NSE: SCHAEFFLER · BSE: 505790 · ISIN INE513A01022
Schaeffler India Limited stock analysis
Schaeffler India Limited ranks #415 in the TickerSutra evidence-ranked universe with a score of 65/100 and 95% data confidence. The latest captured fundamentals show ROCE of 27.9%, quarterly sales growth of 17.5% and quarterly profit growth of 13.7%.Watchlist candidate
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- ROCE is 27.9%
- Low debt/equity of 0.01×
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Valuation is above 40× earnings
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2021 | ₹5,561cr | ₹973cr | ₹629cr | 17.0% |
| 2022 | ₹6,867cr | ₹1,296cr | ₹879cr | 19.0% |
| 2023 | ₹7,226cr | ₹1,327cr | ₹909cr | 18.0% |
| 2024 | ₹8,076cr | ₹1,468cr | ₹978cr | 18.0% |
| 2025 | ₹9,395cr | ₹1,791cr | ₹1,196cr | 19.0% |
| TTM | ₹10,192cr | ₹1,926cr | ₹1,291cr | 19.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Schaeffler India Limited has informed the Exchange about Link of Recording
RoutineShareholders meetingNSE · 26 Sept 2026Schaeffler India Limited has informed the Exchange regarding Proceedings of Postal Ballot
RoutineSchaeffler India Ltd - 505790 - Shareholder Meeting / Postal Ballot-Outcome of Postal_BallotBSE · 26 Sept 2026Proceedings of the Postal Ballot
RoutineSchaeffler India Ltd - 505790 - Shareholder Meeting / Postal Ballot-Scrutinizer"s ReportBSE · 26 Sept 2026Scrutinizers Report and Voting Result of the Postal Ballot
RoutineSchaeffler India Ltd - 505790 - Disclosure Under Regulation 30 Of The SEBI Listing Regulations - ESG RatingBSE · 23 Sept 2026Disclosure on ESG Rating
MANAGEMENT COMMENTARY
Signals from filed documents
EBITDA margins moved from 18.5% in CY 2024 to 19.6% in CY 2025, backed by volume gains and capital efficiency. Margins improved during the year, reflecting three structural levers that continue to shape our performance – localisation economics, disciplined cost management and operating leverage. We generated `10,010 million in free cash flow through the year, while maintaining optimal working capital levels at 17.9%
Capital stewardship remains central to long-term value creation. Strong cash generation enhanced the Company’s capacity to invest in technology, capacity expansion, and capability development while maintaining balance sheet strength. Investment decisions continued to be evaluated judiciously, ensuring that growth is sustainable and consistent.
Mukesh Saraf: So, I mean -- what I mean is how does the pass -through work across these segments? Like for exports with the parent, is there -- is there like every quarter kind of a reset with respect to how forex is moving and raw material costs are moving? Just to get some sense on this quarter, your gross margins have gone up.
Bearings and Industrial, which grew by about 5% on an average over the year and our export business grew 24%. Over the preceding quarter as well, while the Vehicle Lifetime Solutions and our exports grew double-digit, the other two - Automotive as well as Bearings and Industrial Solutions also grew, albeit single-digit at 3.6% and 6.5%, respectively. With this, the demography of our sales mix, 35% of our revenue come
Inflation is gradually normalising across major economies, though it has yet to return to pre pandemic levels. As per IMF global inflation is projected to continue its decline, with headline inflation falling to 3.8% in 2026 and 3.4% in 2027, with overarching trends of softening demand and lower energy prices remaining intact. Financial markets experienced a period of easing in the latter half of last year, driven by
Following the merger with Vitesco Technologies, these targets are currently under review to ensure continued alignment and revalidation by the SBTi. Negative financial implications include increased operational costs driven by carbon pricing mandates and regulatory compliance requirements, which enhance transition risks. An increase in weather events such as storms, floods, and heatwaves could have significant direct
And what you see here is the EBITDA numbers, INR 513 crores coming into the system at 19.1% EBITDA, which is a clear 6.3% increase over the preceding quarter and a 14.3% better performance than year - on-year. Now to just look at the split, where did this come from - the gross margin improvement brought in about INR 147 crores. We did have some cost on the employee cost with the new Labor Codes coming in as well, the
Thakar & Co., Cost Accountants to conduct Audit of Cost records for the Financial Year 2026. As required under the provisions of the Companies Act, 2013, the remuneration of Cost Auditors as approved by the Board of Directors is subject to ratification by the Shareholders at the ensuing Annual General Meeting. Corporate Social Responsibility (CSR) Being a responsible Corporate Citizen, your Company is committed in fu
So, in Q2 of last year, we were at 15.1% of other expenses. And this 0.3% increase is covering fuel price increases, which we all witnessed. In Q1, it was only single month March, whereas Q2 is full quarter impact of the fuel prices, which is within the other expenses category.
So that's an important point to add. So, this is more driven by market share gains rather than underlying vehicle volumes or higher content per vehicle, mostly it's market share gains. So, I think capex for CY26 was pegged at INR 400 crores to INR 500 crores.
• Strengthened static and dynamic engineering simulation competence for Wind and Rail applications, supporting global programs and progressing toward a global simulation hub. This approach creates resilience across economic cycles, supply chain volatility, and pricing pressures. Strategy guided by interlinked priorities New product development India’s industrial landscape in 2025 continued to advance rapidly across r
Corporate address 15th Floor, Amar Sadanand Tech Park (ASTP), Baner, Pune, Maharashtra, India, 411045 6. E-mail Bearings and Industrial Solutions : info.in@schaeffler.com Automotive Technologies and Vehicle Lifetime Solutions : aftermarket@schaeffler.com Media : akanksha.lal@schaeffler.com Retail Investors : investorsupport.in@schaeffler.com Institutional Investors : ir.india@schaeffler.com 7. Financial year for whic
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
DIRECTOR & BUSINESS NETWORK
Loading corporate intelligence
Loading universe coverage and exchange-backed evidence…