guidance.fyi
Company, ticker, metric, guidance, or anything said
Q1 FY27
14 Aug 2026
VerifiedNumbers checked and claims independently audited

Transcript ↗

SKF India (Industrial) LimitedCapital Goods & EngineeringSKFINDUS

Q1 FY27 concall · earnings callSKF India (Industrial) Limited

SKF India Industrial recorded solid revenue growth and is executing its strategy of localization, innovation, and significant capacity investment to capitalize on India's industrial tailwinds.

Positive tone3-minute briefPublished 6 days after the call

Numbers
MetricThis quarterChangeFive-quarter trend
Revenue from operations₹970.8 Cr18.3%
PBT Margin9.5%—
Cash conversion63.0%—
TL;DR
  • Revenue grew 18.3% YoY and 2.6% QoQ to INR 9,708 million.
  • PBT margin at 9.5% was impacted by one-time demerger IT costs and forex losses.
  • Won significant new orders including a INR 140 crore gearbox order.
  • Investing INR 900-950 crores in a new Pune plant to commence production in 2028.
  • Aspiration is to double the business in five years with margin recovery to 14-16%.
Said on the call

“We have great tailwinds with the India growth story as sectors like wind, metals, heavy, cement, construction continue to buffet our growth.”

Mukund Vasudevan
From the Q&A
TopicWhat management said
Margin PressuresCFO quantified a 3% margin impact from demerger IT costs (~INR 150 million) and forex losses (~INR 147 million); expects IT costs to taper down by Q4 next year.
Margin GuidanceAspiration is for 14-16% PBT margin near-term, being conservative due to ongoing investments; long-term ambition is 17-19%.
New Product & Growth DriversInnovation traction seen in general machinery (motors, pumps, gearboxes). Growth to be driven by infrastructure, steel, cement, railways, and wind energy capacity additions.
Capex PaybackThe INR 900-950 crore investment in the new Pune factory is expected to have a payback period of five to seven years.
Customer Mix MarginsDistribution business (~34% of revenue) carries high double-digit margins, while OEM business (~54%) operates at high single-digit margins.
Guidance
  • PBT margin aspiration for the near term is 14% to 16%.
  • Demerger-related IT costs are expected to continue for the next two quarters.
  • New Pune plant investment of INR 900-950 crores is progressing as planned, with production start expected in 2028.
  • Aspiration to double the business in five years.
Source

Summary written from the transcript filed by SKF India (Industrial) Limited for the call held on 14 Aug 2026; published 20 Aug 2026, 10:00 IST.

More Q1 FY27 concalls ·How verification works ·Report an error

Same sector

Others in Capital Goods & Engineering

All Capital Goods & Engineering →
  • Kanohar Electricals LimitedQ1 FY27Positive tone

    Maiden Q1 FY27 call reported 103.5% revenue growth to INR137.1 crore on a 400 kV-led mix, with a INR2,026 crore order book and FY27 revenue targeted at approximately INR950 crores at FY26-like margins.

    Revenue from operations
    ₹137.1 Cr+103.5% YoY
    Gross profit
    ₹57.5 Cr+97.4% YoY
    KANOHARCapital Goods & EngineeringVerified brief5 guidance items
  • Karamtara Engineering LimitedQ1 FY27Positive tone

    Karamtara reported Q1 FY27 revenue of INR1,581 crores, up 72% year-on-year, with EBITDA of INR174 crores and PAT of INR87 crores, while guiding to 60% to 65% full-year revenue growth.

    Revenue from operations
    ₹1,581 Cr+72% YoY basis
    EBITDA
    ₹174 Cr+45% growth on YoY basis
    KARAMTARACapital Goods & EngineeringVerified brief5 guidance items
  • Hy-Tech Engineers LimitedQ1 FY27Positive tone

    Hy-Tech Engineers reported Q1 FY27 revenue of INR430 million, up 13% year-on-year, with margins lower pending OEM price revisions while outlining capacity expansion and export growth plans.

    Revenue from operations
    ₹43 Cr+13% Y-o-Y increase compared to the ₹38 Cr in Q1 FY26
    EBITDA
    ₹8.4 Crcompared to the ₹8.2 Cr in the corresponding quarter of the last year
    HTELCapital Goods & EngineeringVerified brief4 guidance items
  • Tempsens Instruments (India) LimitedQ1 FY27Positive tone

    Q1 FY27 revenue grew by one-third to INR118 crores on strong temperature sensing, more than doubling electrical heating and 78.3% export growth, while profit grew about 16% as upfront employee investments compressed margins.

    Revenue from operations
    ₹118 Crup by 33% from ₹89 Cr a year ago
    EBITDA
    ₹26.6 Crup by 15.7%
    TEMPSENSCapital Goods & EngineeringVerified brief2 guidance items
  • Cochin Shipyard LimitedQ1 FY27Positive tone

    Q1 FY27 saw modest turnover growth to INR 1,094.21 crores with lower PBT and PAT, while management focused on vessel deliveries, an order book of around INR 22,000 crores, and new repair and fabrication expansion including a Drydocks World joint venture.

    Turnover
    ₹1,094.21 Crcompared with ₹1,068.59 Cr in the corresponding period last year
    PBT
    ₹202.49 Crcompared to ₹249.54 Cr last year
    COCHINSHIPCapital Goods & EngineeringVerified brief4 guidance items