Schaeffler India Limited — PPTs, 30-04-2026: Investor Presentation

Schaeffler India delivered a strong Q1, with revenue climbing 18.8% year-on-year to ₹2,507 Cr. This growth was fueled by double-digit expansion in Automotive Technologies (+30.8%), Vehicle Lifetime Solutions (+18.1%), and Exports (+32.5%). Domestic business grew by 16.4% despite geopolitical conflicts impacting quarter-on-quarter trends.

The company saw notable business wins, including double clutches for tractors and hydraulic cam phasers. Vehicle Lifetime Solutions expanded its portfolio with FEAD timing kits and lubricants, while Bearings and Industrial Solutions secured new orders in various industrial applications and automotive bearings. Schaeffler India also received several awards, including Partner Level Excellence from John Deere for the fifth consecutive time.

Profit after tax (PAT) rose 20.5% year-on-year to ₹319.7 Cr, with EBITDA up 18.6% to ₹483 Cr. Earnings quality was sustained through localization benefits and capital efficiency, helping navigate margin pressures. Free cash flow, however, saw a decline of 42.2% to ₹136.9 Cr, mainly due to increased working capital to support rising demand.

Management noted sustained working capital levels and confirmed that the capex framework remains on track, affirming its commitment to long-term stakeholder value creation.