| Revenue growth | 27.4% YoY; 12.1% QoQ |
|---|---|
| Margins | EBITDA 18.7% vs 20.2% Q3'25; 19.1% Q2'26 |
| Demand visibility | Industry YTD: PVs +17.6%, CVs +20.7%, tractors +18.0% |
Growth
Revenue +27.4% YoY, +12.1% QoQ; domestic +24.0%, exports +46.3%. 9M revenue +21.4%, 9M PAT ₹10,268mn.
Outlook
No explicit numeric guidance. Management says capex framework on track and working capital to stay in check.
Risks
Input cost inflation, fuel prices and depreciating INR weigh on earnings quality. Working capital up on inventories and overdues.
Last quarter's promises, checked
Delivered
- Double-digit growth → rev +27.4% YoY (= BEAT)
- Exports ~15–20% growth → +46.3% YoY (= BEAT)
- B&IS double-digit growth → +14.7% YoY (= BEAT)
Partly delivered
- CY26 capex INR 500cr → 9M INR 357cr; 'on track' (= PARTIAL)
- H2 price/FX recovery → input costs still weigh, unquantified (= PARTIAL)
Missed
- FCF recovers lost ground in H2 → FCF -81.7% (= MISS)
- PAT margin held at 12.6–12.7% → 12.3% (= MISS)
- WC planned, recovers soon → WC up on inventories/overdues (= MISS)
Investor Presentation filed with BSE, NSE: SCHAEFFLER. Summary written with AI assistance from the document.
Schaeffler India Ltd: key numbers
- Share price
- ₹3,538.20
- Market cap
- ₹55,303 Cr
- Revenue (annual)
- ₹9,686 Cr
- Net profit (annual)
- ₹1,150 Cr
- P/E (TTM)
- 42.1×Sector 52.8×
- 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
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- Value
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Schaeffler India reported Q3 revenue growth of 27.4% year-on-year. The quarter and nine-month results were announced in a press release.
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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
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Schaeffler India Legal & Regulatory
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