Update shared on 06 Dec 2025
Analysts have nudged their price target for SKF India slightly higher to ₹4,224.50 from ₹4,224.50, reflecting a marginally lower discount rate and steady profit margin assumptions despite modestly softer revenue growth expectations.
What's in the News
- Board meeting scheduled on November 14, 2025, to review and approve unaudited standalone and consolidated financial results for Q2 and H1 FY26, along with updated balance sheet and cash flow statements (company filing).
- Special shareholders meeting via postal ballot on November 15, 2025, to seek approval for material related party transactions with SKF India (Industrial) Limited, the resulting company in the proposed demerger (company filing).
- Board meeting on September 30, 2025, to acknowledge the resignation of Managing Director Mukund Vasudevan, who will continue as a non executive director, and to appoint Shailesh Kumar Sharma as the new managing director for a five year term effective October 1, 2025 (company filing).
- Executive change at the CEO level as the board formally notes Mukund Vasudevan’s resignation as managing director effective close of business September 30, 2025, related to the management restructuring following the demerger (company filing).
- Executive change at the CFO level, with the board appointing Aashi Arora as interim CFO from October 1, 2025, replacing outgoing CFO Ashish Saraf amid management restructuring related to the demerger (company filing).
Valuation Changes
- Fair Value: Unchanged at ₹4,224.50 per share. This indicates no revision to the intrinsic value estimate.
- Discount Rate: Fallen slightly from 14.69 percent to about 14.64 percent. This reflects a marginally lower perceived risk or cost of capital.
- Revenue Growth: Softened slightly, with the forecast declining from about negative 20.58 percent to roughly negative 20.71 percent. This indicates a modestly weaker top line outlook.
- Net Profit Margin: Essentially unchanged at about 7.92 percent. This suggests stable profitability expectations despite the softer revenue trajectory.
- Future P/E: Edged down marginally from about 156.17x to roughly 155.97x. This indicates a slightly lower valuation multiple on forward earnings.
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