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27-May-2025

SKF India

Capex to double in FY26 and maintain that level for the next two years


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SKF India hosted a conference call on May 19, 2025. In the conference call, the company was represented: by Mr. Mukund Vasudevan, Managing Director and Mr. Ashish Saraf, Chief Financial Officer.

Key takeaways of the call

In Q4 FY25, Automotive business contributed 39% to revenue, Industrial 54%, and exports 7%.

In Q4 FY25, Industrial segment grew 2% YoY, Automotive grew 1% YoY, and exports fell 13% YoY.

Automotive segment showed growth in commercial vehicles and tractors, driven by e-commerce and favorable monsoon predictions.

In FY25, Automotive business contributed 40% to revenue, Industrial 52%, and exports 8%.

In Automotive, 2Ws Contributed 13% to total consolidated revenue in FY25, PVs 5%, aftermarket 10%, and Power Transmission 5%. On the Industrial Side, Distribution Accounted for 23%, Rail 7%, and General Machinery 9%.



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