ALFA Finder| Revenue guidance | 10.0% → 28.0% Raised by 18.0 percentage points |
|---|
| Revenue growth | 17.5% YoY for Q2 CY26. |
|---|---|
| Margins | EBITDA margin at 19.1%; impacted by FX and input costs. |
| Order book | Solid for the year; high-value wins in Industrial segment. |
| Demand visibility | Strong order book for the year; solid export momentum. |
| Management confidence | High; citing market share gains despite industry headwinds. |
Growth
Revenue grew 17.5% YoY and 7% QoQ; PAT at INR 337 crores. Automotive Technologies surged 33% YoY.
Outlook
CY26 capex guided at INR 400-500 crores. Targeted export cap at 20% of revenue for natural hedging.
Risks
Rising input costs (LPG, propane), freight increases, and passenger vehicle production slowdown (down 8% QoQ).
Last quarter's promises, checked
Delivered
- Guided 10-12% export growth → delivered 24% (= BEAT)
- Guided 80% localization → delivered 80% (= BEAT)
- Guided positive cash flow → delivered positive cash flow (= BEAT)
Partly delivered
- Guided 19.3% EBITDA margin → delivered 19.1% (= PARTIAL)
Investor Presentation filed with BSE, 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.