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SCHAEFFLER - Schaeffler India

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

📢 Recent Corporate Announcements

Schaeffler India Concludes 63rd AGM; Approves FY2025 Financials and Dividend Declaration

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 30 Apr 2026, 07:12 PM

Schaeffler India Limited held its 63rd Annual General Meeting on April 30, 2026, to adopt the financial results for the year ended December 31, 2025. Shareholders approved the declaration of a dividend for the 2025 financial year and the appointment of Price Waterhouse as the new Statutory Auditors for a five-year term. The management provided an outlook for FY 2026 and discussed Q1 FY2026 performance during the session. The meeting concluded with a Q&A session where the MD and CFO addressed shareholder queries regarding company performance.

Adoption of Audited Standalone and Consolidated Financial Statements for the fiscal year ended December 31, 2025
Approval of Dividend for the Financial Year 2025 as proposed in the AGM notice
Appointment of Price Waterhouse, Chartered Accountants LLP as Statutory Auditors for a term of 5 consecutive years
Re-appointment of Mr. Jens Schüler as Director following retirement by rotation
Management provided updates on Q1 FY2026 performance and the outlook for the remainder of 2026

💡 Investors should monitor the official voting results and the specific dividend payout date. The transition to Price Waterhouse as auditors is a standard rotation and reflects adherence to corporate governance norms.

Schaeffler India Q1CY26 Revenue Grows 18.8% YoY to ₹25,070 Mn; PAT Up 20.5%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 30 Apr 2026, 09:57 AM

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.

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.

💡 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 PAT Rises 20.5% YoY to ₹3,197 Million

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 29 Apr 2026, 04:24 PM

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.

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.

💡 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 to Close Trading Window from April 1, 2026 for Q4 Results

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 30 Mar 2026, 06:05 PM

Schaeffler India Limited has announced the closure of its trading window effective April 1, 2026, in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015. This closure is a standard procedure ahead of the board meeting to consider and approve the unaudited financial results for the quarter ending March 31, 2026. The window will remain closed for designated persons and their immediate relatives until 48 hours after the results are declared. The specific date for the board meeting and subsequent window reopening will be communicated at a later stage.

Trading window closure effective from April 1, 2026
Closure relates to the financial results for the quarter ended March 31, 2026
Compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015
Applies to both standalone and consolidated financial results

💡 This is a routine regulatory filing with no impact on business fundamentals. Investors should wait for the announcement of the board meeting date to track the company's quarterly performance.

Schaeffler India to Meet Birla Sunlife AMC on March 31, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 26 Mar 2026, 03:57 PM

Schaeffler India Limited has scheduled a one-on-one conference call with Birla Sunlife Asset Management Company on March 31, 2026. The meeting is intended to discuss the company's overall business situation and performance outlook. The company has confirmed that no unpublished price sensitive information (UPSI) will be shared during the interaction. This disclosure is a routine compliance requirement under SEBI Listing Obligations and Disclosure Requirements.

One-on-one conference call scheduled for March 31, 2026
Interaction with Birla Sunlife Asset Management Company
Discussion focused on overall business situation and industry environment
Explicit confirmation that no UPSI will be shared during the meeting

💡 No immediate action is required as this is a routine investor interaction. Investors should monitor for any subsequent investor presentations or transcripts that may be released following the meeting.

Schaeffler India Issues Shareholder Update on KYC, Unpaid Dividends, and Demat Mandates

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 25 Mar 2026, 03:46 PM

Schaeffler India has communicated essential regulatory updates to its shareholders regarding the transition to mandatory electronic payments for dividends and interest. Following SEBI amendments, the company will no longer issue physical warrants, requiring all investors to update their KYC and bank details immediately. The company also highlighted that dividends unclaimed for seven years will be transferred to the IEPF. Furthermore, a special one-year window from February 5, 2026, to February 4, 2027, has been opened for processing physical share transfer requests, which will be subject to a one-year lock-in period in demat form.

Mandatory electronic-only dividend payments following SEBI notification dated November 18, 2025
Special window for physical share transfer requests open from February 5, 2026, to February 4, 2027
Unpaid dividends older than 7 years to be transferred to the Investor Education and Protection Fund (IEPF)
Physical shares transferred during the special window will face a mandatory 1-year lock-in period
Shareholders must submit KYC forms ISR-1, ISR-2, and others to RTA MUFG Intime India Private Limited

💡 Shareholders holding physical certificates or those with outdated bank records should update their KYC and bank details immediately to ensure receipt of future dividends. Investors with pending physical share transfers should utilize the special window ending February 4, 2027, to regularize their holdings.

Schaeffler India to Meet Avendus Spark Institutional Equities on March 17, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 16 Mar 2026, 06:37 PM

Schaeffler India Limited has scheduled a one-on-one physical meeting with Avendus Spark Institutional Equities on March 17, 2026, in Pune. The primary objective of the meeting is to discuss the company's overall business situation and environment. The company has explicitly stated that no Unpublished Price Sensitive Information (UPSI) will be shared during this interaction. This disclosure is a routine compliance filing under Regulation 30 of SEBI (LODR) Regulations, 2015.

One-on-one physical meeting scheduled for March 17, 2026, in Pune.
Interaction is specifically with Avendus Spark Institutional Equities.
The discussion will cover the overall business situation of the company.
Company confirmed that no Unpublished Price Sensitive Information (UPSI) will be disclosed.
The schedule is subject to change based on exigencies.

💡 No immediate action is required as this is a routine investor interaction. Investors may look for any subsequent investor presentations or transcripts if released by the company.

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.

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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.