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Earnings Call

Schaeffler India Earnings Call: Key Takeaways

Schaeffler India posted Q1 CY26 revenue of INR 2,507 cr, up 18.8% YoY, and PAT of INR 319.7 cr, up 12.8% YoY. Strategy focuses on localization (now 80%) and diversifying into e-mobility.

Highlights
Revenue growth18.8% YoY growth in Q1 CY26.
MarginsEBITDA margin stable at 19.3% despite input cost pressures.
Order bookSolid export order book; expected minimum 10% growth.
Demand visibilityStrong traction in automotive; industrial sectors showing mixed recovery speeds.
Management confidenceHigh; weathering headwinds through localization and strategic recalibration.

Growth

Revenue grew 18.8% YoY; Automotive Technologies led with 30.8% growth. EBITDA at INR 483 cr with 19.3% margin.

Outlook

FY26 export growth guided at 10-12%. Capex planned between INR 400-500 cr. Focusing on Phase 2 e-axle localization.

Risks

Geopolitical conflicts in West Asia causing fuel cost inflation and supply chain bottlenecks; seasonal liquidity crunch in industrial aftermarket.

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
₹3,582.00
Market cap
₹55,988 Cr
Revenue (annual)
₹9,686 Cr
Net profit (annual)
₹1,150 Cr
P/E (TTM)
42.6×Sector 51.9×
Promoter holding
74.13%+0.00% QoQ
FII holding
4.29%Current quarter

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

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