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Schaeffler India Limited (SCHAEFFLER)

Automobile and Auto Components · Auto Components · NSE · Updated 16 June 2026

₹4,041.2 ↑ 0.58% (1Y)

🎯 Key Takeaways

Schaeffler India is transitioning from a mature industrial components player into a growth-oriented, sustainability-driven mobility solutions provider, with strategic emphasis on e-mobility and EV supply chains. Management is leveraging strong profitability and operational efficiency to reinvest in high-growth segments while maintaining financial discipline.
Revenue grew 0.9% QoQ to ₹2,136 in Q3FY25.
⚠️ Macroeconomic pressures from inflation and supply chain volatility could impact cost structures and margin sustainability.

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 transitioning from a mature industrial components player into a growth-oriented, sustainability-driven mobility solutions provider, with strategic emphasis on e-mobility and EV supply chains. Management is leveraging strong profitability and operational efficiency to reinvest in high-growth segments while maintaining financial discipline.

📰 What's Happening

In Q1 FY26, Schaeffler India reported 18.8% YoY revenue growth to ₹25,070 million and 19.7% YoY PBT growth to ₹4,257 million, driven by double-digit expansion in Automotive Technologies and Vehicle Lifetime Solutions. The company emphasized sustained earnings quality amid inflation and supply chain pressures, with management highlighting continued momentum and commitment to financial targets. The Q1 results were discussed during the earnings call on April 30, 2026, where MD Harsha Kadam and CFO Hardevi Vazirani presented performance and operational updates. Additionally, on April 30, 2026, the company held its 63rd AGM, where it approved financials, declared dividends, and appointed Maximilian Andreas Fiedler as a Non-Executive Director effective January 1, 2026, reinforcing leadership continuity and strategic oversight in emerging mobility areas.

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

Operating performance has shown consistent profitability with stable margins — EBITDA margin improved to 35% in CY 2025 from prior periods, and net profit margins held firm at 12.8% in Q1 FY26 despite macro headwinds. Revenue growth accelerated to 18.8% YoY in Q1 FY26, up from single-digit growth in previous quarters, indicating successful execution of growth initiatives in high-value segments. The sequential decline in revenue and margins in Q1 FY26 appears to be a temporary softening rather than a structural shift, as YoY trends remain robust and management attributes it to transient supply and cost pressures.

🔮 Management Outlook & What's Next

Management has expressed confidence in sustaining growth momentum and achieving stated financial and operational targets, with no formal forward guidance provided in the latest filings. However, during the Q1 FY26 earnings call on April 30, 2026, MD Harsha Kadam reaffirmed the company’s commitment to capital efficiency, localization, and expanding its footprint in e-mobility and new growth areas. The strategic focus is clearly on transitioning into higher-growth segments of the automotive value chain, supported by ESG initiatives and leadership enhancements.

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. Macroeconomic pressures from inflation and supply chain volatility could impact cost structures and margin sustainability. 2. Transition into e-mobility and new growth areas carries execution risk, including technology adoption timelines and competitive pressures. 3. High P/E ratio (67x) reflects elevated valuation expectations, making the stock sensitive to any earnings miss or guidance downgrade.

📋 Recent Filings

🧠 Analyst's Read

Schaeffler India is executing a strategic shift toward high-growth mobility segments with improving profitability and ESG leadership, but the transition is still unfolding. Investors should monitor management’s ability to scale e-mobility operations, maintain margin resilience, and deliver on financial targets amid evolving automotive industry dynamics.

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 2026-06-16.