Schaeffler India Limited — PPTs, 30-04-2025: Investor Presentation

**Financial Highlights:**

Schaeffler India reported revenue of ₹2110 Cr, showing a year-on-year growth of 14.1% and a quarter-on-quarter increase of 1.3%. EBITDA reached ₹407 Cr, with a margin of 19.3%, marking a significant improvement of 20.2% YoY. Profit After Tax (PAT) was ₹265 Cr, recovering strongly from a loss reported in the same quarter last year.

**Strategic Initiatives & Growth Drivers:**

The company is enhancing operational efficiency while expanding its product range. Key initiatives include reorganizing the one-way clutch and OES truck and tractor businesses for improved market coverage and customer service.

**Business Developments:**

Schaeffler has secured multiple business wins, particularly in clutch systems for Commercial Vehicles (CV), and is engaging in new sectors such as Railway and Industrial Automation. The company is advancing product innovations and geographical expansion.

**Market Position & Competitive Advantage:**

Schaeffler holds a strong position in the automotive market, benefiting from a diversified product portfolio and robust demand in the CV and two-wheeler segments. Enhanced local production capabilities are further bolstering its market presence.

**Investor Implications:**

These updates underscore Schaeffler India's positive growth potential, driven by strong earnings quality and operational enhancements. Investors should watch the company’s continuous innovation and market expansion efforts as key indicators of future performance.