Schaeffler India Limited — PPTs, 25-07-2025: Investor Presentation

**1. Financial Highlights:**

Schaeffler India reported strong financial results for the quarter and half-year. Revenue hit ₹2,282.1 Cr in Q2, up 10.1% YoY, with half-year revenue at ₹4,392.1 Cr (+12% YoY). EBITDA for Q2 surged 20.2% YoY to ₹448.9 Cr, driving margins to 19.7%. Profit after tax (PAT) grew 16.6% YoY to ₹296.2 Cr, with a 13.0% margin. Free Cash Flow (FCF) turned significantly positive at ₹286.8 Cr for the quarter, highlighting improved earnings and capital efficiency.

**2. Strategic Initiatives & Growth Drivers:**

Strategic expansion is underway with the inauguration of a fifth manufacturing facility in Shoolagiri, Tamil Nadu, focusing on conventional and electrified powertrain technologies. A significant E-Mobility milestone was achieved with the E-axle production line at the Talegaon Plant, demonstrating a push into future mobility solutions.

**3. Business Developments:**

The company saw broad-based growth across all business segments. Automotive Technologies secured new wins in powertrain components for PVs and CVs. Vehicle Lifetime Solutions expanded its product portfolio with volume wins in new aftermarket products. Bearings and Industrial Solutions continued to win business in key industrial sectors like power transmission and raw materials.

**4. Market Position & Competitive Advantage:**

Schaeffler India is positioning itself as a leading motion technology company, leveraging its global leadership in electric drive systems, customized for Indian conditions, to solidify its market standing.

**5. Investor Implications:**

The sustained double-digit growth, improving margins, and robust free cash flow generation indicate positive growth potential. Strategic investments in new manufacturing capacity and e-mobility further strengthen long-term value creation.