| Revenue growth | 17.5% YoY |
|---|---|
| Margins | EBITDA margin slightly down to 19.1% from 19.7% YoY. |
| Demand visibility | Strong rural demand for tractors/2W; urban infrastructure for PVs/CVs. |
| Management confidence | High |
Growth
Revenue grew 17.5% YoY and 7.0% QoQ. PAT increased 13.7% YoY to INR 3,367 mn.
Outlook
Capex framework remains on track with 6M 2026 spending at INR 1,746 mn; focus on range extension.
Risks
Earnings impacted by geopolitical developments affecting fuel prices and depreciating INR; working capital increased due to inventories.
Last quarter's promises, checked
Delivered
- Exports growth 10-12% → delivered 23.9% (= BEAT)
- Revenue growth double-digit → delivered 17.5% (= BEAT)
- Capex INR 400-500 cr → delivered INR 174.6 cr in 6M (= BEAT)
Missed
- EBITDA margin 19.3% → delivered 19.1% (= MISS)
Investor Presentation filed with NSE, 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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