Schaeffler India Ltd
NSE:SCHAEFFLER

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Schaeffler India Ltd Logo
Schaeffler India Ltd
NSE:SCHAEFFLER
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Price: 3 839.1 INR 0.2% Market Closed
Market Cap: 600.1B INR

Schaeffler India Ltd
Investor Relations

Schaeffler India Ltd., a subsidiary of the global Schaeffler Group, has firmly positioned itself as a key player in the Indian engineering sector, focusing primarily on the automotive and industrial segments. With a legacy enriched by technological innovation, Schaeffler India leverages its expertise to manufacture and distribute precision components that drive efficiencies across diverse applications. Their product portfolio is robust, ranging from engine parts, transmission systems, and chassis applications for vehicles, to high-precision industrial applications like bearings and systems that improve operational efficiencies for a wide spectrum of industries. This strategic positioning within critical components of machinery and vehicles ensures that Schaeffler captures a sustainable demand cycle spanning across both flourishing and mature industrial landscapes.

The company's business model is intricately linked to building relationships within the vast network of its clientele, which includes some of the foremost OEMs (Original Equipment Manufacturers) alongside an expansive aftermarket presence. By investing heavily in research and development, Schaeffler India ensures its offerings stay abreast of technological advancements, particularly emphasizing innovation within energy efficiency and automation solutions. This commitment is not merely to supply parts, but to offer integrated solutions that foster increased machine longevity and performance, tying Schaeffler's growth closely to India's industrial growth trajectory. The result is a symbiotic mechanism where Schaeffler India continually aligns its operational strategies with the evolving demands of modern engineering practices, thereby anchoring its profitability and market relevance.

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SCHAEFFLER
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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 3, 2025
AI Summary
Q3 2025

Strong Revenue Growth: Schaeffler India posted Q3 revenue of INR 2,360 crores, up 13.9% YoY and 3.4% over the previous quarter.

Record Margins: EBITDA margin exceeded 20% for the first time, improving from 19.7% in the previous quarter.

Localization Gains: Localization content rose to 79%, supporting both cost efficiency and India's manufacturing agenda.

Automotive Outperformance: Automotive Technologies segment grew 18.7% over nine months, with significant new business wins and market share gains.

Industrial Variability: Bearings & Industrial Solutions grew 4.1% over nine months but faced project-based timing swings; management sees no structural weakness.

Healthy Cash Flow: Free cash flow reached INR 223 crores for the quarter and INR 747 crores for the nine months.

CapEx Moderation: CapEx for the nine months was INR 267 crores, with focus shifting to capital efficiency and asset utilization.

Optimistic Outlook: Management expects GST reforms and sector momentum to drive further growth in the coming quarters.

Key Financials
Revenue
INR 2,360 crores
EBITDA Margin
20.2%
EBITDA
INR 476 crores
Profit After Tax
INR 306.7 crores
Free Cash Flow (Quarter)
INR 223 crores
Free Cash Flow (Nine Months)
INR 747 crores
CapEx (Nine Months)
INR 267 crores
Nine-Month Revenue Growth
12.7%
Nine-Month EBITDA Margin
19.7%
Nine-Month EBIT Margin
16.2%
Nine-Month Profit After Tax Margin
12.9%
Automotive Technologies Nine-Month Growth
18.7%
Vehicle Lifetime Solutions Nine-Month Growth
10.6%
Bearings and Industrial Solutions Nine-Month Growth
4.1%
Intercompany and Exports Nine-Month Growth
27.5%
Working Capital
19%
Localization Content
79%
Savli Plant Utilization
about 90%
KRSV (E-commerce) Revenue (Quarter)
INR 74.8 crores
KRSV EBITDA Margin
-14.7%
Other Earnings Calls

Management

Mr. Harsha Kadam
MD, CEO & Director
No Bio Available
Ms. Hardevi Vazirani
Director of Finance, CFO & Whole Time Director
No Bio Available
Mr. Sameer Mathur
Chief Operations Officer
No Bio Available
Mr. Ashish Tiwari
VP of Legal, Compliance Officer & Company Secretary
No Bio Available
Mr. Seshan Iyer
President of Industrial India
No Bio Available
Mr. Debasish Satpathy
President of Automotive Aftermarket
No Bio Available
Mr. Aashish Bhatia
President of Automotive Technologies (Automotive OE Business)
No Bio Available
Mr. Omkar Kulkarni
Vice President of Future Mobility
No Bio Available
Santosh Poojari
Vice President
No Bio Available
Mr. Viswanathan Sambasivam
Vice President of Automotive
No Bio Available

Contacts

Address
MAHARASHTRA
Pune
Maneja15th Floor, Amar Sadanand Tech Park, Plot No 3, Survey 105/3 104/1, Baner
Contacts