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Earnings Call

Schaeffler India Earnings Call: Key Takeaways

Schaeffler India reported strong Q1CY26 results with Revenue at ₹25,070 mn (up 18.8% YoY) and PAT at ₹3,197 mn (up 20.5% YoY).

Why this was an Alfa AlertNot a filter event. Results are strong but no explicit beat against management's prior guided range was stated.
Highlights
Revenue growth18.8% YoY growth in Q1CY26.
MarginsEBITDA margin stable at 19.3% YoY.
Demand visibilitySustained by consumption and investment momentum.

Growth

YoY growth: Revenue +18.8%, EBITDA +18.6%, PAT +20.5%. Double-digit momentum in Auto Tech and Exports.

Outlook

Capex framework on track with ₹788 mn invested in Q1. Focus on localization and portfolio expansion.

Risks

Geopolitical conflicts impacting QoQ trends; supply chain disruptions and inflationary pressures on margins.

Source

Earnings Call filed with NSE, NSE: SCHAEFFLER. Summary written with AI assistance from the document.

Read the document ↗

Schaeffler India Ltd: key numbers

Share price
₹4,007.70
Market cap
₹62,642 Cr
Revenue (annual)
₹9,686 Cr
Net profit (annual)
₹1,150 Cr
P/E (TTM)
50.0×Sector 53.6×
Promoter holding
74.13%+0.00% QoQ
FII holding
4.36%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Schaeffler India reported Q2 CY26 revenue of INR 2,681 crores, up 17.5% YoY, with an EBITDA margin of 19.1%. Strategy focuses on market share gains in automotive and industrial localization.