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Schaeffler India Appoints Amit Bhalerao as COO Effective August 10, 2026
Schaeffler India has appointed Amit Bhalerao as its Chief Operating Officer (COO), effective August 10, 2026. Bhalerao brings over 23 years of global experience in manufacturing and operations, having previously served as Managing Director and VP of Operations at Kelvion India. He will be responsible for overseeing the company's five manufacturing plants in India and driving the localization strategy, which currently stands at 79%. This leadership change is aimed at strengthening operational excellence for a company with a TTM revenue of Rs 10,097 Cr and a high ROCE of 28.0%.
Confidence: HIGH
What changedThe company has filled the critical Chief Operating Officer role with an external hire from Kelvion India to lead its manufacturing and supply chain functions.
Why it mattersFor a precision engineering firm like Schaeffler, operational leadership is vital to maintaining its 79% localization moat and managing the 'seesaw effect' of project-based revenue in sectors like Wind and Railways.
COO Experience: 23 yearsManufacturing Plants: 5Current Localization Rate: 79%TTM Revenue: Rs 10,097 CrEffective Date: August 10, 2026
📅 Short termThe announcement is likely to be viewed neutrally by the market as it represents a standard leadership transition without immediate impact on financials.
📈 Long termThe appointment is structurally significant for Schaeffler's goal of achieving 10% growth through localized manufacturing and expanding its EV and industrial product footprint.
⚠ Risk flags
- Execution risk during leadership transition
- Maintaining operational consistency across multiple plant locations
Key Highlights
Amit Bhalerao appointed as COO effective August 10, 2026, bringing 23+ years of experience.
Will oversee manufacturing operations across 5 Indian plants: Talegaon, Savli, Maneja, Hosur, and Shoolagiri.
Tasked with accelerating localization initiatives, which reached 79% in Q3 2025.
Previous experience includes leadership roles at Kelvion India, Cummins, Eaton, and Sterlite Technologies.
Joins the Executive Leadership Team to drive digital transformation and manufacturing strategy.
👀 What to Watch
Watch for any shifts in operational efficiency or margin improvements in upcoming quarters, as the new COO focuses on 'sweating assets' and digital transformation to maintain the current 18.3% OPM.
17.5% Revenue Growth in Q2 CY26; Automotive Outperforms Market Despite PV Slump
Schaeffler India reported a strong Q2 CY26 with revenue of 2,681 cr, up 17.5% YoY. The Automotive Technologies segment was a standout, growing 33.3% YoY and gaining market share as it grew 3.6% while the broader passenger vehicle market declined by 8%. Management maintained a CY26 capex guidance of 400-500 cr, with 175 cr already spent in H1. The e-commerce subsidiary Koovers is scaling with 80 cr quarterly revenue but is not expected to reach EBITDA breakeven until 2029.
Confidence: HIGH
What changedThe transcript confirms significant market share gains in the automotive segment and provides a clear profitability timeline for the Koovers acquisition (2029).
Why it mattersIt demonstrates the company's ability to grow despite sectoral headwinds in the PV and tractor segments, backed by a strong shift toward e-mobility and high localization.
Q2 Revenue: 2,681 crYoY Revenue Growth: 17.5%Automotive Tech Growth: 33.3%CY26 Capex Target: 500 crCapex vs TTM Revenue: ~4.95%Koovers Breakeven Year: 2029
📅 Short termThe stock may see positive sentiment due to the revenue beat and market share gains in a challenging automotive environment.
📈 Long termStructural growth is supported by e-mobility transitions and a high localization rate (79%), though the long breakeven for Koovers suggests a slow return on that specific investment.
⚠ Risk flags
- Rising inflation (CPI at 3.9%) impacting input costs
- Delayed monsoon potentially affecting tractor segment demand
- Long gestation period for Koovers profitability
Key Highlights
Q2 CY26 revenue reached 2,681 cr, representing a 17.5% YoY and 7% QoQ increase.
Automotive Technologies grew 33.3% YoY, driven by a 20% rise in conventional business and the remainder from e-mobility.
Company outperformed the PV market significantly, growing 3.6% vs a market drop of 8% in June.
CY26 capex target set at 400-500 cr, with 170 cr earmarked for automotive technologies.
Localization rate stands at 79%, with ongoing efforts to increase this to improve cost competitiveness.
👀 What to Watch
Watch for the execution of the remaining 225-325 cr capex in H2 CY26 and monitor if the 33% growth in automotive technology can be sustained as e-mobility nominations ramp up.
17.5% Revenue Growth in Q2CY26; EBITDA Margins Contract to 19.1% on Geopolitical Costs
Schaeffler India reported a 17.5% YoY revenue growth to ₹2,681.4 Cr for Q2CY26, driven by strong performance in Automotive Technologies and Exports. However, EBITDA margins contracted to 19.1% from 19.7% a year ago, primarily due to geopolitical pressures on fuel prices and currency depreciation. Free Cash Flow saw a significant 66.3% YoY decline to ₹96.5 Cr, impacted by a sharp rise in working capital (inventories) which reached ₹2,029.1 Cr. The consolidated entity, including the KRSV acquisition, showed a lower EBITDA margin of 18.5% as the new unit remains loss-making at the operating level.
Confidence: HIGH
What changedThe company integrated the KRSV acquisition into consolidated results and faced a significant spike in working capital/inventory levels during the quarter.
Why it mattersWhile top-line growth remains robust across automotive and export segments, the sharp drop in free cash flow and margin dilution from the new e-commerce acquisition (KRSV) are near-term headwinds for earnings quality.
Revenue (Q2CY26): ₹2,681.4 CrYoY Revenue Growth: 17.5%EBITDA Margin: 19.1%FCF Decline: -66.3%KRSV EBITDA Margin: -17.3%Capex vs TTM Revenue: ~0.95%
📅 Short termThe stock may face pressure due to the margin compression and the significant drop in free cash flow despite healthy revenue growth.
📈 Long termStructural growth remains intact with 79% localization and expansion into EV components, though the e-commerce integration (Koovers) will take time to turn profitable.
⚠ Risk flags
- Working capital spike (inventory)
- Margin dilution from KRSV acquisition
- Geopolitical impact on fuel and currency
Key Highlights
Revenue grew 17.5% YoY to ₹2,681.4 Cr, with domestic business up 16.2% and exports showing double-digit growth.
EBITDA margin compressed by 60 bps YoY to 19.1% due to higher input and geopolitical costs.
Free Cash Flow dropped 66.3% YoY to ₹96.5 Cr, driven by a ₹2,029.1 Cr working capital requirement.
KRSV (Koovers) acquisition contributed ₹79.1 Cr to revenue but posted a -17.3% EBITDA margin, diluting consolidated performance.
Capex for the quarter stood at ₹95.8 Cr, representing approximately 0.95% of TTM revenue.
👀 What to Watch
Monitor the stabilization of working capital and the turnaround of the KRSV (Koovers) business, which is currently diluting consolidated margins. Watch for the impact of monsoon and rural demand on the tractor segment, which grew 24.7% YTD.
17.5% YoY Revenue Growth in Q2 2026; Net Profit Reaches ₹336.7 Cr
Schaeffler India reported a robust 17.5% YoY revenue growth for Q2 2026, reaching ₹2,681.4 cr, driven by strong momentum in Automotive Technologies and Exports. While top-line growth exceeded the company's historical 10% expectation, PBT margins saw a slight contraction to 16.9% from 17.4% YoY due to geopolitical cost pressures. Net profit for the quarter stood at ₹336.7 cr, contributing to a half-year profit of ₹656.4 cr. The company continues to leverage its 79% localization rate to manage earnings quality amid a volatile macro-economic landscape.
Confidence: HIGH
What changedSchaeffler India reported its Q2 2026 financial results, showing continued double-digit revenue growth but a 50 bps YoY contraction in PBT margins.
Why it mattersThe results demonstrate strong market demand and successful export strategies, though rising geopolitical costs are beginning to test the company's margin resilience.
Q2 Revenue: ₹2,681.4 crYoY Revenue Growth: 17.5%Q2 Net Profit: ₹336.7 crPBT Margin: 16.9%H1 Revenue vs TTM Revenue: 51.4%
📅 Short termThe stock may react positively to the strong 17.5% revenue growth, which is significantly higher than the 10% expected growth rate, despite the slight margin dip.
📈 Long termThe company's focus on localization (79%) and expansion into EV components and e-commerce (Koovers) provides a solid structural growth foundation over the next 2-3 years.
⚠ Risk flags
- Geopolitical developments causing cost pressures on margins
- Quarterly volatility in project-based business like Wind and Railways
Key Highlights
Revenue from operations grew 17.5% YoY to ₹2,681.4 cr in Q2 2026
PBT (before exceptional items) increased 13.7% YoY to ₹452.5 cr for the quarter
H1 2026 revenue reached ₹5,188.4 cr, representing 51.4% of the TTM revenue
Net profit for the quarter stood at ₹336.7 cr with a margin of 12.6%
Double-digit growth momentum sustained in Automotive Technologies and Intercompany Exports
👀 What to Watch
Monitor the company's ability to pass through cost pressures in upcoming quarters to restore PBT margins to the 17.4%+ level. Watch for updates on new EV segment business nominations which are critical for long-term growth.
13.7% YoY PAT Growth to ₹336.7 Cr; Amit Bhalerao Appointed as COO
Schaeffler India reported a healthy 17.3% YoY increase in consolidated revenue to ₹2,760.55 Cr for the quarter ended June 30, 2026. Net profit grew by 13.7% YoY to ₹336.73 Cr, though margins faced slight pressure as total expenses rose 17.6% YoY, primarily driven by a 34.4% jump in raw material costs. The Automotive Technologies segment was the standout performer, growing 33.3% YoY. Additionally, the company appointed Amit Dinesh Bhalerao as Chief Operating Officer to lead global operational excellence initiatives.
Confidence: HIGH
What changedReported Q2 2026 financial results showing double-digit growth and announced a transition in the Chief Operating Officer role.
Why it mattersThe results demonstrate strong demand in the automotive sector despite global headwinds, while the management change signals a continued focus on lean transformation and supply chain integration.
Revenue (Q2 2026): ₹2,760.55 CrNet Profit (Q2 2026): ₹336.73 CrYoY Revenue Growth: 17.3%H1 Capex vs TTM Revenue: ~2.3%Cost of Materials Growth (YoY): 34.4%
📅 Short termThe stock may react positively to the strong top-line growth and the appointment of a seasoned global leader as COO.
📈 Long termStructural growth remains supported by high localization (79%) and expansion into EV segments, though margin management against raw material volatility remains key.
⚠ Risk flags
- Raw material cost inflation (up 34.4% YoY) outpacing revenue growth
- Project-based volatility in Wind and Railway segments
Key Highlights
Consolidated Revenue from operations rose 17.3% YoY to ₹2,760.55 Cr.
Net Profit for the quarter increased 13.7% YoY to ₹336.73 Cr.
Automotive Technologies segment revenue surged 33.3% YoY to ₹940.28 Cr.
H1 2026 Capex (purchase of property, plant, and equipment) stood at ₹233.19 Cr.
New COO Amit Bhalerao appointed effective August 10, 2026, with 23 years of global experience.
👀 What to Watch
Watch for the new COO's impact on operational efficiencies to counter rising raw material costs and monitor the sustainability of high growth in the Automotive Technologies segment.
Schaeffler India First to Secure BIS License for Cylindrical Roller Bearings
Schaeffler India has become the first company in the Indian bearing industry to receive a BIS license for Cylindrical Roller Bearings (CRB) under a new Indian standard. The certification covers its manufacturing facilities in Maneja and Savli, Gujarat. Additionally, both plants secured BIS licenses for Deep Groove Ball Bearings (DGBB). This regulatory milestone reinforces the company's localization strategy, which reached 79% in late 2025, and ensures compliance with India's evolving quality framework.
Confidence: HIGH
What changedSchaeffler India has officially complied with new Indian Standards for Cylindrical Roller Bearings, becoming the first in its industry to do so.
Why it mattersSecuring BIS licenses is critical for maintaining market access as India tightens quality control orders (QCOs). Being the first mover reduces regulatory risk and strengthens the brand's 'quality' moat against imports and domestic competitors.
Manufacturing plants with new license: 2 (Maneja and Savli)Total India manufacturing plants: 5TTM Revenue: ₹10,097 CrLocalization rate (Q3 2025): 79%Market Capitalization: ₹64,374 Cr
📅 Short termPositive sentiment expected as the company demonstrates regulatory readiness and quality leadership ahead of peers.
📈 Long termStrengthens the company's competitive position in the domestic market and aligns with the 'Make in India' initiative, supporting long-term volume growth in precision engineering.
Key Highlights
First company in the Indian bearing industry to secure BIS license for Cylindrical Roller Bearings (CRB)
Licenses granted for 2 key manufacturing locations: Maneja and Savli in Gujarat
Secured BIS licenses for Deep Groove Ball Bearings (DGBB) across both locations simultaneously
Supports the company's existing localization rate of 79% as reported in Q3 2025
Company operates a total of 5 manufacturing plants across India to serve automotive and industrial sectors
👀 What to Watch
Monitor if this first-mover advantage in regulatory compliance leads to increased market share in sectors with strict quality mandates, such as Railways or Defense, and track the progress of localization beyond 79%.
Schaeffler India Appoints EV Pioneer Chetan Maini and Group CFO to Board Effective July 2026
Schaeffler India has announced the appointment of Mr. Chetan Kumar Maini as an Independent Director for a five-year term starting July 1, 2026. Mr. Maini is a renowned pioneer in India's electric vehicle industry, which aligns with the company's strategic focus on future mobility. Additionally, Mr. Christophe Hannequin, the Global CFO of Schaeffler Group, joins as a Non-Executive Director effective the same date. These appointments are subject to shareholder approval and aim to strengthen the board's expertise in EV technology and global financial management.
Key Highlights
Mr. Chetan Kumar Maini appointed as Independent Director for a 5-year term from July 1, 2026, to June 30, 2031.
Mr. Christophe Hannequin, current Global CFO of Schaeffler Group, appointed as a Non-Executive Director.
Appointments are effective from July 1, 2026, pending shareholder approval via postal ballot.
Mr. Maini brings over 30 years of experience in electric mobility and energy solutions to the board.
👀 What to Watch
The inclusion of an EV industry veteran like Chetan Maini suggests a strong strategic push towards electrification. Investors should view this as a positive long-term development for the company's technological roadmap.
Schaeffler India Appoints Global CFO Christophe Hannequin and EV Pioneer Chetan Maini to Board
Schaeffler India has announced the appointment of two strategic directors to its board effective July 1, 2026. Mr. Christophe Hannequin, the Global CFO of Schaeffler Group, joins as a Non-Executive Director, ensuring strong alignment with the global parent's financial and IT strategies. Crucially, Mr. Chetan Kumar Maini, a pioneer in India's electric vehicle ecosystem, joins as an Independent Director for a five-year term. These appointments reflect a dual focus on global operational synergy and local expertise in the rapidly evolving EV and mobility sectors.
Key Highlights
Appointment of Mr. Christophe Hannequin, Global CFO of Schaeffler Group, as Non-Executive Director effective July 1, 2026.
Appointment of Mr. Chetan Kumar Maini as Independent Director for a 5-year term from July 1, 2026, to June 30, 2031.
Mr. Maini brings over 30 years of experience in mechanical engineering and electric mobility innovation.
The board has approved a Postal Ballot to seek shareholder approval for these appointments via ordinary and special resolutions.
👀 What to Watch
Investors should view the addition of an EV industry veteran like Chetan Maini as a positive indicator for the company's future growth in the electric mobility supply chain. No immediate portfolio changes are necessary, but the move strengthens the company's long-term strategic positioning.
Schaeffler India Partners with IISc Bengaluru for 32 PFLOPs Research Infrastructure
Schaeffler India has announced a strategic partnership with the Indian Institute of Science (IISc) to establish a high-performance computational research facility at the Foundation for Science Innovation and Development (FSID). The initiative aims to reach a peak performance of 32 PFLOPs, supporting advanced simulations in materials, energy systems, and sustainable mobility. Alongside the infrastructure, the company signed a Master Research Agreement (MRA) to facilitate long-term collaborative R&D projects. This move strengthens Schaeffler's innovation pipeline and aligns with its focus on digitalization and next-generation motion technology.
Key Highlights
Establishment of a computational research facility at IISc Bengaluru focusing on High-Performance Computing (HPC) and advanced analytics.
Long-term goal to achieve a peak computational performance of approximately 32 PFLOPs using a mixture of CPUs and GPUs.
Signed a Master Research Agreement (MRA) with IISc to formalize and execute multiple future collaborative research projects.
Infrastructure includes advanced in-rack cooling systems, power backup, and high-performance hybrid computing clusters.
The facility will support R&D for materials, energy systems, and sustainable mobility solutions for startups and industry partners.
👀 What to Watch
Investors should view this as a positive long-term strategic move that enhances the company's R&D capabilities and competitive edge in motion technology. Monitor how these research collaborations translate into product innovations or efficiency gains in the coming years.
Schaeffler India Q1 CY26 Revenue Grows 18.8% YoY to INR 2,507 Crores; EBITDA Margin at 19.3%
Schaeffler India reported a robust year-on-year revenue growth of 18.8% for Q1 CY26, reaching INR 2,507 crores, primarily driven by a 30.8% surge in Automotive Technologies and a 32.5% rise in Exports. While revenue dipped 5.1% sequentially due to market recalibration and liquidity issues in specific sectors, the company maintained a healthy EBITDA margin of 19.3% (INR 483 crores). Profit After Tax stood at INR 319.7 crores, reflecting a 12.8% margin. Management highlighted strong business wins in the railway and industrial sectors despite supply chain headwinds from the Middle East crisis.
Key Highlights
Revenue from operations increased 18.8% YoY to INR 2,507 crores, though it fell 5.1% QoQ.
EBITDA margin remained strong at 19.3%, with absolute EBITDA at INR 483 crores.
Automotive Technologies and Exports segments showed significant YoY growth of 30.8% and 32.5% respectively.
Profit After Tax (PAT) reached INR 319.7 crores, maintaining a double-digit margin of 12.8%.
Bearings and Industrial Solutions segment faced a 14.3% sequential drop due to planned recalibration and market liquidity constraints.
👀 What to Watch
Investors should take confidence in the strong YoY growth and margin resilience despite global supply chain disruptions. The company's expansion in the railway and EV sectors provides long-term growth visibility, though sequential volatility in industrial segments should be monitored.
Schaeffler India CY25: Revenue Hits ₹93,953 Mn, Dividend Hiked to ₹35 Per Share
Schaeffler India delivered a strong performance in CY25, with revenue growing 16.3% YoY to ₹93,953 million. Profitability improved as EBITDA margins expanded to 19.6% from 18.5%, while ROCE rose to 26.0%. The company increased its dividend to ₹35 per share, representing a 46% payout ratio. Strategic milestones include a major e-axle win and the commissioning of a 5th manufacturing facility at Shoolagiri to drive future growth.
Key Highlights
Revenue grew to ₹93,953 million in CY25, up from ₹80,763 million in CY24.
EBITDA margins improved to 19.6% and Return on Capital Employed (ROCE) reached 26.0%.
Dividend per share increased to ₹35 for CY25, compared to ₹28 in CY24.
Automotive Technologies segment revenue surged 24.6% YoY to ₹31,372 million.
Intercompany exports grew significantly by 32.7% YoY to ₹14,328 million.
👀 What to Watch
Investors should take note of the improving margin profile and the company's successful pivot toward e-mobility with local e-axle production. The stock remains a high-quality play on the Indian automotive and industrial recovery with strong capital efficiency.
Schaeffler India Shareholders Approve Dividend and Auditor Appointment at 63rd AGM
Schaeffler India Limited successfully concluded its 63rd Annual General Meeting on April 30, 2026, with all proposed resolutions passed by the shareholders with requisite majorities. Key approvals included the adoption of financial statements for the year ended December 31, 2025, and the formal declaration of a dividend. Shareholders also approved the appointment of Price Waterhouse, Chartered Accountants LLP, as the statutory auditors for a five-year term. The voting saw high participation, with total votes polled representing approximately 93.2% of the total outstanding shares.
Key Highlights
Dividend for the financial year ended December 31, 2025, was officially approved by shareholders.
Price Waterhouse appointed as Statutory Auditors for a 5-year term with 99.99% votes in favor.
Resolution to re-appoint Jens Schuler as Director passed with 99.86% majority.
Total of 145.7 million votes polled, representing approximately 93.2% of the total outstanding shares.
👀 What to Watch
Investors should note the confirmation of the dividend and the appointment of a Big Four audit firm, which reinforces corporate governance. No immediate action is required as the results align with standard corporate proceedings.
Schaeffler India Q1CY26 Revenue Grows 18.8% YoY to ₹25,070 Mn; PAT Up 20.5%
Schaeffler India reported a robust Q1CY26 with revenue increasing 18.8% YoY to ₹25,070 million, primarily led by the Automotive Technologies and Exports segments. EBITDA rose 18.6% YoY to ₹4,830 million, sustaining a margin of 19.3% through localization and capital efficiency. Net profit (PAT) grew 20.5% YoY to ₹3,197 million, although Free Cash Flow declined by 42.2% YoY to ₹1,369 million due to higher working capital needs. The company successfully navigated supply chain and inflationary headwinds to maintain earnings quality.
Key Highlights
Revenue from operations increased 18.8% YoY to ₹25,070 million.
EBITDA grew 18.6% YoY to ₹4,830 million with a stable margin of 19.3%.
Profit After Tax (PAT) rose 20.5% YoY to ₹3,197 million.
Automotive Technologies segment saw a massive 30.8% YoY growth.
Free Cash Flow decreased 42.2% YoY to ₹1,369 million due to working capital expansion.
👀 What to Watch
The strong performance in automotive and exports confirms the company's growth trajectory; investors should monitor working capital management in upcoming quarters. Maintain a positive outlook given the margin resilience and localization benefits.
Schaeffler India Q1'26 Revenue Up 18.8% YoY to INR 25,070 Million; Net Profit at INR 3,197 Million
Schaeffler India reported a robust year-on-year performance for the quarter ended March 31, 2026, with revenue growing 18.8% to INR 25,070 million. Profit Before Tax (PBT) rose 19.7% YoY to INR 4,257 million, driven by double-digit growth in Automotive Technologies and Exports. While revenue saw a sequential decline of 5.1% compared to Q4'25, the PBT margin improved slightly to 17.0% from 16.9% in the previous year. The company successfully maintained earnings quality through localization and capital efficiency despite supply chain challenges.
Key Highlights
Revenue from operations grew 18.8% YoY to INR 25,070 million
PBT (before exceptional items) increased 19.7% YoY to INR 4,257 million
PBT margin stood at 17.0%, up from 16.9% in both Q1'25 and Q4'25
Net Profit for the quarter reached INR 3,197 million with a 12.8% margin
Automotive Technologies and Vehicle Lifetime Solutions segments sustained double-digit growth momentum
👀 What to Watch
Investors should take confidence in the company's ability to expand margins and sustain YoY growth despite macro headwinds. The focus on localization and capital efficiency remains a key competitive advantage in the motion technology sector.
Schaeffler India Q1 PAT Rises 20.5% YoY to ₹3,197 Million
Schaeffler India reported a strong year-on-year performance for the quarter ended March 31, 2026, with revenue from operations growing 18.8% to ₹25,069.6 million. Net profit for the period increased by 20.5% YoY to reach ₹3,197.1 million, driven by growth in the mobility components and industrial segments. While YoY performance was robust, the company saw a slight sequential decline in revenue and profit compared to the quarter ended December 2025. The company maintains a healthy balance sheet with total assets reaching ₹86,171.5 million.
Key Highlights
Revenue from operations increased 18.8% YoY to ₹25,069.6 million from ₹21,100.2 million.
Net Profit (PAT) rose 20.5% YoY to ₹3,197.1 million compared to ₹2,654.1 million in the previous year.
Earnings Per Share (EPS) improved to ₹20.5 from ₹17.0 in the corresponding quarter last year.
Mobility components and related solutions segment revenue stood at ₹19,855.4 million.
Profit Before Tax (PBT) grew 19.7% YoY to ₹4,257.1 million.
👀 What to Watch
Investors should view the strong double-digit YoY growth as a positive sign of market demand and operational efficiency. The slight sequential dip should be monitored, but the overall growth trajectory remains healthy for long-term holders.
Schaeffler India Q4 CY25 Revenue Surges 26.9% YoY to INR 2,643 Crores; PAT Hits INR 328 Crores
Schaeffler India delivered a robust Q4 CY25 performance with revenue growing 26.9% YoY to INR 2,643 crores, driven by automotive recovery and GST 2.0 reforms. The company reported a PAT of INR 328 crores and an EBITDA of INR 5,056 million, maintaining a healthy 19.1% margin. Full-year CY2025 revenue reached INR 9,395 crores, bolstered by exceptional export growth in Commercial Vehicles (58%) and 2-wheelers (24%). Management emphasized new business wins in high-tech components like Dual Mass Flywheels and a strong free cash flow of INR 254 crores.
Key Highlights
Q4 CY25 revenue increased 26.9% YoY to INR 2,643 crores, marking its best performance in four quarters.
EBITDA for the quarter stood at INR 5,056 million with a 19.1% margin, compared to 20.2% in the preceding quarter.
Export sales saw massive growth in CY2025, with Commercial Vehicle exports up 58% and 2-wheeler exports up 24%.
The company generated a strong free cash flow of INR 254 crores during the quarter.
New business wins were secured in high-value segments including Dual Mass Flywheels and hydraulic cam phases.
👀 What to Watch
The strong top-line growth and massive export momentum make Schaeffler a compelling play on the automotive recovery. Investors should maintain a positive outlook given the robust order pipeline and healthy cash flow generation.
Schaeffler India Q4 Revenue Jumps 26.9% YoY to ₹26,431 Mn; Recommends ₹35 Dividend
Schaeffler India reported a strong performance for Q4 2025, with revenue growing 26.9% YoY to ₹26,431 million, driven by a 41.6% surge in the Automotive Technologies segment. Profit After Tax (PAT) for the quarter rose 31.5% YoY to ₹3,280 million, supported by improved EBITDA margins of 19.1%. The company demonstrated exceptional cash flow management, with full-year Free Cash Flow reaching ₹10,010 million compared to ₹2,239 million in 2024. Reflecting this strength, the Board recommended a higher dividend of ₹35 per share, maintaining a healthy payout ratio of 46%.
Key Highlights
Q4 Revenue increased 26.9% YoY to ₹26,431 million, with domestic business growing 23.8%.
Automotive Technologies division led growth with a 41.6% YoY increase in Q4 revenue.
Full-year 2025 Free Cash Flow surged to ₹10,010 million from ₹2,239 million in the previous year.
EBITDA margin for 12M 2025 improved to 19.6% from 18.5% in 12M 2024 due to localization and volume gains.
Recommended dividend of ₹35 per share for CY2025, up from ₹28 per share in CY2024.
👀 What to Watch
Investors should view the strong revenue growth and massive jump in free cash flow as a sign of high operational efficiency. The increased dividend payout and focus on localization make this a robust long-term holding in the industrial and automotive component sector.
Schaeffler India Q4 Net Profit at INR 3,280 Mn; Revenue Jumps 26.9% YoY; INR 35 Dividend Declared
Schaeffler India delivered a robust performance for the quarter ended December 31, 2025, with revenue growing 26.9% YoY to INR 26,431 million. The company's full-year PBT rose by 22.4% to INR 16,120 million, reflecting improved operational efficiency and volume gains despite a minor impact from labor code changes. Net profit for the full year reached INR 11,962 million with a healthy margin of 12.7%. Additionally, the board has recommended a dividend of INR 35 per share, maintaining a strong payout ratio of 46%.
Key Highlights
Q4 revenue from operations increased 26.9% YoY to INR 26,431 million and 12.0% sequentially.
Full-year PBT (before exceptional items) grew 22.4% YoY to INR 16,120 million with margins improving to 17.2%.
Net profit for the twelve-month period stood at INR 11,962 million, up from the previous year's 12.1% margin to 12.7%.
Board declared a dividend of INR 35 per share, representing a 46% payout ratio.
Growth was driven by strong domestic automotive demand and intercompany exports business.
👀 What to Watch
The strong double-digit growth and margin expansion make Schaeffler a high-quality pick in the industrial and automotive component sector. Investors should hold for long-term value, supported by the company's localization strategy and consistent dividend policy.
Schaeffler India Recommends ₹35 Dividend; FY25 Net Profit Jumps 22% to ₹11,963 Million
Schaeffler India has recommended a final dividend of ₹35 per equity share for the financial year ended December 31, 2025. The company reported a robust annual performance with revenue from operations growing 16.3% to ₹93,953.2 million. Net profit for the full year increased by 22.4% to reach ₹11,962.5 million, up from ₹9,776.7 million in the previous year. The board also noted the resignation of Non-Executive Director Andreas Schick, effective March 31, 2026.
Key Highlights
Recommended a final dividend of ₹35 per equity share of face value ₹2 each.
Annual Revenue from operations increased 16.3% YoY to ₹93,953.2 million.
Full-year Profit After Tax (PAT) grew by 22.4% to ₹11,962.5 million.
Quarterly PAT for the period ended Dec 31, 2025, rose 31.5% YoY to ₹3,279.6 million.
Basic Earnings Per Share (EPS) for FY25 improved to ₹76.5 from ₹62.6 in FY24.
👀 What to Watch
The strong double-digit growth in both top-line and bottom-line figures, coupled with a healthy dividend payout, makes this a positive update for shareholders. Investors should remain positive on the stock given the improving margins and operational efficiency.
Schaeffler India FY25 PAT Jumps 22.4% to ₹11,963 Million; Recommends ₹35 Dividend
Schaeffler India reported a robust performance for the financial year ended December 31, 2025, with annual revenue growing 16.3% to ₹93,953.2 million. Net profit for the year rose significantly by 22.4% to reach ₹11,962.5 million, supported by strong quarterly growth in Q4 where PAT surged 31.5% year-on-year. The Board has rewarded shareholders by recommending a final dividend of ₹35 per equity share. Despite the resignation of a non-executive director, the company's financial trajectory remains firmly positive with expanding margins.
Key Highlights
Annual Revenue from operations increased by 16.3% YoY to ₹93,953.2 million.
Net Profit for FY25 grew by 22.4% to ₹11,962.5 million compared to ₹9,776.7 million in FY24.
Recommended a final dividend of ₹35 per equity share of face value ₹2 each.
Q4 (Oct-Dec) revenue grew 26.9% YoY to ₹26,430.6 million, showing accelerating momentum.
Earnings Per Share (EPS) for the full year improved to ₹76.5 from ₹62.6 in the previous year.
👀 What to Watch
The strong double-digit growth in both revenue and profitability makes Schaeffler a high-quality pick in the industrial and auto-ancillary space. Investors should consider holding the stock for its consistent dividend yield and operational efficiency.
