Schaeffler India Limited — Investor Meet, 07-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Schaeffler India reported robust Q3 CY25 results, with revenue at INR 2,360 Cr (+13.9% YoY) and EBITDA margins exceeding 20% for the first time. Q3 PAT was INR 307 Cr, contributing to strong 9M performance. Localization hit 79%. Management is optimistic about Q4 demand driven by GST reforms and continues to leverage past investments for growth. New business wins, including an EUR 300 million e-axle order book, highlight momentum. While industrial segment growth saw timing differences, there are no structural concerns. The KRSV e-commerce platform aims for breakeven by 2027, with ongoing expansion.