Schaeffler India Limited — Investor Meet, 03-03-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Schaeffler India reported robust Q4 CY25, with revenue at ₹2,643 Cr (+26.9% YoY) and PAT at ₹328 Cr. Annual revenue reached ₹9,395 Cr (+16.3% YoY), with EBITDA margins at 19.6%. The company saw strong double-digit growth in Automotive Technology (+42% YoY) and Bearings & Industrial Solutions, fueled by new business wins in hybrids, e-axles, and ICE applications. Management noted consistent capacity utilization over 85% and plans to increase capex in 2026 to over ₹500 Cr for continued growth and localization. A dividend of ₹35/share was also announced.