SKP Bearing Industries Ltd (NSE:SKP)

Q2 2026 SKP Bearing Industries Ltd Earnings Call Transcript

Nov 14, 2025 / 09:00 PM GMT

Release Date Price: ₹220 (+1.38%)

Transcript

Key Points

Positve

SKP Bearing Industries Ltd (NSE:SKP) reported an increase in revenue from operations, reaching 150 million for the quarter.
EBITDA margin improved to 40.9%, indicating better operational efficiency.
The company has commenced operations at its new plant, Plant 3, which is expected to enhance capacity utilization.
The integration of the French subsidiary is progressing, with improvements in margin and revenue anticipated.
The company is leveraging its global presence with manufacturing facilities in two continents, enhancing its position as a stable global supplier.

Negative

Revenue from the French entity showed fluctuations due to global challenges and customer order variations.
The company faces challenges in meeting its aspirational revenue target of 100 CR for the current year, given the current performance.
There are concerns about the impact of global geopolitical situations on the French operations.
Working capital days are stretched, leading to higher working capital debt.
The company is experiencing delays in machinery delivery for its roller expansion, which may affect capacity increases.

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

SKPB.NS - SKP Bearing Industries Ltd
Q2 2026 SKP Bearing Industries Ltd Earnings Call
Nov 14, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, On behalf of Captify Consulting Investor relations team, I welcome you all to the H1F526 post-earnings conference call.

Of SKP Bearing Industries Limited.

Today on the call from the management team we have with us, Mr. Shinan Palshikar, Chairman and managing director, Ms Sangita Palshikar, part of the promoter group, and Ms. Shipaha Patel, part of the finance team.

As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risks and uncertainties. Also, a reminder that this call is being recorded.

I would now request the management to run us through the investor presentation key slides highlighting

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