SKF INDIA LIMITED |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 4,604 INR | -1.38% |
|
+0.26% | +0.03% |
| Apr. 25 | Auto parts maker Schaeffler India posts rise in Q1 profit on better demand | RE |
| Mar. 20 | SKF India Names Successor to Outgoing Managing Director | MT |
Valuation
| Fiscal Period: Marzo | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 99,758 | 71,589 | 111,240 | 174,919 | 210,423 | 227,612 | - | - |
| Enterprise Value (EV) 1 | 94,182 | 65,406 | 106,237 | 171,061 | 200,988 | 215,608 | 215,110 | 212,079 |
| P/E ratio | 30.7 x | 24.8 x | 37.4 x | 44.3 x | 40.1 x | 43.5 x | 35.8 x | 31.1 x |
| Yield | 0.59% | - | 0.64% | 0.41% | 0.34% | 0.71% | 0.76% | 0.87% |
| Capitalization / Revenue | 3.29 x | 2.52 x | 4.17 x | 4.77 x | 4.89 x | 5.02 x | 4.49 x | 4 x |
| EV / Revenue | 3.1 x | 2.3 x | 3.98 x | 4.67 x | 4.67 x | 4.76 x | 4.24 x | 3.73 x |
| EV / EBITDA | 19.4 x | 18.7 x | 25.3 x | 30.8 x | 26.8 x | 31.2 x | 25.5 x | 21.9 x |
| EV / FCF | 69.6 x | 27.9 x | 42.4 x | -495 x | 34.4 x | 65.3 x | 49.5 x | 42.7 x |
| FCF Yield | 1.44% | 3.59% | 2.36% | -0.2% | 2.9% | 1.53% | 2.02% | 2.34% |
| Price to Book | 5.88 x | 3.76 x | 7.11 x | 9.28 x | 8.99 x | 8.42 x | 7.29 x | 6.23 x |
| Nbr of stocks (in thousands) | 49,438 | 49,438 | 49,438 | 49,438 | 49,438 | 49,438 | - | - |
| Reference price 2 | 2,018 | 1,448 | 2,250 | 3,538 | 4,256 | 4,604 | 4,604 | 4,604 |
| Announcement Date | 5/15/19 | 5/7/20 | 5/14/21 | 5/11/22 | 5/17/23 | - | - | - |
1INR in Million2INR
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: Marzo | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 30,345 | 28,416 | 26,707 | 36,659 | 43,049 | 45,321 | 50,733 | 56,928 |
| EBITDA 1 | 4,859 | 3,494 | 4,201 | 5,557 | 7,494 | 6,919 | 8,438 | 9,672 |
| EBIT 1 | 4,395 | 2,923 | 3,622 | 4,986 | 6,826 | 6,131 | 7,527 | 8,634 |
| Operating Margin | 14.48% | 10.29% | 13.56% | 13.6% | 15.86% | 13.53% | 14.84% | 15.17% |
| Earnings before Tax (EBT) 1 | 5,242 | 3,868 | 3,963 | 5,310 | 7,329 | 7,014 | 8,529 | 9,808 |
| Net income 1 | 3,357 | 2,890 | 2,977 | 3,951 | 5,248 | 5,230 | 6,362 | 7,319 |
| Net margin | 11.06% | 10.17% | 11.15% | 10.78% | 12.19% | 11.54% | 12.54% | 12.86% |
| EPS 2 | 65.70 | 58.50 | 60.20 | 79.90 | 106.2 | 105.8 | 128.7 | 148.0 |
| Free Cash Flow 1 | 1,353 | 2,345 | 2,504 | -345.4 | 5,835 | 3,302 | 4,348 | 4,965 |
| FCF margin | 4.46% | 8.25% | 9.37% | -0.94% | 13.55% | 7.29% | 8.57% | 8.72% |
| FCF Conversion (EBITDA) | 27.85% | 67.1% | 59.59% | - | 77.86% | 47.72% | 51.53% | 51.34% |
| FCF Conversion (Net income) | 40.31% | 81.14% | 84.1% | - | 111.19% | 63.13% | 68.35% | 67.84% |
| Dividend per Share 2 | 12.00 | - | 14.50 | 14.50 | 14.50 | 32.62 | 35.16 | 39.84 |
| Announcement Date | 5/15/19 | 5/7/20 | 5/14/21 | 5/11/22 | 5/17/23 | - | - | - |
1INR in Million2INR
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2026 S1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 8,187 | 8,475 | 6,935 | 9,664 | 9,670 | 10,390 | 10,547 | 10,783 | 10,772 | 10,946 | 11,496 | 12,076 | 11,658 | 11,370 | - |
| EBITDA | 1,804 | 1,482 | 1,138 | 1,598 | 1,232 | 1,594 | 1,837 | 2,146 | 1,841 | 1,670 | - | 2,199 | 1,776 | 1,875 | - |
| EBIT | 1,651 | 1,345 | 997.4 | 1,474 | 1,076 | 1,443 | - | 1,977 | 1,670 | 1,501 | - | 2,061 | 1,591 | 1,677 | - |
| Operating Margin | 20.17% | 15.87% | 14.38% | 15.26% | 11.13% | 13.88% | - | 18.34% | 15.51% | 13.71% | - | 17.07% | 13.65% | 14.75% | - |
| Earnings before Tax (EBT) | 1,736 | 1,387 | 1,058 | 1,561 | 1,234 | 1,457 | 1,761 | 2,075 | 1,797 | 1,696 | - | 2,309 | 1,724 | 1,899 | - |
| Net income | 1,281 | 1,049 | 791.2 | 1,176 | 888.9 | 1,095 | 1,291 | 1,558 | 1,165 | 1,228 | - | 1,730 | 1,251 | 1,422 | - |
| Net margin | 15.65% | 12.37% | 11.41% | 12.17% | 9.19% | 10.54% | 12.24% | 14.45% | 10.81% | 11.22% | - | 14.33% | 10.73% | 12.51% | - |
| EPS | 25.90 | 21.20 | 16.00 | 23.80 | 18.00 | 22.10 | 26.10 | 31.50 | 23.60 | 24.80 | - | 35.00 | 26.77 | 28.73 | 127.0 |
| Dividend per Share | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 2/5/21 | 5/14/21 | 7/23/21 | 10/27/21 | 2/9/22 | 5/11/22 | 7/27/22 | 11/3/22 | 2/8/23 | 5/17/23 | 8/2/23 | - | - | - | - |
1INR in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - | - | - |
| Net Cash position 1 | 5,576 | 6,183 | 5,003 | 3,858 | 9,435 | 12,005 | 12,502 | 15,533 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow 1 | 1,353 | 2,345 | 2,504 | -345 | 5,835 | 3,302 | 4,348 | 4,965 |
| ROE (net income / shareholders' equity) | 19% | 16% | 17.2% | 22.9% | 24.8% | 20.6% | 21.6% | 21.5% |
| ROA (Net income/ Total Assets) | 14.2% | 12.1% | - | - | - | - | - | - |
| Assets 1 | 23,698 | 23,830 | - | - | - | - | - | - |
| Book Value Per Share 2 | 343.0 | 385.0 | 316.0 | 381.0 | 474.0 | 547.0 | 631.0 | 739.0 |
| Cash Flow per Share | 35.40 | 66.80 | - | - | - | - | - | - |
| Capex 1 | 457 | 953 | 736 | 916 | 1,067 | 1,371 | 1,398 | 1,352 |
| Capex / Sales | 1.51% | 3.35% | 2.76% | 2.5% | 2.48% | 3.03% | 2.76% | 2.37% |
| Announcement Date | 5/15/19 | 5/7/20 | 5/14/21 | 5/11/22 | 5/17/23 | - | - | - |
1INR in Million2INR
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
C-
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +0.03% | 2.73B | |
| +11.73% | 82.35B | |
| +20.17% | 71.09B | |
| +20.89% | 37.72B | |
| +15.77% | 32.01B | |
| +9.19% | 27.2B | |
| +3.18% | 26.74B | |
| +4.22% | 26B | |
| +16.93% | 25.5B | |
| +17.14% | 24.76B |
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