Schaeffler India Limited (SCHAEFFLER)

Automobile and Auto Components · Auto Components · NSE · Updated 3 August 2026

By StockFin Research Team • AI-Assisted Analysis • Source: BSE/NSE Filings

₹4,079.2 ↓ 1.03% (1Y)

🎯 Key Takeaways

Schaeffler India is in a phase of sustained growth driven by strong top-line expansion in auto components demand, with profitability holding steady despite macroeconomic headwinds. Management is focused on operational execution and leadership transitions to maintain momentum, positioning the company as a structurally improving player in the auto ancillary space.
Revenue grew 0.9% QoQ to ₹2,136 in Q3FY25.
⚠️ Margin pressure from cost inflation, as explicitly flagged by management, poses a risk to earnings quality despite revenue growth.

Market Cap

₹62,984

P/E Ratio

67.0

Div Yield

0.00%

Promoter

0.0%

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📖 The Story

Schaeffler India is in a phase of sustained growth driven by strong top-line expansion in auto components demand, with profitability holding steady despite macroeconomic headwinds. Management is focused on operational execution and leadership transitions to maintain momentum, positioning the company as a structurally improving player in the auto ancillary space.

📰 What's Happening

In Q2’26, Schaeffler India reported 17.5% YoY revenue growth to ₹26,814 million and 18.1% YoY growth in H1’26 revenue to ₹51,884 million, with net profit reaching ₹6,564 million at a stable 12.7% margin. The board approved unaudited Q1 and H1 FY2026 results, confirming profit before tax of ₹8,782.37 crores for H1, and appointed Amit Dinesh Bhalerao as COO effective August 10, 2026. Additionally, Christophe Hannequin and Chetan Kumar Maini were appointed as Additional Directors pending shareholder approval at the upcoming AGM, with Maini’s term set until 2031. Management highlighted sustained momentum despite macro volatility, though earnings quality was pressured by cost inflation.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Q2FY24	Q3FY24	Q4FY24	Q1FY25	Q2FY25	Q3FY25
Revenue	1,854	1,875	1,873	2,107	2,116	2,136
Operating Profit	371	350	361	401	396	405
OPM %	18.4%	17.3%	17.6%	17.9%	17.4%	17.3%
Net Profit	233	210	220	245	236	237
EPS	₹14.90	₹13.40	₹14.10	₹15.70	₹15.10	₹15.20

Revenue has grown consistently over the past eight quarters, rising from ₹1,854 million in Q2FY24 to ₹2,136 million in Q3FY25, reflecting expanding market share and demand in key automotive segments. Operating margins have remained stable around 17.3–17.9%, indicating disciplined cost management, while net profit and EPS have shown steady improvement. This growth trajectory aligns with management’s commentary on sustained momentum, though margin pressure from cost headwinds was noted in the latest results.

🔮 Management Outlook & What's Next

Management expressed confidence in maintaining momentum for the remainder of the fiscal year, citing resilient demand trends and operational resilience amid macroeconomic uncertainty. While no formal long-term guidance was provided, the repeated emphasis on sustaining growth suggests an optimistic near-term outlook, contingent on cost control and execution of strategic initiatives.

Extracted from official company announcements. Not StockFin.ai's opinion.

⚖️ Peer Comparison — Auto Components

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
Samvardhana Motherson International Limited	1.37 L Cr	30.6	—	—	—
Bosch Limited	1.11 L Cr	55.0	—	—	—
Bharat Forge Limited	91,463	99.6	—	—	—
UNO Minda Limited	64,785	66.7	—	—	—
Schaeffler India Limited	62,984	67.0	—	—	—
Tube Investments of India Limited	55,168	47.4	—	—	—
MRF Limited	54,558	31.1	—	—	—
Balkrishna Industries Limited	41,530	23.4	—	—	—
Endurance Technologies Limited	35,848	44.7	—	—	—
Sona BLW Precision Forgings Limited	35,667	58.5	—	—	—

🔗 Peer Stock Analyses

MOTHERSON BOSCHLTD BHARATFORG UNOMINDA TIINDIA

⚠️ Risk Factors

1. Margin pressure from cost inflation, as explicitly flagged by management, poses a risk to earnings quality despite revenue growth. 2. Leadership transitions, including new COO and Additional Directors pending AGM approval, introduce execution risk if integration is delayed. 3. Dependence on cyclical auto sector demand exposes the company to macroeconomic volatility, particularly in key customer segments.

📋 Recent Filings

🧠 Analyst's Read

Schaeffler India is demonstrating consistent top-line growth and operational stability, but margin sensitivity and pending leadership integration remain key monitoring points. Investors should watch for clarity on cost management trajectory and the impact of new appointments on execution in the upcoming quarters.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-08-03.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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