Investor Presentation

Here's a summary tailored for retail investors, focusing on the key takeaways from the SKF India Investor Presentation: **Business Performance:** SKF India reported solid net sales growth of 9.8% quarter-over-quarter, reaching 9,500 MINR in Q4 FY26. Profitability also saw improvement with Pre-Tax Profit (PBT) margins increasing to 9.5%. OEM and inter-company sales were the primary drivers for this growth. **Growth Drivers or Strategy:** The company is focused on its "ACES" strategy: Single SKF, Execution, Commercial Excellence, and Accelerate Localization.

A key strategic priority is to enhance customer-centricity and drive higher volume growth for localized products. **Recent Developments:** SKF India secured four projects worth ₹325 Million in the tractor business, involving custom-developed bearings.

They are also developing Train Box Units (TBUs) for commuter trains, with potential to support higher speeds like those seen in Vande Bharat trains. **Key Financial Metrics:** * Net Sales (Q4 FY26): 9,500 MINR * PBT Margin (Q4 FY26): 9.5% **Management Commentary / Outlook:** SKF India is investing in capacity expansion for Tapered Roller Bearings (TRBs) in Pune to cater to agricultural, off-highway, aftermarket, and export markets.

They are also optimizing processes and adopting new technologies to improve productivity and reduce costs.