SKF India Ltd (BOM:500472)

Q4 2025 SKF India Ltd Earnings Call Transcript

May 18, 2025 / 04:00 AM GMT

Release Date Price: ₹2197.71 (+1.12%)

Transcript

Key Points

Positve

SKF India Ltd (BOM:500472) reported a solid full-year growth of 8%, with sales reaching approximately 4,830 crore.
The company's profit before tax margin improved significantly from 11.9% to 23.3% due to cost-saving efforts and gross margin improvements.
The demerger process is on track, aiming to create two independent entities with better management focus and tailored capital deployment.
Automotive segment showed strong growth in commercial vehicles and tractors, driven by e-commerce and favorable monsoon predictions.
The company is planning to double its CapEx over the next 2-3 years to enhance capacity and localization, aiming for 70% localization at an ICL level.

Negative

Q4 sales growth was muted at 1% year-on-year, attributed to a strong Q3 and significant export declines due to global macroeconomic conditions.
The company's cash flow was down due to changes in networking capital, with increased inventory and receivables impacting liquidity.
The industrial production index and construction sector saw declines, which could pose challenges for future growth.
There was a significant adjustment in transfer pricing, which affected margins and may lead to future volatility.
The company's inventory levels have risen, partly due to anticipated demand, but this could pose risks if not managed effectively.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SKFB.NS - SKF India Ltd
Q4 2025 SKF India Ltd Earnings Call
May 19, 2025 / 04:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good morning and welcome to the SKF India Limited Q4 FY 2024 25 earnings conference call.

For the smooth conduct of the meeting, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation.

Should you need assistance during the conference call, please press 0 on a touchstone telephone.

As a reminder, this conference is being recorded.

I would now like to hand it over to Ashish Pruti, head marketing and communications from SKF India Limited.

Thank you and all to you, sir.

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Unidentified_2 [2]
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