A Mixed Q2 For SKF India | Railway Business Orderbook Remains Quite Lumpy, Says Company | CNBC TV18
CNBC-TV18 · 05 Nov 2026 · 8 min
Management interview of SKF India Ltd (SKFINDIA), with 5 key numbers discussed.
- Sujeeth Pai, MD, SKF India Industrial
SKF India Industrial noted strong revenue growth following its demerger, though margins faced pressure from rising logistics and steel costs. The company has realized around 4% in price increases and targets 5% to 6% realization to offset input costs. Import dependency remains around 55%, leaving profitability sensitive to foreign exchange and commodity volatility. Management aims for top-line growth exceeding GDP growth and expects cost savings to kick in by Q4 FY27.