Net sales FY25 Public
91.6 bn SEK
≈ SEK 22.0 bn in Q4’25
A 119-year friction-fighter — SEK 91.6 bn net sales, ~38,700 people, ~130 countries — now executing the hardest move in its history: splitting one company into two listed entities, Industrial and Automotive. One business. One shared data estate. Being torn cleanly in two, against a 14% margin clock and a soft cash year. This is where a governed data layer earns its keep.
2025 organic growth was roughly flat, yet adj. margin held at 12.7% — cost actions and price/mix offsetting volume and a heavy FX drag. Q4 Industrial hit 15.6%.
Currency cut ~SEK 2.6 bn from Q4’25 sales alone. Reported numbers swing on translation — leadership needs the underlying signal cleanly separated from FX noise.
Aerospace grew ~12%/yr with an 8-pt margin gain 2022–25 — a high-mix pocket inside a slow industrial cycle. The portfolio mix matters more than the headline.
A carve-out means one shared SAP/ERP estate, one master-data spine, one set of customers, suppliers, plants and financial consolidations — all of it cleanly attributed to two companies that now report, govern and audit separately. Items affecting comparability of SEK 2.5–3.0 bn are budgeted for separation and footprint work. The entity that can see its split-apart data the fastest, governed and trusted, de-risks the whole transition.
Operating cash flow was a robust ~SEK 10.8 bn in 2024, but ran weak through 2025 — separation costs plus a working-capital build, driven by AR/AP timing and inventory. Public
Management explicitly flagged receivables/payables timing and inventory as the swing factors. Better signal on collections and stock directly releases cash. Public
Dividend held at SEK 7.75/share (~45% payout); CapEx guided ~SEK 5 bn for 2026. Cash discipline is the frame every number is judged against. Public
Post-demerger Q3 FY26: SKF India (Industrial) ~₹861 cr (+5.9% QoQ); SKF Automotive ~₹577 cr (+16.3% QoQ). Reported PBT carried one-off demerger costs — the textbook "transition noise" a governed layer is built to cut through. Public
Two freshly-separated listed entities + new plants + DPDP-era data governance = a live, India-grounded reason to act now.
The core. Ball, roller, magnetic — the spine of rotating machinery worldwide.
Sealing and automated lubrication systems — recently bolstered by acquisition.
IMx-1, smart bearings, remote sensing — predictive maintenance at scale.
Reliability, remanufacturing, technical support across the install base.
SKF doesn't need another warehouse — it needs the data it already has to be split cleanly, governed, and AI-ready across two companies, without an 18-month migration it can't afford mid-transition. That's precisely what SCIKIQ does: zero migration, 167+ connectors, non-invasive SAP, AI-ready in 3–6 weeks.
Give SKF Industrial and SKF Automotive each a clean, attributed, governed view of the data they inherit — customers, suppliers, plants, financials — without untangling the source SAP estate by hand. De-risk the most expensive part of the split. Illus.
Unify price/mix, cost, FX, collections and inventory signals into one governed layer — so the board sees the underlying margin and the trapped cash, separated from currency translation, in near real time. Illus.
Credential-based, read-governed integration sits beside SAP rather than rebuilding it — fast to stand up, nothing to migrate, no disruption to a manufacturer mid-restructure. Illus.
SKF already generates vast condition-monitoring data. Govern it into an AI-ready layer in weeks — the substrate for predictive-maintenance and reliability AI, owned and trusted, not locked in a point tool. Illus.
Forrester Top 34 AI-native platforms · NASSCOM League of 10 · DataIQ 2026 shortlist (Most Innovative Use of AI). In production with London Stock Exchange Group, American Express, Barclays, Landmark Group, IndiGo — regulated, data-heavy enterprises that vetted the governance.