| Revenue guidance | 10.0% → 28.0% Raised by 18.0 percentage points |
|---|
| Revenue growth | 17.5% YoY for Q2 CY26. |
|---|---|
| Margins | EBITDA margin at 19.1%; impacted by FX and input costs. |
| Order book | Solid for the year; high-value wins in Industrial segment. |
| Demand visibility | Strong order book for the year; solid export momentum. |
| Management confidence | High; citing market share gains despite industry headwinds. |
Growth
Revenue grew 17.5% YoY and 7% QoQ; PAT at INR 337 crores. Automotive Technologies surged 33% YoY.
Outlook
CY26 capex guided at INR 400-500 crores. Targeted export cap at 20% of revenue for natural hedging.
Risks
Rising input costs (LPG, propane), freight increases, and passenger vehicle production slowdown (down 8% QoQ).
Last quarter's promises, checked
Delivered
- Guided 10-12% export growth → delivered 24% (= BEAT)
- Guided 80% localization → delivered 80% (= BEAT)
- Guided positive cash flow → delivered positive cash flow (= BEAT)
Partly delivered
- Guided 19.3% EBITDA margin → delivered 19.1% (= PARTIAL)
Investor Presentation filed with BSE, NSE: SCHAEFFLER. Summary written with AI assistance from the document.
Schaeffler India Ltd: key numbers
- Share price
- ₹3,800.00
- Market cap
- ₹59,395 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.
More from Schaeffler India Ltd
All →Schaeffler India Annual General Meeting
Schaeffler India reported the voting results of its recent postal ballot. Shareholders approved the appointment of Mr. Christophe Hannequin and Mr. Chetan Kumar Maini as directors.
Schaeffler India Other Announcement
Schaeffler India disclosed an ESG score of 65 from ESG Risk Assessments & Insights. The company did not engage the provider, which acted on public data.
Schaeffler India Business Update
Schaeffler India announces unifying aftermarket brands FAG, INA, and LuK under one Schaeffler identity. Phased global rollout begins Q2 2027 with new packaging design.
Schaeffler India Other Announcement
Schaeffler India informed the exchange about a social media post regarding a special window for transfer and dematerialization of physical securities.
Schaeffler India Annual General Meeting
Schaeffler India Limited has issued a Postal Ballot Notice seeking shareholder approval for the appointment of Mr. Christophe Hannequin and Mr. Chetan Kumar Maini to the Board.
Schaeffler India Management Change
Schaeffler India Limited has appointed Amit Bhalerao as its new Chief Operating Officer, effective August 10, 2026. He brings over two decades of manufacturing leadership experience.