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SKF India Ltd: Intrinsic Value & Share Price Analysis

Fair Value

₹1,758.98Undervalued by 10.91%vs CMP ₹1,586.00

P/E (52.8) × ROE (15.1%) × BV (₹269.00) × DY (2.52%)

₹1,199.49Overvalued by 24.37%vs CMP ₹1,586.00
MoS: -32.2% (Negative)Confidence: 53/100 (Moderate)Models: 2 Under, 1 Fair, 6 Over
ModelCategoryValueWeightSignal
PE-ROEEarnings₹1,835.6222%Under (+15.7%)
Graham NumberEarnings₹774.0816%Over (-51.2%)
Earnings PowerEarnings₹925.9513%Over (-41.6%)
DCFCash Flow₹1,304.1313%Over (-17.8%)
Net Asset ValueAssets₹268.757%Over (-83.1%)
EV/EBITDAEnterprise₹2,008.649%Under (+26.6%)
Earnings YieldEarnings₹990.007%Over (-37.6%)
ROCE CapitalReturns₹555.549%Over (-65%)
Revenue MultipleRevenue₹1,492.375%Fair (-5.9%)
Consensus (9 models)₹1,199.49100%Overvalued
Key Drivers: Wide model spread (₹269–₹2,009) — high uncertainty.

PE-ROE · Graham · EPV · DCF · NAV · EV/EBITDA · DDM · Earnings Yield · ROCE Capital · Revenue Multiple | CoE: 12% · Terminal: 4% · EPS CAGR: 4.4%

*Investments are subject to market risks

Analyst Summary

SKF India Ltd operates in the Bearings segment, current market price is ₹1,586.00, market cap is 7,843 Cr.. At a glance, stock P/E is 52.8, ROE is 15.1 %, ROCE is 13.3 %, book value is 269, dividend yield is 2.52 %. The latest intrinsic value estimate is ₹1,199.49, around 24.4% below the current price, so expectations may already be running ahead of this modelled fair value. On operating trend, latest reported sales are about ₹4,920 Cr versus the prior period change of 7.7%, while latest net profit is about ₹566 Cr with a prior-period change of 2.5%. The 52-week range shown on this page is 2,396/1,404, which helps frame where the current quote sits within its recent trading band. Business context: About the Company - Qualitative AnalysisSKF India Ltd. is a Public Limited Listed company incorporated on 12/04/1961 and has its registered office in the State of Maharashtra, India. Company's Corporate Identification Number(CIN) is L29130P…

This summary is generated from the stock page data available for SKF India Ltd: Intrinsic Value & Share Price Analysis and is refreshed automatically when the underlying metrics change.

Investment Snapshot

56
SKF India Ltd scores 56/100 (Average)
Based on 5 dimensions: health, institutional flow, earnings quality, momentum, and peer comparison
Stock Health81/100 · Strong
ROCE 13.3% GoodROE 15.1% GoodD/E 0.00 Low debtInterest Coverage 0.0x RiskyProfitable 5/5 years Consistent
Smart Money50/100 · Moderate
FII holding stable No changePromoter holding at 52.6% Stable
Earnings Quality50/100 · Moderate
OPM stable around 16% Steady
Quarterly Momentum15/100 · Weak
Revenue (4Q): -18% YoY DecliningProfit (4Q): -9% YoY DecliningOPM: 14.0% (down 5.0% YoY) Margin pressure
Industry Rank75/100 · Strong
P/E 52.8 vs industry 677.7 Cheaper than peersROCE 13.3% vs industry 17.5% AverageROE 15.1% vs industry 12.4% Above peers3Y sales CAGR: 10% Moderate

Weights: Health 30% · Earnings Quality 25% · Momentum 20% · Industry Rank 15% · Smart Money 10%. Scores are computed from reported financials and recalculated daily.

Share Price and Basic Stock Data

Last Updated: August 25, 2026, 8:07 am

Market Cap 7,843 Cr.
Current Price 1,586
Intrinsic Value₹1,199.49
High / Low 2,396/1,404
Stock P/E52.8
Book Value 269
Dividend Yield2.52 %
ROCE13.3 %
ROE15.1 %
Face Value 10.0
PEG Ratio12.12

Stock P/E, Current Price, and Intrinsic Value Over Time

View Share Price Target for SKF India Ltd

Competitors

Stock Name ⇩Market Cap ⇩Current Price ⇩High / Low ⇩Stock P/E ⇩Book Value ⇩Dividend Yield ⇩ROCE ⇩ROE ⇩Face Value ⇩
SKF India Ltd 7,843 Cr. 1,586 2,396/1,40452.8 2692.52 %13.3 %15.1 % 10.0
NRB Bearings Ltd 4,661 Cr. 481 504/21331.2 99.31.65 %18.4 %15.6 % 2.00
Menon Bearings Ltd 1,462 Cr. 261 293/10142.9 27.30.77 %27.1 %22.9 % 1.00
Deccan Bearings Ltd 562 Cr. 281 310/1035,105 8.970.00 %1.00 %0.56 % 10.0
Galaxy Bearings Ltd 273 Cr. 858 1,096/41273.6 3460.00 %5.20 %3.05 % 10.0
Industry Average14,402.00 Cr1,189.49677.65195.820.65%17.53%12.35%7.22

All Competitor Stocks of SKF India Ltd

Quarterly Result

MetricDec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales 1,0771,0951,1501,1251,0921,2031,2063995591,213462496577
Expenses 8939289471,0019209901,013336452929389438494
Operating Profit 18416720312417221319463106285745882
OPM % 17%15%18%11%16%18%16%16%19%23%16%12%14%
Other Income 13202318243540594512777420
Interest 0000000000000
Depreciation 17171819191920131422161516
Profit before tax 18017020812217722921410913727513511686
Tax % 35%28%26%26%25%24%26%13%20%26%12%9%28%
Net Profit 116123155901321751599411020311910662
EPS in Rs 23.5824.8731.2818.2626.7635.3932.1919.1022.1941.0524.0121.3912.55

Last Updated: March 3, 2026, 2:40 pm

Quarterly Chart

Profit & Loss - Annual Report

Last Updated: February 25, 2026, 9:16 pm

MetricDec 2013Dec 2014Mar 2016n n 15mMar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025TTM
Sales 2,2752,4142,9972,6312,7503,0352,8422,6713,6664,3054,5704,9202,748
Expenses 2,0142,1322,6362,2952,3162,5492,4922,2513,1103,5563,8534,1742,250
Operating Profit 261281362336435486349420556749718745499
OPM % 11%12%12%13%16%16%12%16%15%17%16%15%18%
Other Income 417910187719210436355294101183
Interest 0000589222110
Depreciation 49546848464657585767758369
Profit before tax 253306394376455524387396531733736763613
Tax % 34%34%35%35%35%36%25%25%26%28%25%26%
Net Profit 167203256244296336289298395525552566489
EPS in Rs 31.6438.4848.5646.2857.6867.9758.5060.2779.99106.23111.69114.5499.00
Dividend Payout % 24%26%31%22%21%18%222%24%18%38%116%13%

Profit & Loss Yearly Chart

YoY Net Profit Growth

Year2017-20182018-20192019-20202020-20212021-20222022-20232023-20242024-2025
YoY Net Profit Growth (%)21.31%13.51%-13.99%3.11%32.55%32.91%5.14%2.54%
Change in YoY Net Profit Growth (%)0.00%-7.80%-27.50%17.10%29.44%0.36%-27.77%-2.61%

SKF India Ltd has shown an inconsistent trend in YoY Net Profit Growth (%) in the last 8 years from 2017-2018 to 2024-2025.

Growth

Compounded Sales Growth
10 Years:7%
5 Years:12%
3 Years:10%
TTM:8%
Compounded Profit Growth
10 Years:11%
5 Years:17%
3 Years:13%
TTM:-6%
Stock Price CAGR
10 Years:14%
5 Years:23%
3 Years:-1%
1 Year:-14%
Return on Equity
10 Years:19%
5 Years:22%
3 Years:23%
Last Year:21%

Last Updated: September 5, 2025, 1:31 pm

Balance Sheet

Last Updated: July 21, 2026, 2:00 am

MonthDec 2014Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital 535353514949494949494949
Reserves 1,3631,6121,7581,7861,6481,8561,5141,8362,2922,6332,5491,280
Borrowings 065348590221816141273
Other Liabilities 495419459522510542721713822957959747
Total Liabilities 1,9112,1492,3042,4442,2972,4692,3032,6153,1783,6513,5642,079
Fixed Assets 347298299293284352345402424472551440
CWIP 181235376241655263895628
Investments 201914915444197222999
Other Assets 1,5261,8201,8211,9601,9061,8791,8902,1582,6883,0812,9481,602
Total Assets 1,9112,1492,3042,4442,2972,4692,3032,6153,1783,6513,5642,079

Reserves and Borrowings Chart

Cash Flow

MonthDec 2014Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity + 2182611536718133032457690624203363
Cash from Investing Activity + -3-174147-265306-154654-33-45-158-60-705
Cash from Financing Activity + -9349-126-225-477-178-652-78-79-204-650-76
Net Cash Flow 122-99136-12311-2326-53567262-507-418
Free Cash Flow 184-474318140271255-3458549672134
CFO/OP 117%47%76%124%81%129%102%37%120%115%116%190%

Free Cash Flow

MonthDec 2013Dec 2014Mar 2016n n 15mMar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Free Cash Flow261.00281.00362.00302.00350.00396.00327.00402.00540.00735.00706.00738.00

Free Cash Flow = Income Generated from Operational Activities - Borrowings - Capital Work in Progress (CWIP)

Consistent positive free cash flow is crucial for businesses as it indicates their ability to generate cash from their core operations. It provides financial flexibility, allowing companies to invest in growth opportunities, pay dividends to shareholders, reduce debt, and weather economic downturns more effectively.

Free Cash Flow Chart

Financial Efficiency Indicators

MonthDec 2013Dec 2014Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Debtor Days 535659716563568068586063
Inventory Days 657165949295921091109890106
Days Payable 6482576889728413583869480
Cash Conversion Cycle 544667976886645496695688
Working Capital Days 444456855671666087594769
ROCE %23%23%25%21%24%28%19%23%31%34%29%29%

Financial Efficiency Indicators Chart

Share Holding Pattern

MonthSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters 52.58%52.58%52.58%52.58%52.58%52.58%52.58%52.58%52.58%52.58%52.58%52.58%
FIIs 6.46%6.61%6.77%7.93%8.25%8.32%8.21%7.55%6.98%7.01%7.10%6.89%
DIIs 29.20%28.98%29.00%28.12%27.32%27.15%26.51%26.61%27.01%26.74%27.00%27.17%
Public 11.77%11.83%11.65%11.38%11.86%11.93%12.68%13.27%13.42%13.67%13.31%13.36%
No. of Shareholders 42,37746,56245,97048,47758,53560,29566,26466,53466,33772,26569,93169,291

Shareholding Pattern Chart

No. of Shareholders

SKF India Ltd: Intrinsic Value & Share Price Analysis - Shareholder trend analysis

Mutual Fund Holdings

Fund NameNo of SharesAUM (%)Amount Invested (Cr)Previous Number of SharesPrevious DatePercentage Change
Mirae Asset Large & Midcap Fund 2,022,050 0.82 346.781,785,5092026-06-11 04:02:3713.25%
Mirae Asset ELSS Tax Saver Fund 1,577,259 1.07 270.51,398,8262026-03-24 00:21:4712.76%
Mirae Asset Midcap Fund 629,219 0.59 107.91628,8032026-06-11 04:02:370.07%
ICICI Prudential Smallcap Fund 550,739 1.08 94.45550,1362026-02-22 09:17:000.11%
ICICI Prudential Business Cycle Fund 299,609 0.32 51.38222,8852026-06-11 04:02:3734.42%
ICICI Prudential Manufacturing Fund 196,292 0.51 33.66N/AN/AN/A
Franklin Build India Fund 100,000 0.53 17.15N/AN/AN/A
DSP India T.I.G.E.R. Fund 93,800 0.28 16.09N/AN/AN/A
Tata Infrastructure Fund 80,000 0.66 13.72N/AN/AN/A
ICICI Prudential MNC Fund 56,007 0.56 9.61N/AN/AN/A

ROCE Trend

EPS Trend

Key Financial Ratios

MonthMar 25Mar 24Mar 23Mar 22Mar 21
FaceValue 10.0010.0010.0010.0010.00
Basic EPS (Rs.) 114.50111.60106.2079.9060.20
Diluted EPS (Rs.) 114.50111.60106.2079.9060.20
Cash EPS (Rs.) 131.23126.69119.6791.4771.94
Book Value[Excl.RevalReserv]/Share (Rs.) 525.48542.63473.58381.41316.30
Book Value[Incl.RevalReserv]/Share (Rs.) 525.48542.63473.58381.41316.30
Revenue From Operations / Share (Rs.) 995.13924.38870.74741.48540.20
PBDIT / Share (Rs.) 171.28164.16162.07119.3692.31
PBIT / Share (Rs.) 154.48149.07148.55107.8280.59
PBT / Share (Rs.) 154.33148.82148.25107.3980.16
Net Profit / Share (Rs.) 114.43111.60106.1579.9260.22
NP After MI And SOA / Share (Rs.) 114.46111.61106.1779.8960.21
PBDIT Margin (%) 17.2117.7518.6116.0917.08
PBIT Margin (%) 15.5216.1217.0614.5414.91
PBT Margin (%) 15.5016.0917.0214.4814.83
Net Profit Margin (%) 11.4912.0712.1910.7711.14
NP After MI And SOA Margin (%) 11.5012.0712.1910.7711.14
Return on Networth / Equity (%) 21.7820.5622.4120.9419.03
Return on Capital Employeed (%) 28.7827.0630.8327.5724.75
Return On Assets (%) 15.8715.1116.5115.0212.92
Asset Turnover Ratio (%) 1.361.341.481.490.00
Current Ratio (X) 2.822.953.082.822.35
Quick Ratio (X) 1.862.222.211.841.68
Inventory Turnover Ratio (X) 6.321.691.531.570.00
Dividend Payout Ratio (NP) (%) 113.5635.8313.6518.15215.89
Dividend Payout Ratio (CP) (%) 99.0231.5612.1115.85180.71
Earning Retention Ratio (%) -13.5664.1786.3581.85-115.89
Cash Earning Retention Ratio (%) 0.9868.4487.8984.15-80.71
Interest Coverage Ratio (X) 1209.73670.74530.65283.72214.26
Interest Coverage Ratio (Post Tax) (X) 809.20457.01348.54190.97140.78
Enterprise Value (Cr.) 18303.4619358.2820085.1917090.7610624.18
EV / Net Operating Revenue (X) 3.724.244.674.663.98
EV / EBITDA (X) 21.6123.8525.0728.9623.28
MarketCap / Net Operating Revenue (X) 3.874.504.894.774.17
Retention Ratios (%) -13.5664.1686.3481.84-115.89
Price / BV (X) 7.327.678.999.287.11
Price / Net Operating Revenue (X) 3.874.504.894.774.17
EarningsYield 0.020.020.020.020.02

Profitability Ratios (%)

Liquidity Ratios

Liquidity Ratios (%)

Interest Coverage Ratios (%)

Valuation Ratios

[display_about_company_data title=”About the Company – Qualitative Analysis”]

FAQ

What is the intrinsic value of SKF India Ltd and is it undervalued?

As of 04 September 2026, SKF India Ltd's intrinsic value is ₹1199.49, which is 24.37% lower than the current market price of ₹1,586.00, suggesting the stock is overvalued. This is calculated using the PE ratio method factoring in ROE (15.1 %), book value (₹269), dividend yield (2.52 %), and 5-year EPS CAGR.

What is the current share price and 52-week range of SKF India Ltd?

SKF India Ltd is trading at ₹1,586.00 as of 04 September 2026, with a FY2026-2027 high of ₹2,396 and low of ₹1,404. The stock is currently near its 52-week low. Market cap stands at ₹7,843 Cr..

How does SKF India Ltd's P/E ratio compare to its industry?

SKF India Ltd has a P/E ratio of 52.8, which is below the industry average of 677.65. Trading at a steep discount to peers could signal a value opportunity or reflect concerns about the company's fundamentals.

Is SKF India Ltd financially healthy?

Key indicators for SKF India Ltd: ROCE of 13.3 % is moderate; ROE of 15.1 % shows strong shareholder returns. Dividend yield is 2.52 %.

Is SKF India Ltd profitable and how is the profit trend?

SKF India Ltd reported a net profit of ₹566 Cr in Mar 2025 on revenue of ₹4,920 Cr. Compared to ₹395 Cr in Mar 2022, the net profit shows an improving trend.

Does SKF India Ltd pay dividends?

SKF India Ltd has a dividend yield of 2.52 % at the current price of ₹1,586.00. This is a relatively attractive yield for income-seeking investors.

Last Updated: August 25, 2026, 8:07 am
Author: Getaka|Social: XLinkedIn
Disclaimer: This article is for informational purposes only and should not be construed as financial advice. The author is not a SEBI registered financial advisor and does not have any vested interest in SKF India Ltd. Investors are advised to conduct their own due diligence and consult with a financial professional before making any investment decisions. The information provided in this article is based on publicly available data and the author's analysis, but it may not be comprehensive or up-to-date. The author and getaka.co.in are not responsible for any errors or omissions in the content. This article is not intended to promote any particular investment strategy or recommendation, and readers should consult with their own financial advisors before making any investment decisions. Data Source: NSE
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