Schaeffler India Limited (SCHAEFFLER) — Announcement Announcement
· NSE
Neutral
📢 Key Event
Schaeffler India reports 18.8% YoY revenue growth to INR 2,507 crores in Q1 CY26 with 19% EBITDA margin and 12.8% PAT growth.
🔄 What Changed
Revenue growth of 18.8% YoY and EBITDA margin of 19% in Q1 CY26, contrasting with 5.1% QoQ revenue decline due to sector-specific calibrations.
🔮 What's Next
Export growth expected at 10-12% for full-year CY26; Phase 2 of e-axle localization underway; capex of INR 400-500 crores planned for 2026.
💡 Investor Takeaway
Shareholders should note that while revenue and profitability are growing steadily, near-term margin pressure and sector-specific softness require patience as the company recalibrates its portfolio and leverages export momentum.
⚠️ Risks
Commodity cost inflation (LPG/propane), supply chain headwinds in West Asia, softness in industrial bearings due to aftermarket liquidity crunch, and competitive pricing pressures.
Schaeffler India reported 18.8% YoY revenue growth to INR 2,507 crores in Q1 CY26, driven by strong automotive and export demand, with EBITDA at INR 483 crores (19% margin) and PAT up 12.8% to INR 319.7 crores. Despite a 5.1% QoQ revenue dip due to sector-specific calibrations, core industrial growth and new business wins in transmission and BS-VI products supported performance. Management highlighted resilient domestic conditions, robust export growth of 32.5% YoY, and strategic capex of INR 80 crores, while navigating commodity inflation and supply chain headwinds in select segments.
Recent Announcements from Schaeffler India Limited
Announcement — 19 May 2026
Schaeffler India received an ESG score of 70.9 from SES ESG Research, evaluating its environmental, social, and governance performance. The rating was...
🟡 Board Meeting — 1 May 2026
Schaeffler India presented its 63rd Annual General Meeting on April 30, 2026, highlighting strong financial performance with revenue of **₹93,953 cror...
Announcement — 30 April 2026
Schaeffler India disclosed that the audio recording of its April 30, 2026 analyst/investor meeting is now available on its website, marking the first ...
🟡 Board Meeting — 30 April 2026
Schaeffler India held its 63rd Annual General Meeting on April 30, 2026, at 3:30 p.m. IST via video conference at its Pune registered office. All dire...
🟡 Board Meeting — 29 April 2026
The Board of Schaeffler India Limited approved unaudited standalone and consolidated financial results for Q1 FY2026 ending March 31, 2026, during its...
Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.