Schaeffler India Ltd.

•

schaeffler.co.inBSE: 505790NSE: SCHAEFFLER

Market Cap₹ 61,597 Cr.

Current Price

High / Low₹ 4,468 / 3,518

Stock P/E47.7

Book Value₹ 400

Price to Book9.89

Dividend Yield0.89 %

ROCE28.0 %

ROE20.8 %

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 27.0%
Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.01x)
Company has been maintaining a healthy dividend payout of 45.7%
Company generates healthy free cash flow

CONS

Stock is trading at 9.9x its book value
Rich enterprise valuation - EV/EBITDA of 30.3x

* 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	3940.85	49.14	61596.93	0.89	325.78	13.47	2760.55	17.34	27.55	18.08
2.	TIMKEN	3299.80	59.83	24820.68	0.08	1196.59	528.77	9433.20	891.45	19.14	18.83
3.	SKFINDUS	2932.85	66.61	14499.41	0.34	61.92	-48.96	970.77	34.72	15.89	9.09
4.	SKFINDIA	1530.30	36.09	7565.49	2.61	61.92	-47.62	587.79	-54.19	22.09	14.99
5.	NRBBEARING	515.75	33.89	4998.78	1.54	377.60	1050.87	3695.30	1091.84	18.31	17.23
6.	ROLEXRINGS	173.00	29.84	4538.36	0.00	60.14	22.34	304.34	4.38	20.98	22.58
7.	BIMETAL	659.80	22.10	252.37	2.05	3.94	-7.06	79.53	10.98	7.01	6.32
8.	NIBL	31.44	0.00	76.18	0.00	-6.59	-29.57	18.90	1.90	-18.80	-7.86
9.	AUSTENG	127.00	10.39	44.17	0.00	0.94	-38.76	32.28	-10.68	8.16	4.86

Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

	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	1,848	1,855	1,849	2,072	2,073	2,082	2,110	2,282	2,360	2,643	2,507	2,681
	1,487	1,506	1,527	1,514	1,692	1,697	1,705	1,709	1,851	1,893	2,154	2,039	2,268
Operating Profit	342	342	328	335	380	375	378	401	431	467	489	468	413
OPM %	18.70%	18.50%	17.69%	18.13%	18.32%	18.11%	18.14%	19.02%	18.88%	19.78%	18.50%	18.68%	15.41%
	31	31	26	31	26	29	37	35	45	31	46	45	39
Interest	1	2	1	1	1	1	1	1	1	1	1	1	1
Depreciation	54	56	57	60	64	70	75	79	77	84	88	87	87
Profit before Tax	318	316	296	306	340	333	339	356	398	413	445	426	453
Tax %	25.39%	25.56%	26.52%	25.51%	25.41%	25.82%	26.39%	25.39%	25.57%	25.73%	26.38%	24.90%	25.59%
Net Profit	237	235	217	228	254	247	249	265	296	307	328	320	337
	15.20	15.00	13.90	14.60	16.20	15.80	16.00	17.00	19.00	19.60	21.00	20.50	21.50

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

	Dec 2023	Dec 2024	Dec 2025	TTM
	7,226	8,076	9,395	10,192
	5,899	6,608	7,607	8,354
Operating Profit	1,327	1,468	1,788	1,838
OPM %	18.37%	18.18%	19.03%	18.03%
	120	122	157	161
Interest	5	4	4	4
Depreciation	219	269	329	347
Profit before Tax	1,224	1,317	1,612	1,737
Tax %	25.71%	25.79%	25.79%	25.65%
Net Profit	909	978	1,196	1,291
EPS	58.16	62.55	76.54	—
Dividend Payout %	44.70%	44.76%	45.73%	—

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:: 21%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

	Dec 2023	Dec 2024	Dec 2025
Equity Capital	31	31	31
	4,784	5,352	6,111
	52	47	42
Trade Payables	1,051	1,119	1,662
	534	544	661
Total Liabilities	6,453	7,093	8,508
	1,280	1,805	2,037
Capital Work in Progress	491	449	334
	142	142	122
	1,311	1,454	1,749
	1,049	1,274	1,623
Cash & Bank	1,585	1,349	1,841
	594	619	802
Total Assets	6,453	7,093	8,508

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

	Dec 2023	Dec 2024	Dec 2025
	900	884	1,343
Cash from Investing	-611	-71	-396
Cash from Financing	-386	-419	-451
	-97	394	496

Ratios

Standalone Figures in Rs. Crores / View Consolidated

	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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Name

SCHAEFFLER

3940.85

49.14

61596.93

0.89

325.78

13.47

2760.55

17.34

27.55

18.08

TIMKEN

3299.80

59.83

24820.68

0.08

1196.59

528.77

9433.20

891.45

19.14

18.83

SKFINDUS

2932.85

66.61

14499.41

0.34

61.92

-48.96

970.77

34.72

15.89

9.09

SKFINDIA

1530.30

36.09

7565.49

2.61

61.92

-47.62

587.79

-54.19

22.09

14.99

NRBBEARING

515.75

33.89

4998.78

1.54

377.60

1050.87

3695.30

1091.84

18.31

17.23

ROLEXRINGS

173.00

29.84

4538.36

0.00

60.14

22.34

304.34

4.38

20.98

22.58

BIMETAL

659.80

22.10

252.37

2.05

3.94

-7.06

79.53

10.98

7.01

6.32

NIBL

31.44

0.00

76.18

0.00

-6.59

-29.57

18.90

1.90

-18.80

-7.86

AUSTENG

127.00

10.39

44.17

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

1,848

1,855

1,849

2,072

2,073

2,082

2,110

2,282

2,360

2,643

2,507

2,681

1,487

1,506

1,527

1,514

1,692

1,697

1,705

1,709

1,851

1,893

2,154

2,039

2,268

Operating Profit

342

328

335

380

375

378

401

431

467

489

468

413

OPM %

18.70%

18.50%

17.69%

18.13%

18.32%

18.11%

18.14%

19.02%

18.88%

19.78%

18.50%

18.68%

15.41%

Interest

Depreciation

Profit before Tax

318

316

296

306

340

333

339

356

398

413

445

426

453

Tax %

25.39%

25.56%

26.52%

25.51%

25.41%

25.82%

26.39%

25.39%

25.57%

25.73%

26.38%

24.90%

25.59%

Net Profit

237

235

217

228

254

247

249

265

296

307

328

320

337

15.20

15.00

13.90

14.60

16.20

15.80

16.00

17.00

19.00

19.60

21.00

20.50

21.50

Dec 2023

Dec 2024

Dec 2025

TTM

7,226

8,076

9,395

10,192

5,899

6,608

7,607

8,354

Operating Profit

1,327

1,468

1,788

1,838

OPM %

18.37%

18.18%

19.03%

18.03%

120

122

157

161

Interest

Depreciation

219

269

329

347

Profit before Tax

1,224

1,317

1,612

1,737

Tax %

25.71%

25.79%

25.65%

Net Profit

909

978

1,196

1,291

EPS

58.16

62.55

76.54

—

Dividend Payout %

44.70%

44.76%

45.73%

—

Dec 2023

Dec 2024

Dec 2025

Equity Capital

4,784

5,352

6,111

Trade Payables

1,051

1,119

1,662

534

544

661

Total Liabilities

6,453

7,093

8,508

1,280

1,805

2,037

Capital Work in Progress

491

449

334

142

122

1,311

1,454

1,749

1,049

1,274

1,623

Cash & Bank

1,585

1,349

1,841

594

619

802

Total Assets

6,453

7,093

8,508

Dec 2023

Dec 2024

Dec 2025

900

884

1,343

Cash from Investing

-611

-71

-396

Cash from Financing

-386

-419

-451

-97

394

496

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