Schaeffler India Limited — Investor Meet, 06-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Schaeffler India reported Q1 CY’25 revenue of INR 2,110 Cr, up 14.1% YoY led by Automotive Technologies and 20% QoQ export growth in industrial bearings. EBITDA margin rose to 19.3% (INR 407 Cr) and PAT margin to 12.6% (INR 265 Cr), aided by cost control and capex moderation (INR 82.5 Cr). Free cash flow hit INR 237 Cr. New business wins include clutch systems and e-mobility e-axles with EUR 300 million lifetime potential. Growth drivers: hybrids, ICE, wind energy, and railways. Export recovery looks sustainable amid geopolitical caution. Capex focus shifts to efficiency; new plant launching in H2 CY’25. Management confident in double-digit growth and localization gains.