS MAURITIUS CO	Block	BSE	Sell	31,964	₹4,512.10	₹14.42 Cr
25 Oct 2022	ISHARES CORE MSCI EMERGING MARKETS ETF	Block	BSE	Buy	31,964	₹4,512.10	₹14.42 Cr
25 Oct 2022	ISHARES MSCI INDIA SMALL-CAP ETF	Block	BSE	Buy	8,546	₹4,512.10	₹3.86 Cr
25 Oct 2022	ISHARES INDIA SC MAURITIUS COMPANY	Block	BSE	Sell	8,546	₹4,512.10	₹3.86 Cr
17 Oct 2022	ISHARES CORE MSCI EMERGING MARKETS ETF	Block	BSE	Buy	31,931	₹4,517.95	₹14.43 Cr
17 Oct 2022	ISHARES CORE EMERGING MARKETS MAURITIUS CO	Block	BSE	Sell	31,931	₹4,517.95	₹14.43 Cr

1–10 of 25

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Mr. Gopal SubramanyamNon-Executive - Independent Director-Chairperson
Ms. Anu WakhluNon-Executive - Independent Director
Mr. Shailesh Kumar SharmaExecutive Director-MD
Mr. Antonio MolleNon-Executive - Non Independent Director
Mr. Bastian ThomasNon-Executive - Non Independent Director
Mr. Magnus Lennart PrickNon-Executive - Non Independent Director
Mr. Mayank HolaniChief Financial Officer
Ms. Mayuri KulkarniCompany Secretary & Compliance Officer

Current officeholders as filed with BSE. A person holding two offices is listed once per office.

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F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

Only about 210 stocks have listed futures and options. Contracts appear here for those, refreshed after each close.

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

Portfolio month

Schemes holding

across 6 fund houses

Held by these funds

3.82%

of the company's equity

All mutual funds

24.25%

shareholding pattern, Jun 2026

Portfolios as of

August 2026

compared with July 2026

12 schemes · 6 fund houses

		Shares
Large Cap Fund	SBI Mutual Fund	7.91 L	122.99	0.22%	1.602%	-0
Business Cycle Fund	ICICI Prudential Mutual Fund	3.79 L	58.87	0.37%	0.767%	-0
Manufacturing Fund	ICICI Prudential Mutual Fund	2.55 L	39.62	0.55%	0.516%	-0
Retirement Fund - Pure Equity Plan	ICICI Prudential Mutual Fund	1.12 L	17.33	0.8%	0.226%	+1,737
India T.I.G.E.R. Fund (The Infrastructure Growth and Economic Reforms Fund)	DSP Mutual Fund	93,800	14.58	0.23%	0.19%	-0
INFRASTRUCTURE FUND	Tata Mutual Fund	80,000	12.43	0.61%	0.162%	-0
(Investment Manager for Motilal Oswal Mutual Fund)	Motilal Oswal Mutual Fund	60,411	9.39	0.38%	0.122%	-1,323
MNC Fund	ICICI Prudential Mutual Fund	57,719	8.97	0.5%	0.117%	-0

1–8 of 12

1 / 2

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

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Events

Upcoming dates and the company’s corporate-action history.

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

133 announcementsExport CSV

21 Sept 2026, 4:24 pmCompany Update

Announcement under Regulation 30 (LODR)-Newspaper Publication

Newspaper Publication PDF

21 Aug 2026, 11:43 amCompany Update

Announcement under Regulation 30 (LODR)-Earnings Call Transcript

Earnings Call Transcript PDF

20 Aug 2026, 4:25 pmCompany Update

Transcript Of 65Th Annual General Meeting Held On 14Th August 2026

General PDF

18 Aug 2026, 9:03 amCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Analyst / Investor Meet PDF

17 Aug 2026, 12:06 pmCompany Update

Video Link Of 65Th Annual General Meeting Of The Company Held On 14Th August 2026 Via Video-Conferencing Or Other Audio Visual Means.

General PDF

17 Aug 2026, 11:24 amCompany Update

Announcement under Regulation 30 (LODR)-Investor Presentation

Investor Presentation PDF

14 Aug 2026, 7:56 pmAGM/EGM

Business Presentation At 65Th Annual General Meeting Held On 14Th August 2026.

AGM PDF

14 Aug 2026, 7:32 pmAGM/EGM

Shareholder Meeting / Postal Ballot-Scrutinizer''s Report

AGM PDF

Date	Category	Subject	Filing
21 Sept 2026, 4:24 pm	Company Update Newspaper Publication	Announcement under Regulation 30 (LODR)-Newspaper Publication	PDF
21 Aug 2026, 11:43 am	Company Update Earnings Call Transcript	Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Ratio	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	37%	41.5%	38.8%	40.4%	39.2%	38.7%	40%
EBITDA margin %	12.3%	15.7%	15.2%	17.4%	15.7%	14.7%	11.9%
EBIT margin %	10.3%	13.6%	13.6%	15.9%	14.1%	13%	9.9%
PAT margin %	10.2%	11.2%	10.8%	12.2%	12.1%	11.5%	7.1%
Working capital
Receivable days	—	80	68	58	60	63	70
Inventory days	—	109	110	98	90	106	52
Payable days	—	135	83	86	94	80	89
NWC days	—	54	96	69	56	88	33
Leverage
Current ratio	—	2.35	2.87	3.08	2.95	2.82	2.06
Debt to EBITDA	—	0	0	0	0	0	0
Debt to equity	—	0	0	0	0	0	0
Interest coverage	41.8	187.1	256.3	486.4	609.1	1,091.1	1,362.8
Asset turnover	—	1.16	1.4	1.35	1.25	1.38	1.81
Return ratios
Return on assets %	—	12.9%	15.1%	16.5%	15.1%	15.9%	12.8%
Return on capital employed %	—	24.8%	30.1%	34%	28.9%	28.4%	23.7%
Return on equity %	—	19%	20.9%	22.4%	20.6%	21.8%	20%

₹ Cr	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	324	57	690	624	203	363
	654	-33	-45	-158	-60	-705
	-652	-78	-79	-204	-650	-76
Net cash flow	326	-53	567	262	-507	-418
Free cash flow	250	-35	584	494	72	134
CFO / Operating profit %	77.1%	10.3%	92.1%	87%	28.1%	80.9%

Skf India Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Ratios

Shareholding

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Events

Announcements

Not in the F&O segment

Announcements

Annual reports

Investor Presentation and earnings call

21

1

Compounded sales growth

Compounded profit growth

Return on equity

Skf India Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Ratios

Ratio timeline

Shareholding

Quarterly record

Insider dealing

Bulk & block deals

Board and management

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Events

Announcements

Ratio timeline

Not in the F&O segment

Quarterly record

Insider dealing

Bulk & block deals

Board and management

Announcements

Annual reports

Investor Presentation and earnings call

Dividends21

Board meetings1

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

21

1