| Management target | Revenue 2026 |
|---|
| Margins | 70% of cost increases historically recovered; EV margins currently low. |
|---|---|
| Order book | Maintained book-to-bill ratio above one to sustain growth. |
| Demand visibility | 3-year visibility for new launches; tracking project probability success rates. |
| Management confidence | High on localization and domestic automotive demand. |
Growth
Domestic market growing at 14-15%; exports targeted at 15-20% of total mix. Automotive sector growing at double digits.
Outlook
Expanding Savli and Shoolagiri plants; targeting 15% EV adoption by 2030-31; localized e-axle Phase 3 starting soon.
Risks
Geopolitical tensions impacting industrial exports; FX volatility on 100% imported initial EV kits; raw material cost pass-through delays.
Last quarter's promises, checked
Delivered
- CY26 Capex target INR 400-500Cr → On track with orders for balance INR 325Cr (= BEAT)
- Targeting 15-20% export momentum → Delivered 24% YoY growth (= BEAT)
- Maintain EBITDA margin profile → Delivered 19.1% vs 18.5% consolidated (= BEAT)
Partly delivered
- Industrial double-digit growth aspiration → Only achieved 5% YoY (= PARTIAL)
- KRSV/Koovers breakeven target → EBITDA remains negative with 2029 target set (= PARTIAL)
Missed
- VLS segment outperformance → Growth slowed to 9.9% from historical 20%+ (= MISS)
Earnings Call Transcript filed with BSE, NSE: SCHAEFFLER. Summary written with AI assistance from the document.
Schaeffler India Ltd: key numbers
- Share price
- ₹3,620.00
- Market cap
- ₹56,582 Cr
- Revenue (annual)
- ₹9,686 Cr
- Net profit (annual)
- ₹1,150 Cr
- P/E (TTM)
- 43.1×Sector 52.0×
- 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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