Schaeffler India Limited share price
NSE: SCHAEFFLER · ISIN INE513A01022
Key numbers
- Market cap
- ₹ 62,642 Cr
- Current price
- ₹ 4,007.70
- 52-week high / low
- ₹ 4,468 / 3,518
- Stock P/E
- 50.1
- Book value
- ₹ 392.5
- Dividend yield
- 0.87%
- ROCE
- 27.3%
- ROE
- 21.6%
- Debt to equity
- 0.01
- Sales growth (3 yrs)
- 12.3%
- Profit growth (3 yrs)
- 9.4%
- 1-year return
- -1.9%
About Schaeffler India Limited
Schaeffler India Limited engages in the development, manufacture, and distribution of high-precision roller and ball bearings, and related components in India and internationally. The company operates in two segments, Mobility Components and Related Solutions; and Others. It offers ball, plain, and roller bearings; linear guidance systems; cylindrical, spherical, needle, and tapered roller bearings; mounting and dismounting products; and lubrication, alignment, and condition monitoring products, as well as wheel bearings. The company also provides mechatronic products; release system, timing drive, front end auxiliary drive, steering and suspension, wheel bearing, cooling, dampers, valve train, flywheels; and clutch systems for passenger cars, light commercial vehicles, heavy commercial vehicles, and tractors; assembly machines, testing systems, handling technology, machining centers, digitalization services, robotics, and vision systems; and concentric slave cylinder, clutch master cylinder, semi slave cylinder, adapter, and high-pressure pipe assemblies. In addition, it offers engine, gear, chassis, transmission, grease, coolant, hydraulic, and shock absorber oil; spare part…
Quarterly results
Consolidated figures in ₹ crores
| Mar 2025 | Jun 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|
| Sales | 2,174 | 2,353 | 2,724 | 2,586 | 2,761 |
| Operating profit | 393 | 430 | 484 | 478 | 499 |
| Net profit | 252 | 287 | 322 | 316 | 326 |
| EPS (₹) | 16.10 | 18.40 | 20.60 | 20.20 | 20.80 |
Concall summary (2026-07-28)
AI summary of the earnings call transcript · tone: Positive · source document
Guidance & outlook
- In the first half, we have grown about 28% YoY, which is well above your FY26 guidance of about 10% to 12% growth which itself you had raised from 5% to 10% that you had guided during the fourth quarter.
- So yes, in the remaining period, we are expecting that we will be consuming the remaining of INR 500 crores.
Growth & demand
- While the first quarter Q1 calendar year, that is Jan to March, registered a 7.8% GDP growth, the quarter 2 estimates are hovering around 6.5% to 7%.
- Bearings and Industrial, which grew by about 5% on an average over the year and our export business grew 24%.
Margins & costs
- And currently, the Q2 estimates are showing 3.9%, obviously, with all the input costs going up in the manufacturing sector, plus the food prices going up, it's clearly reflecting in the commodity prices that are going up as well.
- And as you can see with an EBITDA margin of 19.1% in the quarter, resulting in a six-month EBITDA of 19.2% and an EBIT margin of 15.8%.
Capex & expansion
- The capex demand as well has improved in the last two quarters.
- Obviously, this is because of some of the capacity advantages we were able to leverage there, and our exports business did pretty well as well.
Balance sheet & cash
- We also did register reasonably good free cash flow.
- I move to slide number 14 and talk about the working capital.
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