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Schaeffler India Ltd
NSE:SCHAEFFLER

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Schaeffler India Ltd Logo
Schaeffler India Ltd
NSE:SCHAEFFLER
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Price: 3 846.1 INR -0.99%
Market Cap: ₹601.1B

Schaeffler India Ltd
Investor Relations

Schaeffler India Ltd., a subsidiary of the global Schaeffler Group, has firmly positioned itself as a key player in the Indian engineering sector, focusing primarily on the automotive and industrial segments. With a legacy enriched by technological innovation, Schaeffler India leverages its expertise to manufacture and distribute precision components that drive efficiencies across diverse applications. Their product portfolio is robust, ranging from engine parts, transmission systems, and chassis applications for vehicles, to high-precision industrial applications like bearings and systems that improve operational efficiencies for a wide spectrum of industries. This strategic positioning within critical components of machinery and vehicles ensures that Schaeffler captures a sustainable demand cycle spanning across both flourishing and mature industrial landscapes.

The company's business model is intricately linked to building relationships within the vast network of its clientele, which includes some of the foremost OEMs (Original Equipment Manufacturers) alongside an expansive aftermarket presence. By investing heavily in research and development, Schaeffler India ensures its offerings stay abreast of technological advancements, particularly emphasizing innovation within energy efficiency and automation solutions. This commitment is not merely to supply parts, but to offer integrated solutions that foster increased machine longevity and performance, tying Schaeffler's growth closely to India's industrial growth trajectory. The result is a symbiotic mechanism where Schaeffler India continually aligns its operational strategies with the evolving demands of modern engineering practices, thereby anchoring its profitability and market relevance.

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SCHAEFFLER
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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 25, 2026
AI Summary
Q4 2025

Revenue Growth: Schaeffler India reported Q4 revenue of INR 2,643 crores, up 26.9% year-on-year and 12% quarter-on-quarter, marking its highest quarterly performance in the past year.

Profitability: Profit after tax for Q4 reached INR 328 crores, with margin improvement to 12.4% from 12% in Q4 last year.

Strong Cash Flow: Free cash flow generation was robust at INR 254 crores for the quarter, representing a 56% year-on-year increase.

Double-Digit Annual Growth: Full-year revenue stood at INR 9,395 crores, up 16.3% over the previous year, with EBITDA margin improving to 19.6%.

Capacity Utilization & CapEx: Plants ran above 85% capacity; CapEx for 2025 was moderated to INR 375–400 crores, with plans to increase investments again from 2026.

Automotive & Export Outperformance: Automotive segment and exports both showed strong double-digit growth, with the export business rebounding 24% in 2-wheelers and 58% in commercial vehicles.

Dividend Announced: The Board approved a dividend of INR 35 per share, within the targeted payout range.

Sustainability Milestone: Schaeffler India ranked first in India and seventh globally in the S&P Dow Jones Sustainability Index, with a 40-point improvement to a score of 76/100.

Key Financials
Revenue
INR 2,643 crores
Annual Revenue
INR 9,395 crores
Profit After Tax
INR 328 crores
Annual Profit After Tax Margin
12.7%
Quarterly Profit After Tax Margin
12.4%
EBITDA Margin
19.6%
EBIT Margin
16.1%
Free Cash Flow
INR 254 crores
CapEx
INR 375–400 crores
Dividend Per Share
INR 35
Capacity Utilization
above 85%
Localization Rate
78%
Working Capital as % of Sales
17.9%
Other Earnings Calls

Management

Mr. Harsha Kadam
MD, CEO & Director
No Bio Available
Ms. Hardevi Vazirani
Director of Finance, CFO & Whole Time Director
No Bio Available
Mr. Sameer Mathur
Chief Operations Officer
No Bio Available
Mr. Ashish Tiwari
VP of Legal, Compliance Officer & Company Secretary
No Bio Available
Mr. Seshan Iyer
President of Industrial India
No Bio Available
Mr. Debasish Satpathy
President of Automotive Aftermarket
No Bio Available
Mr. Aashish Bhatia
President of Automotive Technologies (Automotive OE Business)
No Bio Available
Mr. Omkar Kulkarni
Vice President of Future Mobility
No Bio Available
Santosh Poojari
Vice President
No Bio Available
Mr. Viswanathan Sambasivam
Vice President of Automotive
No Bio Available

Contacts

Address
MAHARASHTRA
Pune
Maneja15th Floor, Amar Sadanand Tech Park, Plot No 3, Survey 105/3 104/1, Baner
Contacts
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