SKFINDUS

What SKF India (Industrial) promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 12 tracked 0 delivered 0 missed 12 open
  • PBT Margin (Long-term) diluted said Q4 FY26 Promised: around 15% by '29-'30 Q1 FY27: Management revised long-term guidance to a range of 14-16%. While the midpoint remains 15%, the introduction of a 14% lower bound represents a dilution of the previous 'around 15%' guidance.
  • PBT Margin (Adjusted) on track said Q4 FY26 Promised: around 13% by end of calendar year 2026 Q1 FY27: Adjusted PBT margin improved to 12.0% (from 11.5% in Q4 FY26) after accounting for ~3% impact from one-time IT costs and forex losses. The trajectory is positive towards the target of ~13% by end of CY26.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 12 tracked commitments for SKF India (Industrial) — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens