Schaeffler India Limited — PPTs, 25-02-2026: Investor Presentation

Schaeffler India delivered robust financial results for Q4 and full year 2025.

**Business Performance:** Q4 revenue surged 26.9% YoY to INR 2,643.1 Cr, with full-year revenue growing 16.3% to INR 9,395.3 Cr. All divisions reported double-digit growth, led by Automotive Technologies (up 41.6% YoY in Q4). Domestic business saw a 23.8% increase in Q4. Profit After Tax (PAT) for Q4 was INR 328.0 Cr (12.4% margin), and for the full year, it reached INR 1,196.2 Cr (12.7% margin).

**Growth Drivers:** Operating margins improved due to localization benefits, volume gains, and focus on capital efficiency. The company secured new business wins in hydraulic cam phasers, PV/LV clutches, and bearings across two-wheeler, off-road, and raw material sectors, driven by portfolio expansion.

**Key Financial Metrics:** Free Cash Flow saw a massive jump to INR 1,001.0 Cr for FY2025. The Board declared a dividend of INR 35 per share for CY2025.

**Management Outlook:** Management is committed to sustained double-digit growth, operational efficiency, and disciplined capital allocation, remaining on track to build a leading Motion Technology Company.