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SCHAEFFLER - Schaeffler India

📊 NSE: SCHAEFFLER 🏢 Bearings 📅 Last Updated: 12/14/2025 12:57

📢 Recent Corporate Announcements

Schaeffler India Shareholders Approve Appointment of Maximilian Fiedler with 99.94% Votes

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 14 Mar 2026, 06:30 PM

Schaeffler India Limited has successfully passed an ordinary resolution via postal ballot for the appointment of Mr. Maximilian Andreas Fiedler as a Non-Executive Non-Independent Director. The voting process, which concluded on March 14, 2026, saw a total of 145,842,970 valid votes cast by shareholders. The resolution received overwhelming support with 99.94% of votes in favor and only 0.05% against. This appointment ensures continuity in the company's board-level governance and representation from the promoter group.

Appointment of Mr. Maximilian Andreas Fiedler as Non-Executive Non-Independent Director approved by shareholders.
Resolution passed with 145,768,665 votes (99.94%) in favor out of 145,842,970 total valid votes cast.
Promoter and Promoter Group cast 115,863,235 votes, representing 100% support from the group.
Public Institutional investors showed strong backing with 99.75% of their 29,929,107 votes in favor.
The voting period was conducted via electronic means from February 13, 2026, to March 14, 2026.

💡 This is a routine management update and requires no immediate action from investors. The high approval rating indicates strong shareholder confidence in the board's composition.

Schaeffler India Shareholders Approve Appointment of Maximilian Andreas Fiedler with 99.94% Votes

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 14 Mar 2026, 06:26 PM

Schaeffler India Limited has announced the results of its postal ballot conducted from February 13 to March 14, 2026. Shareholders have overwhelmingly approved the appointment of Mr. Maximilian Andreas Fiedler as a Non-Executive Non-Independent Director. Out of 145,842,970 total valid votes cast, 145,768,665 (99.94%) were in favor, while only 74,305 (0.05%) were against. The promoter group, holding over 115 million shares, voted entirely in favor of the resolution, ensuring a smooth transition in the board composition.

Appointment of Maximilian Andreas Fiedler as Non-Executive Non-Independent Director approved by requisite majority.
The resolution received 99.94% votes in favor (145,768,665 votes) and 0.05% against (74,305 votes).
Promoter and Promoter Group cast 100% of their 115,863,235 votes in favor of the appointment.
Public Institutions showed strong support with 99.75% of their 29,929,107 polled votes in favor.
Total voter turnout represented approximately 93.30% of the total shares of the company.

💡 This is a routine management appointment and does not necessitate any immediate action. Investors should maintain their current outlook while monitoring the board's future strategic decisions.

Schaeffler India Sets April 23, 2026, as Record Date for Dividend Eligibility

🟡 NEUTRAL ⭐ 4/10

DIVIDEND 📅 10 Mar 2026, 02:09 PM

Schaeffler India Limited has officially fixed April 23, 2026, as the record date to identify shareholders eligible for the dividend for the financial year ended December 31, 2025. This date also serves as the record date for the company's 63rd Annual General Meeting (AGM). The dividend payout is subject to shareholder approval at the upcoming AGM. Once approved, the company intends to complete the dividend payment within a 30-day window from the date of the meeting.

Record date for dividend and 63rd AGM eligibility is April 23, 2026
Dividend pertains to the financial year ending December 31, 2025
Payment to be disbursed within 30 days of the AGM, pending shareholder approval
Announcement follows Regulation 42 of SEBI (LODR) Regulations, 2015

💡 Investors seeking to receive the dividend should ensure they own the stock before the ex-dividend date, which is typically one business day prior to the record date. No immediate action is required for existing long-term shareholders.

Schaeffler India Sets April 23, 2026, as Record Date for Dividend and 63rd AGM

🟡 NEUTRAL ⭐ 4/10

DIVIDEND 📅 05 Mar 2026, 07:45 PM

Schaeffler India Limited has fixed April 23, 2026, as the record date to determine shareholder eligibility for its upcoming dividend. This dividend pertains to the financial year ended December 31, 2025, and is subject to approval at the 63rd Annual General Meeting. Once approved by the shareholders, the company intends to process the payment within 30 days of the AGM date. This announcement follows standard regulatory compliance under SEBI Listing Obligations.

Record date for dividend eligibility and 63rd AGM is Thursday, April 23, 2026
Dividend relates to the financial year ending December 31, 2025
Payment will be executed within 30 days from the date of the AGM, pending shareholder approval
The notification was issued in compliance with Regulation 42 of SEBI (LODR) Regulations, 2015

💡 Investors interested in the dividend should ensure they hold the shares in their demat account before the record date. No immediate action is required for existing long-term shareholders.

Schaeffler India Q4 CY25 Revenue Surges 26.9% YoY to INR 2,643 Crores; PAT Hits INR 328 Crores

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 03 Mar 2026, 09:38 AM

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.

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.

💡 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 Opens Special Window for Physical Share Dematerialization

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 02 Mar 2026, 04:33 PM

Schaeffler India has announced a special window for the transfer and dematerialization of physical securities, in compliance with SEBI Circular dated January 30, 2026. This initiative is aimed at assisting legacy shareholders who still hold physical certificates to convert them into electronic form. The company has utilized its official social media channels, including Facebook, to provide specific details and instructions for this process. This is a procedural update and does not affect the company's financial fundamentals or business operations.

Compliance with SEBI Circular No. HO/38/13/11(2)2026-MIRSD-POD/I/3750/2026.
Opening of a dedicated window for transfer and dematerialization of physical securities.
Information disseminated via official social media channels on March 2, 2026.
Administrative move to reduce physical shareholding and improve compliance.

💡 Shareholders holding physical certificates should use this window to dematerialize their shares for easier liquidity. No action is required for investors already holding shares in demat form.

Schaeffler India Shares Audio Recording of Feb 2026 Analyst and Investor Meet

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 25 Feb 2026, 09:31 PM

Schaeffler India Limited has released the audio recording of its Analyst/Investor meeting held on February 25, 2026. This disclosure is a routine compliance filing under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The recording is available on the company's official website under the 'Earnings Conference Call' section. Such recordings are vital for investors to understand management's detailed commentary on financial results and strategic outlook.

Audio recording of the Analyst/Investor meet held on February 25, 2026, is now publicly available.
The filing is made in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
Recording can be accessed via the Schaeffler India website's Investor Relations portal.
The meeting follows the company's recent financial disclosures for the period ending February 2026.

💡 Investors should listen to the recording to gain deeper insights into management's views on the automotive and industrial sectors. No immediate action is required as this is a routine regulatory update.

Schaeffler India Q4 Net Profit at INR 3,280 Mn; Revenue Jumps 26.9% YoY; INR 35 Dividend Declared

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 24 Feb 2026, 05:39 PM

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%.

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.

💡 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

🟢 POSITIVE ⭐ 8/10

DIVIDEND 📅 24 Feb 2026, 05:25 PM

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.

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.

💡 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 to Announce Q4 and FY2025 Results on February 24, 2026

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 17 Feb 2026, 12:02 PM

Schaeffler India Limited has scheduled the announcement of its audited financial results for the fourth quarter and full year ended December 31, 2025, for February 24, 2026. This will be followed by an earnings conference call on February 25, 2026, at 10:30 AM IST to discuss the company's performance. The call will be led by the Managing Director & CEO, Harsha Kadam, and the CFO, Hardevi Vazirani. This is a routine regulatory update providing the timeline for the company's annual performance review.

Audited results for Q4 and FY ended December 31, 2025, to be released on February 24, 2026.
Earnings conference call scheduled for February 25, 2026, at 10:30 hrs IST.
Management representation includes MD & CEO Harsha Kadam and CFO Hardevi Vazirani.
The session will include a performance presentation followed by a Q&A for analysts and investors.

💡 Investors should mark the dates to review the company's annual performance and listen to the management call for guidance on the automotive and industrial sectors.

Schaeffler India Seeks Shareholder Approval for Appointment of Non-Executive Director

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 12 Feb 2026, 05:21 PM

Schaeffler India Limited has issued a Postal Ballot notice to seek shareholder approval for the appointment of Mr. Maximilian Andreas Fiedler as a Non-Executive Non-Independent Director. Mr. Fiedler was previously appointed as an Additional Director effective January 1, 2026, and this resolution seeks formal ratification by the members. The e-voting period for shareholders is scheduled from February 13, 2026, to March 14, 2026, with the final results to be declared by March 17, 2026. This is a routine governance procedure to formalize board composition.

Proposed appointment of Mr. Maximilian Andreas Fiedler (DIN: 10406377) as a Non-Executive Non-Independent Director.
The e-voting window opens on February 13, 2026, and concludes on March 14, 2026, at 5:00 PM IST.
The cut-off date for determining shareholder eligibility to vote is February 6, 2026.
The resolution is being proposed as an Ordinary Resolution following recommendations from the Nomination and Remuneration Committee.

💡 This is a routine administrative matter regarding board composition with no immediate impact on company fundamentals. Shareholders should review the director's profile in the full notice and exercise their voting rights during the specified window.

Schaeffler India Files Report on Special Window for Physical Share Transfer Requests

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 12 Feb 2026, 01:18 PM

Schaeffler India Limited has submitted a compliance report regarding the re-lodgement of transfer requests for physical shares. This filing is in accordance with SEBI Circular No. SEBI/HO/MIRSD/MIRSD-PoD/P/CIR/2025/97 dated July 2, 2025. The report, prepared by registrar MUFG Intime India Private Limited, covers the specific period from January 1, 2026, to January 6, 2026. This is a procedural update and does not impact the company's financial performance or business operations.

Compliance with SEBI Circular dated July 2, 2025, regarding physical share transfers.
Report covers the special window period from January 1, 2026, to January 6, 2026.
Processed by registrar MUFG Intime India Private Limited (formerly Link Intime).
Standard regulatory disclosure with no impact on core business fundamentals.

💡 No action is required for investors holding shares in dematerialized form. This is a routine administrative filing for regulatory compliance.

Schaeffler India Director Andreas Schick to Resign Effective March 31, 2026

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 06 Feb 2026, 10:28 PM

Mr. Andreas Schick, a Non-Executive Non-Independent Director at Schaeffler India Limited, has tendered his resignation effective March 31, 2026. The resignation is a result of him leaving the global Schaeffler Group, with the company receiving formal notice on February 6, 2026. As this is a non-executive role and the departure is planned over a year in advance, no operational impact is expected. The board will likely appoint a successor from the parent group to maintain representation.

Mr. Andreas Schick (DIN: 09257160) resigns as Non-Executive Non-Independent Director.
Resignation is effective from the close of business hours on March 31, 2026.
The departure is due to his exit from the global Schaeffler Group.
The company received the formal resignation letter on February 6, 2026.
No material reasons other than the group exit were provided for the resignation.

💡 This is a routine management change for a non-executive position with a long lead time; no immediate action is required by shareholders.

Schaeffler India Expands Aftermarket Portfolio with New Two-Wheeler Range at ACMA Automechanika 2026

🟢 POSITIVE ⭐ 7/10

EXPANSION 📅 05 Feb 2026, 02:31 PM

Schaeffler India has announced a strategic expansion of its aftermarket business by introducing a dedicated range of two-wheeler spare parts, including fuel injectors and clutch plates. The company is showcasing these solutions at ACMA Automechanika 2026, targeting the full vehicle lifecycle from ICE to EVs. With 5 manufacturing plants and 3 R&D centers in India, this move strengthens its position in the high-growth Indian automotive aftermarket. The initiative also includes the REPXPERT training ecosystem to support workshops in servicing new-age mobility solutions.

Launched a dedicated range of two-wheeler spare parts including bearings, fuel injectors, and brake pads.
Showcasing EV-ready repair and maintenance solutions to address the transition to electric mobility.
Leveraging a network of 5 manufacturing plants and 3 R&D centers to drive localization and durability.
Introduction of the REPXPERT training ecosystem to enhance workshop productivity and service quality.

💡 Investors should view this as a positive step towards diversifying revenue streams and capturing the growing two-wheeler aftermarket. Monitor the company's ability to gain market share from unorganized players in this segment.

Schaeffler India Achieves S&P Global ESG Score of 78/100

🟢 POSITIVE ⭐ 4/10

OTHER 📅 03 Feb 2026, 12:56 PM

Schaeffler India Limited has been assigned an ESG score of 78 out of 100 by S&P Global. The score was awarded following a voluntary Corporate Sustainability Assessment (CSA) conducted as part of the Dow Jones Sustainability Indices (DJSI) evaluation process. This high score reflects the company's strong commitment to environmental, social, and governance practices. While the rating does not stem from a material operational event, it serves as a significant third-party benchmark for institutional investors.

S&P Global assigned an ESG Score of 78 out of 100 to Schaeffler India.
The evaluation was part of the Dow Jones Sustainability Indices (DJSI) process.
The company voluntarily participated in the Corporate Sustainability Assessment (CSA).
The score serves as a third-party benchmarking tool for sustainability performance.

💡 The high ESG score improves the company's profile for institutional and ESG-focused investors. Long-term investors should consider this a sign of robust corporate governance and sustainability.

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💰 Financial Performance

Revenue Growth by Segment

Bearings & Industrial Solutions grew 14.1% in 2024 (contributing 44% of revenue), while Automotive Technologies grew 11.6% (34% of revenue). Vehicle Lifetime Solutions contributed 13% and Intercompany Exports/Others 9%. Standalone revenue for Q3 2025 grew 13.9% YoY to INR 2,360.1 Cr.

Geographic Revenue Split

Exports hover at approximately 15% of total revenue, while domestic business remains the primary focus. Intercompany exports and others contributed 9% to the 2024 revenue mix.

Profitability Margins

PAT margin was 12.1% in 2024 (INR 977.7 Cr) compared to 12.6% in 2023. Standalone PAT margin for Q3 2025 improved to 13.0% (INR 306.7 Cr), a 24% YoY increase from INR 247.1 Cr.

EBITDA Margin

EBITDA margin was 18.5% in 2024 (INR 1,496.9 Cr). Standalone EBITDA margin for Q3 2025 reached 20.2% (INR 476 Cr), up from 18.5% in Q3 2024, driven by volume gains and fixed cost absorption.

Capital Expenditure

2024 Capex was INR 740.5 Cr, up 42.7% from INR 518.9 Cr in 2023. 9M 2025 Capex was INR 267 Cr, focusing on leveraging and sweating existing assets.

Credit Rating & Borrowing

Finance costs decreased 15.8% YoY to INR 3.5 Cr in 2024, indicating low leverage. Specific credit ratings and interest rate percentages were not disclosed in available documents.

⚙️ Operational Drivers

Raw Materials

Steel and traded goods are primary inputs for bearings and engine/transmission products. Traded goods sales are reducing as localization increases.

Capacity Expansion

Manufacturing facility is located in Savli, Gujarat. Current focus is on leveraging existing machines and capacities to generate value rather than aggressive new expansion.

Raw Material Costs

Not disclosed as a specific percentage of revenue; however, localization reached 79% in Q3 2025 (up from 76% in the preceding quarter), reducing dependency on imported traded goods.

Manufacturing Efficiency

Localization rate improved to 79% in Q3 2025. Operating margins improved due to better fixed cost absorption from higher volumes.

Logistics & Distribution

Distribution business is supported by over 150 partners pan-India. Specific costs were not disclosed.

📈 Strategic Growth

Expected Growth Rate

10%

Growth Strategy

Growth will be achieved by leveraging existing assets (sweating machines), increasing localization to 79%+, expanding the distribution network (150+ partners), and securing new business nominations in the EV segment and PV hydraulic tensioners.

Products & Services

Ball and roller bearings, plain bearings, engine and transmission products, clutch applications, dampers, hydraulic tensioners, large-size SRBs, and cast steel housings.

Brand Portfolio

Schaeffler, Koovers (KRSV Innovative Auto Solutions).

New Products/Services

Launched large-size SRBs and Cast Steel Housings for steel, cement, and mining. Secured new business in the EV segment for two-wheelers and hydraulic tensioners in the PV segment.

Market Expansion

Focus on growing domestic market share through 150+ distribution partners and expanding e-commerce channels via the Koovers platform.

Strategic Alliances

Acquisition of KRSV Innovative Auto Solutions (Koovers), an aftermarket e-commerce platform, which achieved sales of INR 158.1 Cr in 2024.

🌍 External Factors

Industry Trends

The industry is shifting toward EV technology and modernized railways (10,000 new LHB coaches planned). Schaeffler is positioning itself as a 'Motion Technology Company' to capture these shifts.

Competitive Landscape

Intense competition in automotive and industrial markets; company focuses on innovative product development to maintain a robust order intake.

Competitive Moat

Moat is built on precision engineering, 'X-life' quality standards, and a high localization rate (79%) which provides cost leadership and supply chain resilience.

Macro Economic Sensitivity

Sensitive to global economic conditions and headwinds which exerted pressure on 2024 margins. Domestic demand is sensitive to GST reforms.

Consumer Behavior

Shift toward passenger convenience in railways and sustainable performance in the automotive sector (EVs).

Geopolitical Risks

Global headwinds and trade barriers are mentioned as factors that could cause actual results to differ from projections.

⚖️ Regulatory & Governance

Industry Regulations

Adheres to local statutory requirements and SEBI Regulation 30 for disclosures. GST reforms are impacting demand anticipation and working capital management.