SKF India Limited · NSE:SKFINDIA
SKF India — Q2 FY2027 Earnings Presentation
18 slides from SKF India's earnings presentation, Nov 4, 2026
Slide 1: Exchange filing cover letter under SEBI LODR Regulation 30
skryertevo Date: 04th November 2026 National Stock Exchange of India BSE Limited, Limited, Phiroze Jeejeebhoy Towers, Dalal Exchange Plaza, 5th Floor, Plot No. C-1, G Street, Fort Block, Bandra- Kurla Complex, Bandra Mumbai – 400001, Maharashtra, India (East), Mumbai – 400051, Maharashtra, India NSE
Slide 2: SKF India Limited Investors Call Q2FY27
SKF INDIA LIMITED INVESTORS CALL Q2FY27: JULY – SEPTEMBER 2026 5TH NOVEMBER 2026
Slide 3: Disclaimer
axryertevo DISCLAIMER The purpose of this presentation is to share our Q2 FY2026-27 & H1 FY2026-27 results. We would like to remind you, some of the remarks may contain forward-looking statements, which are subject to risk, and uncertainties and actual results may defer materially. Such statements a
Slide 4: Agenda
axryertevo AGENDA 2 Macro Key Indicators 2 Executive Summary 2 Financial Highlights – Q2FY27 & H1FY27 N N EN A Success Story New Brand Launch Q&A 3 Confidentiality: C2 - Internal
Slide 5: Key Indicators Update
KEY INDICATORS UPDATE Date here. Go to Insert > Header & 4 Footer to apply date on one or all slides
Slide 6: GDP Expected to Grow by 7.35% and Inflation by 4.9%
axryertevo GDP EXPECTED TO GROW BY 7.35% AND INFLATION BY 4.9% GDP Growth (YoY) 7.7% 7.4% 8.2% 8.0% 7.8% 7.4% 7.0% 6.9% Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27* CPI - Inflation Growth (YoY) 5.6% 4.9% 3.7% 3.9% 2.7% 3.1% 1.7% 0.8% __— Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q
Slide 7: Favorable Macroeconomic Indicators
axryertevo FAVORABLE MACROECONOMIC INDICATORS IIP-Industrial Production Growth (YoY) Manufacturing PMI Growth (YoY) 59.2 57.7 56.6 56.9 55.3 7.8% HINA 55 54.8 55 55.1 54.4 6.2% 53.9 53.5 52.8 4.3% 3.9% 4.1% Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27* IIP - General Automotive Production (Mn Units) 8.2 7.3 7.
Slide 8: Executive Summary
sxr yertevo EXECUTIVE SUMMARY —
Slide 9: Strong Growth Despite Global Headwinds
axryertevo STRONG GROWTH DESPITE GLOBAL HEADWINDS Q2FY27 C000] Sales EBITDA PBT NWC % of Sales 5.6 BINR 14.5% 11.7% 18.8% ▲ 16% YoY ▲ 155 bps YoY ▲ 181 bps YoY ▼2.9% YoY ▲ 2% QoQ ▼ 255 bps QoQ ▼ 252 bps QoQ ▼ 3.8% QoQ H1FY27 CIC CIC] Sales EBITDA PBT%* NWC % of Sales 11.2 BINR 15.8% 13.0% 18.7% ▲ 19
Slide 10: Financial Highlights
sxr yertevo FINANCIAL HIGHLIGHTS —
Slide 11: Sales
axryertevo SALES Q2FY27: Net sales by quarter, MINR % Growth, YoY % Growth, QoQ +16% +2% 8,000 45.0% Net sales PBT % EBITDA% 40.0% 7,000 5,383 5,550 5,511 5,639 35.0% 761 5,639 226 5,639 5,511 6,000 4,861 4,861 17 -98 30.0% HHI I 5,000 25.0% +0.3 % +15.7 % -1.8 % +4.1 % 19.6% 4,000 17.1% 20.0% 13.0%
Slide 12: Sales Mix
axryertevo SALES MIX Q2FY27 H1FY27 OE VA Exports SKF Industrial OE VA Exports SKF Industrial 0% 0% 5% 9% 10% 7% 8% 10% 9% 9% 24% 25% 19% 20% 20% 66% 67% 63% 67% 61% Q2FY27 Q2FY26 Q1FY27 H1FY27 H1FY26 *Revenue figures do not include other operating income. Slide 11 Confidentiality: C2 - Internal
Slide 13: Profitability
axryertevo PROFITABILITY Q2 FY27: EBITDA in MINR & as % of revenue Q2FY27: PBT in MINR & as % of revenue EBITDA 1128 PBT 1004 865 964 695 838 643 698 19.6% 17.1% 491 * 534 * 14.5% 16.7% 13.0% 11.7% 14.3% 11.7% 9.9% 9.0% Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 90.0% Q2FY26* Q3FY26* Q4FY26* Q1FY27 Q2FY27 3
Slide 14: Success Stories
sxr yertevo SUCCESS STORIES
Slide 15: Driveline Business Win
axryertevo DRIVELINE BUSINESS Customer: WIN Leading Passenger Vehicle OEM Application: Hybrid Transmission (HT) Image for representative purpose only The Business Context: One of the leading passenger vehicle manufacturer plans to introduce Hybrid Transmission (HT) for upcoming models, requiring ele
Slide 16: Brand Launch
sxr yertevo BRAND LAUNCH
Slide 17: Brand Launch: SKF Vertevo
axryertevo BRAND LAUNCH SKF Vertevo accelerates into its next chapter with new brand and digital presence On November 3, 2026, the SKF Vertevo brand is officially launched across the organization and to our customers and stakeholders worldwide. brand is the face of our company, it shows our person
Slide 18: Thank You
gifvertevo THANK YOU 17