| Revenue growth | 18.8% YoY growth in Q1 CY26. |
|---|---|
| Margins | EBITDA margin stable at 19.3% despite input cost pressures. |
| Order book | Solid export order book; expected minimum 10% growth. |
| Demand visibility | Strong traction in automotive; industrial sectors showing mixed recovery speeds. |
| Management confidence | High; weathering headwinds through localization and strategic recalibration. |
Growth
Revenue grew 18.8% YoY; Automotive Technologies led with 30.8% growth. EBITDA at INR 483 cr with 19.3% margin.
Outlook
FY26 export growth guided at 10-12%. Capex planned between INR 400-500 cr. Focusing on Phase 2 e-axle localization.
Risks
Geopolitical conflicts in West Asia causing fuel cost inflation and supply chain bottlenecks; seasonal liquidity crunch in industrial aftermarket.
Earnings Call filed with BSE, NSE: SCHAEFFLER. Summary written with AI assistance from the document.
Schaeffler India Ltd: key numbers
- Share price
- ₹3,799.50
- Market cap
- ₹59,388 Cr
- Revenue (annual)
- ₹9,686 Cr
- Net profit (annual)
- ₹1,150 Cr
- P/E (TTM)
- 47.4×Sector 53.9×
- Promoter holding
- 74.13%+0.00% QoQ
- FII holding
- 4.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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