ALFA Finder| Revenue growth | 17.5% YoY |
|---|---|
| Margins | EBITDA margin slightly down to 19.1% from 19.7% YoY. |
| Demand visibility | Strong rural demand for tractors/2W; urban infrastructure for PVs/CVs. |
| Management confidence | High |
Growth
Revenue grew 17.5% YoY and 7.0% QoQ. PAT increased 13.7% YoY to INR 3,367 mn.
Outlook
Capex framework remains on track with 6M 2026 spending at INR 1,746 mn; focus on range extension.
Risks
Earnings impacted by geopolitical developments affecting fuel prices and depreciating INR; working capital increased due to inventories.
Last quarter's promises, checked
Delivered
- Exports growth 10-12% → delivered 23.9% (= BEAT)
- Revenue growth double-digit → delivered 17.5% (= BEAT)
- Capex INR 400-500 cr → delivered INR 174.6 cr in 6M (= BEAT)
Missed
- EBITDA margin 19.3% → delivered 19.1% (= MISS)
Investor Presentation filed with NSE, NSE: SCHAEFFLER. Summary written with AI assistance from the document.
Schaeffler India Ltd: key numbers
- Share price
- ₹3,548.50
- Market cap
- ₹55,464 Cr
- Revenue (annual)
- ₹9,686 Cr
- Net profit (annual)
- ₹1,150 Cr
- P/E (TTM)
- 42.2×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.
More from Schaeffler India Ltd
All →Schaeffler India Other Announcement
Schaeffler India disclosed that CRISIL ESG Ratings assigned it an ESG Score of 67 on an unsolicited basis. The company did not engage or subscribe to the rating provider.
Schaeffler India Investor Presentation: Key Takeaways
Q2 FY27 (Q3CY26, Jul–Sep 2026) standalone: revenue ₹30,058mn (+27.4% YoY), EBITDA margin 18.7%, PAT ₹3,704mn (+20.8% YoY). Input costs weigh on margins; FCF down 81.7%.
Schaeffler India Legal & Regulatory
Schaeffler India received a GST demand order from Indore's adjudication authority imposing Rs.13.85 Crore penalty. The company is appealing and expects no material financial impact.
- Value
- ₹13.85 Cr
Schaeffler India Results Update
Schaeffler India reported Q3 revenue growth of 27.4% year-on-year. The quarter and nine-month results were announced in a press release.
Schaeffler India Q2 FY27 Results: Net Profit ₹349.1 Cr, Up 20.7% YoY
Schaeffler India Ltd reported revenue from operations of ₹3,089 Cr (+26.9% YoY) and net profit of ₹349.1 Cr (+20.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹349.1 Cr · +20.7% YoY
Schaeffler India Other Announcement
Schaeffler promoter group (holding 74.13%) notified the exchange of its intent to potentially monetize a small portion of its stake. The letter is explicitly non-binding with no transaction or pre-clearance initiated.