• Growth and margins: Demerger-related costs were fully accounted for in the prior financial year, resulting in clean current EBITDA numbers. SKF India expects full-year sales growth of 20% or more, alongside an EBITDA margin of around 17%.
• Capacity expansion: The company is executing a 500 crore rupee capex across its Haridwar, Bangalore, and Pune facilities to expand capacity by FY28. The upcoming Pune greenfield facility belongs to the demerged entity, SKF Industrial, rather than SKF India.
• Localization levels: Material and raw component sourcing is at roughly 80% localization, resulting in minimal dependency on imported finished goods.
• Related party transactions: The 4,900 crore rupee RPT volume primarily arises from co-located operations with SKF Industrial in Pune and will continue until FY28. All transactions strictly comply with arm's-length regulatory guidelines and are reviewed by auditors and the audit committee.