Schaeffler India Limited — PPTs, 23-07-2026: Investor Presentation

Schaeffler India delivered strong Q2 2026 revenue of **₹2,681.4 Cr**, up 17.5% YoY and 7.0% QoQ. This growth was fueled by double-digit performance in Automotive Technologies, Vehicle Lifetime Solutions (Aftermarket), and Exports, with domestic business also seeing a robust 16.2% YoY increase.

The company secured new business wins in PV clutches, tractor double clutches, and Overrunning Alternator Pulleys. Vehicle Lifetime Solutions focused on portfolio expansion, range extension, and workshop engagement programs, while Industrial Solutions gained new bearing business across raw material and automotive sectors.

Profit After Tax (PAT) for the quarter stood at **₹336.7 Cr** (12.6% margin), and EBITDA was **₹513.2 Cr** (19.1% margin). Free Cash Flow (FCF) was **₹96.5 Cr**, impacted by increased working capital. Management noted a slight earnings impact from geopolitical costs but expects working capital levels to be managed. The capital expenditure framework remains on track, reaffirming commitment to long-term stakeholder value.