Schaeffler India Ltd.

•

schaeffler.co.inBSE: 505790NSE: SCHAEFFLER

Market Cap₹ 61,720 Cr.

Current Price

High / Low₹ 4,468 / 3,518

Stock P/E49.2

Book Value₹ 393

Price to Book10.04

Dividend Yield0.89 %

ROCE27.5 %

ROE20.2 %

Face Value₹ 2

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ABOUT

AI Sector View

AI GENERATED

Automobile and Auto Components

Buy

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.

Confidence

74%

View full sector analysis →

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

Automobile and Auto ComponentsAutomobile & AncillariesBearings

Part ofNIFTY MNC NIFTYLARGEMIDCAP250 NIFTYMIDCAP150 NIFTY MIDCAP 150 NIFTY TOTAL MKT

S.No.	Name
1.	SCHAEFFLER	3948.75	49.24	61720.41	0.89	325.78	13.47	2760.55	17.34	27.55	18.08
2.	TIMKEN	3300.35	59.84	24824.81	0.08	1196.59	528.77	9433.20	891.45	19.14	18.83
3.	SKFINDUS	2886.10	65.55	14268.29	0.35	61.92	-48.96	970.77	34.72	15.89	9.09
4.	SKFINDIA	1528.60	36.05	7557.09	2.62	61.92	-47.62	587.79	-54.19	22.09	14.99
5.	NRBBEARING	515.05	33.84	4992.00	1.54	377.60	1050.87	3695.30	1091.84	18.31	17.23
6.	ROLEXRINGS	171.55	29.59	4500.32	0.00	60.14	22.34	304.34	4.38	20.98	22.58
7.	BIMETAL	640.00	21.44	244.80	2.11	3.94	-7.06	79.53	10.98	7.01	6.32
8.	NIBL	33.61	0.00	81.44	0.00	-6.59	-29.57	18.90	1.90	-18.80	-7.86
9.	AUSTENG	133.25	10.90	46.34	0.00	0.94	-38.76	32.28	-10.68	8.16	4.86

Detailed Comparison with:

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

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	74.13	74.13	74.13	74.13	74.13	74.13	74.13	74.13	74.13
	5.73	5.14	4.73	4.48	4.57	4.46	4.45	4.25	4.36
	14.74	15.17	15.60	16.03	15.97	16.13	16.11	16.32	16.21
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	5.40	5.55	5.52	5.32	5.30	5.25	5.30	5.28	5.29

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-08

Press Release

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

Copy of Newspaper Publication

2026-08-27 - Schaeffler India Limited has informed the Exchange about Copy of Newspaper Publication

2026-08-26

Updates

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

Shareholders meeting

2026-08-26 - Schaeffler India Limited has informed the Exchange regarding Notice of Postal Ballot

2026-08-19

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-19 - Schaeffler India Limited has informed the Exchange about Schedule of meet

2026-08-07

Press Release

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

Analysts/Institutional Investor Meet/Con. Call Updates

2026-07-28 - Schaeffler India Limited has informed the Exchange about Transcript

2026-07-23

Analysts/Institutional Investor Meet/Con. Call Updates

2026-07-23 - Schaeffler India Limited has informed the Exchange about Link of Recording

2026-07-23

Investor Presentation

2026-07-23 - Schaeffler India Limited has informed the Exchange about Investor Presentation

News

Recent coverage and analyst commentary for SCHAEFFLER

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Schaeffler India Ltd.

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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

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%

Interest

Depreciation

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

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

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

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%

—

Dec 2023

Dec 2024

Dec 2025

Equity Capital

4,774

5,303

6,017

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

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

Dec 2023

Dec 2024

Dec 2025

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

74.13

5.73

5.14

4.73

4.48

4.57

4.46

4.45

4.25

4.36

14.74

15.17

15.60

16.03

15.97

16.13

16.11

16.32

16.21

Government

0.00

5.40

5.55

5.52

5.32

5.30

5.25

5.30

5.28

5.29

Schaeffler India Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI

Schaeffler India Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI