Earnings Call/Transcript
Schaeffler India Posts Analyst Call Recording
Schaeffler India announced that the audio recording of its Analyst/Investor Meet held on October 29, 2026, is available on its website.
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Auto Components
Auto Components & Equipments
55,998 Cr
Low Risk
42.6
34.8
2.7
9.1
4,465.00
3,418.85
Sales CAGR
Profit CAGR
ROE
ROCE
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Earnings Call/Transcript
Schaeffler India announced that the audio recording of its Analyst/Investor Meet held on October 29, 2026, is available on its website.
Investor Presentation
Schaeffler India Limited released its investor presentation covering Q3 and 9M CY2026 business, industry and financial performance.
Public Notice/Press Release
Schaeffler India will hold one-on-one meetings with institutional investors from November 2 to November 5, 2026, with no unpublished price-sensitive information to be shared.
Penalty/Adjudication Order
Schaeffler India received a GST demand order with a penalty of INR 13.85 crore for excess input tax credit. The company plans to appeal and expects no material financial impact.
Financial Results
Schaeffler India reported Q3 2026 revenue of INR 30,058 million, up 27.4% year-on-year, with net profit of INR 3,704 million.
Financial Results
Schaeffler India approved unaudited standalone and consolidated financial results for the quarter ended September 30, 2026, and appointed Joshi Apte & Associates as cost auditors for FY2026.
Schaeffler India Ltd (SCHAEFFLER) is currently trading at 3,604.00 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 develops, manufactures and distributes precision bearings, engine and transmission components, clutch systems, chassis applications, aftermarket products and industrial motion solutions through facilities in Gujarat, Maharashtra and Tamil Nadu. Its businesses span Automotive Technologies, Vehicle Lifetime Solutions, Bearings and Industrial Solutions, and intercompany exports serving domestic and international Schaeffler requirements. The company delivered exceptionally strong Q3 2026 growth, with revenue rising 27.4% year-on-year to INR 30,058 million and domestic revenue increasing 24.0%. Growth was broad-based across all businesses, while Automotive Technologies expanded 34.9% year-on-year and intercompany exports increased 46.3%, indicating strong demand beyond India’s reported automotive production growth. Profitability remained robust but softened at the margin level: Q3 EBITDA increased 18.0% year-on-year to INR 5,617 million, while EBITDA margin declined to 18.7% from 20.2%. Input-cost inflation, fuel prices and rupee depreciation partially offset operating leverage, making margin protection an important focus despite strong revenue momentum. Cash conversion is the clearest near-term concern. Nine-month free cash flow fell to INR 2,742 million from INR 7,471 million, as working capital increased to INR 22,481 million and 20.7% of sales. Management attributes the pressure mainly to higher inventories and overdues, while continuing to monitor working capital and execute planned capex. The underlying industry backdrop is supportive, with Q3 automotive production growth of 23.0% and year-to-date growth exceeding 17% across passenger vehicles, commercial vehicles, two-wheelers and tractors. However, estimated GDP growth slowed to 6.4%, CPI inflation rose to 4.9%, and geopolitical and input-cost pressures could challenge future earnings quality.
Over the past 52 weeks, Schaeffler India Ltd has traded between a low of ₹3,418.85 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 55,998.13. 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 42.64 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 55,998.13 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 42.64. 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.
Revenue from operations for the quarter ended June 30, 2026 was ₹2,681.4 crore, up 17.5% year-on-year and 7.0% sequentially.
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.
