Earnings Call/Transcript
Schaeffler India Q2 CY26 Earnings Call Transcript
Schaeffler India released the transcript of its Q2 CY26 earnings conference call held on July 23, 2026; transcript available on the company's website.

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Bearish
2
Neutral
6
Bullish
6
Bearish
26
Neutral
6
Bullish
14
Bearish
24
Neutral
0
Bullish
8

Auto Components
Auto Components & Equipments
63,775 Cr
Moderate Risk
50.9
38.1
2.1
10.4
4,465.00
3,519.00
Sales CAGR
Profit CAGR
ROE
ROCE
Schaeffler India Ltd (SCHAEFFLER) is currently trading at 4,083.10 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Schaeffler India Limited is a leading motion-technology company that designs, manufactures and supplies high-precision bearings, engine and transmission components, chassis systems, clutches and industrial bearings across Automotive, Industrial and Aftermarket segments, with manufacturing hubs in Vadodara, Savli, Talegaon, Hosur and a growing electronics/mechatronics footprint following integration with Vitesco and acquisition of KRSV. Financial momentum: Schaeffler India reported robust Q4 CY2025 standalone revenue of INR 26,431 million (26.9% YoY) and full-year revenue of INR 93,953 million, with EBITDA margin improving to 19.6% for 12M and strong free cash flow generation of INR 10,010 million for the year, reflecting operational leverage and capital efficiency. Electric mobility and electronics are now strategic: post‑merger integration with Vitesco, the company has active BMS wins, series production e‑axle supplies and hybrid module business, positioning Schaeffler India to capture higher per‑vehicle content and to scale localization for EV and hybrid powertrains. Operational discipline and localization: management highlighted >85% plant utilization, a localization ratio around 78%, lower working capital as percent of sales (17.9% in Q4), and a calibrated capex approach — moderation in 2025 with a planned capex step‑up from 2026 to prioritize sweating existing assets and targeted investments. Sustainability and shareholder returns: Schaeffler India improved its S&P CSA score dramatically to 76/100, ranking 1st in India and 7th globally, while the Board proposed a dividend of INR 35 per share for CY2025, maintaining a payout framework of 30–50% of net income and reflecting strong cash conversion.
Over the past 52 weeks, Schaeffler India Ltd has traded between a low of ₹3,519.00 and a high of ₹4,465.00. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Schaeffler India Ltd has a market capitalization of approximately 63,775.02. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Schaeffler India Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 50.88 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 63,775.02 Cr, Schaeffler India Ltd is classified as a Mid Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Schaeffler India Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Schaeffler India Ltd is 50.88. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Consolidated revenue was ₹2,434.65 crore (up 15.04% YoY) and consolidated PAT was ₹289.26 crore (up 22.36% YoY), as stated in the provided results summary.
Management indicated around ₹500 crore of capex in the current year, with a step-up from 2026 to average levels seen during 2022-24, starting at over ₹500 crore.
FY25 standalone net revenue was ₹93,953 million and profit after tax (PAT) was ₹11,962 million, as reported in the standalone highlights.
The increased capex of ₹12.2 lakh crore will boost demand for commercial vehicles, construction equipment, and railway components, all key sectors for Schaeffler's bearings and automotive systems.
