Schaeffler India Limited — Investor Meet, 06-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Schaeffler India's Q1 CY26 revenue hit INR 2,507 Cr, up 18.8% YoY. EBITDA stood at INR 483 Cr (19.3% margin), and PAT at INR 319.7 Cr (+12.8% YoY). Automotive Technologies saw robust 30.8% YoY growth, expected to continue strong. Exports surged 32.5% YoY, with a 10-12% growth outlook for CY26, driven by intercompany demand and improved Indian capabilities. The Industrial segment experienced some aftermarket demand slowdown due to liquidity and strategic recalibration amid intensifying competition. Overall localization reached 80%. Management expresses confidence in navigating supply chain challenges and delivering value.