Schaeffler India Limited — Investor Meet, 30-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Schaeffler India reported robust Q2 CY25 performance with ₹2,282 Cr revenue (+10.1% YoY), ₹449 Cr EBITDA (19.7% margin), and ₹296 Cr PAT (13% margin). Free cash flow generation was strong. The company inaugurated its fifth manufacturing facility and commenced e-axle supplies for the Tata Harrier. Exports saw significant growth, notably in Asia Pacific. Management emphasized continuous new business wins, increased localization (78-79%), and strategic CAPEX plans, focusing on efficiency and capacity utilization for sustained growth in a volatile market.