Schaeffler India Limited — Investor Meet, 28-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Schaeffler India posted robust Q2CY26. Revenue grew to INR 2,681 Cr (+17.5% YoY), with EBITDA at INR 513 Cr (19.1% margin) and PAT at INR 337 Cr. Key drivers included new business wins, strong Automotive Tech growth (+33.3% YoY) despite market slowdowns, and surging exports (+28% H1 YoY) leveraging local capacities. Industrial segment saw moderate growth, with management eyeing double-digit expansion. Aftermarket faced capacity constraints. Cost pressures from input prices, freight, and FX impacted margins, with H2 set for potential price adjustments. Capex for growth is on track. Koovers reached INR 79 Cr revenue; breakeven targeted 2029. The focus remains on consistent double-digit growth amidst global challenges.