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Earnings Call

Schaeffler India Earnings Call: Key Takeaways

Schaeffler India's 63rd AGM presentation highlights strong CY25 performance with revenue reaching ₹93,953 mn and an EBITDA margin of 19.6%. Strategy focuses on localization and E-Mobility.

Highlights
Revenue growth16.3% YoY for CY25.
MarginsEBITDA margins improved to 19.6% in CY25.
Order bookStrategic e-axle win confirmed.
Demand visibilityStrong across Automotive, Industrial, and Exports.
Management confidenceHigh; citing 'double digit growth momentum'.

Growth

Revenue grew 16.3% YoY to ₹93,953 mn; PAT grew to ₹11,398 mn in Vehicle Lifetime Solutions.

Outlook

Commissioning Shoolagiri (5th plant), localization of E-axles, and diversifying into Humanoid Robots/Hydrogen.

Risks

No specific macro risks detailed; focuses on operational ESG targets.

Source

Earnings Call filed with BSE, 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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