Schaeffler India Ltd.
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ABOUT
AI Sector View
AI GENERATEDAutomobile and Auto Components
Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.
PROS
- Company is almost debt free
- Company has a healthy return on capital (ROCE) of 26.6%
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.01x)
- Company has been maintaining a healthy dividend payout of 47.6%
- Company generates healthy free cash flow
CONS
- Stock is trading at 10.0x its book value
- Rich enterprise valuation - EV/EBITDA of 30.8x
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SCHAEFFLER | 3948.75 | 49.24 | 61720.41 | 0.89 | 325.78 | 13.47 | 2760.55 | 17.34 | 27.55 | 18.08 |
| TIMKEN | 3300.35 | 59.84 | 24824.81 | 0.08 | 1196.59 | 528.77 | 9433.20 | 891.45 | 19.14 | 18.83 |
| SKFINDUS | 2886.10 | 65.55 | 14268.29 | 0.35 | 61.92 | -48.96 | 970.77 | 34.72 | 15.89 | 9.09 |
| SKFINDIA | 1528.60 | 36.05 | 7557.09 | 2.62 | 61.92 | -47.62 | 587.79 | -54.19 | 22.09 | 14.99 |
| NRBBEARING | 515.05 | 33.84 | 4992.00 | 1.54 | 377.60 | 1050.87 | 3695.30 | 1091.84 | 18.31 | 17.23 |
| ROLEXRINGS | 171.55 | 29.59 | 4500.32 | 0.00 | 60.14 | 22.34 | 304.34 | 4.38 | 20.98 | 22.58 |
| BIMETAL | 640.00 | 21.44 | 244.80 | 2.11 | 3.94 | -7.06 | 79.53 | 10.98 | 7.01 | 6.32 |
| NIBL | 33.61 | 0.00 | 81.44 | 0.00 | -6.59 | -29.57 | 18.90 | 1.90 | -18.80 | -7.86 |
| AUSTENG | 133.25 | 10.90 | 46.34 | 0.00 | 0.94 | -38.76 | 32.28 | -10.68 | 8.16 | 4.86 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,829 | 1,854 | 1,875 | 1,873 | 2,107 | 2,116 | 2,136 | 2,174 | 2,353 | 2,435 | 2,724 | 2,586 | 2,761 | |
| 1,487 | 1,513 | 1,550 | 1,543 | 1,731 | 1,748 | 1,766 | 1,782 | 1,922 | 1,979 | 2,240 | 2,107 | 2,354 | |
| Operating Profit | 342 | 340 | 324 | 330 | 376 | 369 | 370 | 393 | 430 | 456 | 484 | 478 | 407 |
| OPM % | 18.70% | 18.36% | 17.29% | 17.61% | 17.86% | 17.43% | 17.34% | 18.07% | 18.28% | 18.73% | 17.77% | 18.50% | 14.73% |
| 31 | 31 | 26 | 31 | 25 | 28 | 35 | 34 | 43 | 28 | 43 | 42 | 37 | |
| Interest | 1 | 2 | 1 | 1 | 2 | 1 | 1 | 2 | 1 | 1 | 2 | 1 | 1 |
| Depreciation | 54 | 56 | 60 | 62 | 68 | 73 | 78 | 83 | 81 | 88 | 92 | 90 | 91 |
| Profit before Tax | 318 | 313 | 288 | 298 | 332 | 322 | 326 | 342 | 391 | 395 | 434 | 429 | 443 |
| Tax % | 25.39% | 25.75% | 27.25% | 26.19% | 26.03% | 26.58% | 27.26% | 26.37% | 26.64% | 26.86% | 25.69% | 26.32% | 26.50% |
| Net Profit | 0 | 0 | 0 | 0 | 245 | 236 | 237 | 252 | 287 | 289 | 322 | 316 | 326 |
| 15.20 | 14.90 | 13.40 | 14.10 | 15.70 | 15.10 | 15.20 | 16.10 | 18.40 | 18.50 | 20.60 | 20.20 | 20.80 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2023 | Dec 2024 | Dec 2025 | TTM | |
|---|---|---|---|---|
| 7,251 | 8,232 | 9,686 | 10,505 | |
| 5,929 | 6,787 | 7,923 | 8,680 | |
| Operating Profit | 1,322 | 1,446 | 1,763 | 1,825 |
| OPM % | 18.23% | 17.56% | 18.20% | 17.37% |
| 120 | 118 | 148 | 151 | |
| Interest | 5 | 5 | 5 | 5 |
| Depreciation | 223 | 282 | 344 | 361 |
| Profit before Tax | 1,214 | 1,278 | 1,562 | 1,702 |
| Tax % | 25.93% | 26.52% | 26.37% | 26.33% |
| Net Profit | 899 | 939 | 1,150 | 1,253 |
| EPS | 57.52 | 60.07 | 73.60 | — |
| Dividend Payout % | 45.20% | 46.61% | 47.56% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
STOCK PRICE CAGR
- 10 Years:
- 17%
- 5 Years:
- 22%
- 3 Years:
- 5%
- 1 Year:
- 0%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 20%
- Last Year:
- 20%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|
| Equity Capital | 31 | 31 | 31 |
| 4,774 | 5,303 | 6,017 | |
| 52 | 58 | 55 | |
| Trade Payables | 1,055 | 1,128 | 1,683 |
| 559 | 577 | 694 | |
| Total Liabilities | 6,471 | 7,097 | 8,479 |
| 1,441 | 1,970 | 2,195 | |
| Capital Work in Progress | 491 | 449 | 334 |
| 1,316 | 1,470 | 1,772 | |
| 1,056 | 1,293 | 1,657 | |
| Cash & Bank | 1,586 | 1,350 | 1,846 |
| 582 | 566 | 675 | |
| Total Assets | 6,471 | 7,097 | 8,479 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|
| 884 | 840 | 1,290 | |
| Cash from Investing | -595 | -25 | -341 |
| Cash from Financing | -386 | -421 | -449 |
| -97 | 394 | 500 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-08 - Schaeffler India Limited has informed the Exchange regarding a press release dated September 08, 2026, titled "Schaeffler launches major aftermarket brand transformation".
2026-08-27 - Schaeffler India Limited has informed the Exchange about Copy of Newspaper Publication
2026-08-26 - Schaeffler India Limited has informed the Exchange regarding 'Update on Social Media about Special Window for Transfer and Dematerialization of Physical Securities'.
2026-08-26 - Schaeffler India Limited has informed the Exchange regarding Notice of Postal Ballot
2026-08-19 - Schaeffler India Limited has informed the Exchange about Schedule of meet
2026-08-07 - Schaeffler India Limited has informed the Exchange regarding a press release dated August 07, 2026, titled "Schaeffler India appoints Amit Bhalerao as Chief Operating Officer".
2026-07-28 - Schaeffler India Limited has informed the Exchange about Transcript
2026-07-23 - Schaeffler India Limited has informed the Exchange about Link of Recording
2026-07-23 - Schaeffler India Limited has informed the Exchange about Investor Presentation
News
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