SKF India (500472) Q2 25/26 earnings summary

Executive summary

• Consolidated revenue from operations for the six months ended September 30, 2025, was INR 25,922.1 million, up from INR 24,504.5 million year-over-year.

• Net profit for the six months was INR 2,237.0 million, compared to INR 2,531.2 million in the prior year period.

• A major demerger was completed, with the Industrial Undertaking demerged into a new entity, effective October 1, 2025.

Financial highlights

• Total income for the six months ended September 30, 2025, was INR 26,311.8 million, up from INR 25,139.8 million year-over-year.

• EBITDA for the six months was INR 3,262.0 million before exceptional items.

• Exceptional items of INR 257.4 million related to demerger expenses were recorded.

• Earnings per share (EPS) for the six months was INR 45.2, compared to INR 51.2 year-over-year.

• Cash and cash equivalents as of September 30, 2025, stood at INR 7,949.7 million.

Outlook and guidance

• The demerger of the Industrial Undertaking is expected to impact future financials, with the Resulting Company ceasing to be a subsidiary from October 1, 2025.