SKP Bearing Industries Limited (SKP) Earnings Call Transcripts

SKP Bearing Industries Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, SKP Bearing Industries Limited reported a significant revenue increase of approximately 82% year-over-year, reaching INR 80 crores. EBITDA grew by 30%, while profit after tax (PAT) rose by 41%. Management maintained a positive outlook, indicating a strong order visibility and a target to achieve INR 100 crores in revenue by FY '29, signaling potential for continued growth. However, the company faced challenges with EBITDA margins, which fell to 23% in Q4 due to new labor code provisions and increased costs associated with trading activities.

Reported metrics

Guidance from management

Management maintained a revenue target of INR 100 crores for FY '29, indicating confidence in growth potential despite recent margin pressures. They expect to achieve breakeven for the French subsidiary in FY '27.

What management said

Mostly it is relative to our product line only. So some other input raw materials input things, which is available like we are already doing it. So it is they wanted a basket, so they want a product along with this. So our same line of product.

Correct. Correct. We are already producing it. We are already producing it. We are doing some valuations, but we put better because this is like a very small contribution of manufacturing. So we prefer to put it in a traded goods.

What analysts pressed on

Analysts expressed concerns regarding the decline in EBITDA margins and the impact of the trading business on overall profitability. Questions were raised about the sustainability of margins and the timeline for the French subsidiary to achieve breakeven.

Main topics on the call

• Revenue Growth — SKP reported a consolidated revenue increase of approximately 82% year-over-year, reaching INR 80 crores for Q4 FY '26. Management stated, "We see a positive market situation ahead," indicating optimism for future growth...
• EBITDA Margin Decline — EBITDA margins fell to 23% in Q4 from higher levels in previous quarters, attributed to new labor code provisions and increased costs. Management noted, "Higher provisions...were made" which impacted profitability.
• Expansion Plans — Management highlighted ongoing expansion activities at the roller plant, with capacity utilization at 90%. They expect to ramp up production significantly, stating, "We have visibility for orders," indicating strong dema...
• French Subsidiary Performance — The French subsidiary reported a loss in FY '26, but management is optimistic about breaking even in FY '27, stating, "If we are around EUR 3.6 million, we will be doing breakeven."

Read the full SKP Bearing Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 4 SKP Bearing Industries Limited earnings call transcripts on record, spanning November 14, 2025 to August 18, 2026. Based on this history, SKP Bearing Industries Limited reports quarterly. The most recent call on file is dated August 18, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SKP

Exchange

NSEI

Country

IN

Sector

Industrials

Industry

Machinery

Calls on record

4

First call

November 14, 2025

Most recent

August 18, 2026

Reporting cadence

quarterly