Company profile / SCHAEFFLERINDIA

Schaeffler India

Other · 2 quarters tracked · source-linked performance and management context.

Research layer active
PositiveDelivery assessment incompleteLatest record q4-fy26

Latest revenue

₹2,586 Cr

verified financial record

Quarters tracked

2

source records in the directory

Delivery assessment

Unscored

No scored management commitments are present yet.

Call date

2026-04-??

latest available source date

Signal trajectory

2 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
2 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q3 FY26: 505.6 · Positive source sentiment · 2026-01-28Q3 FY26Q4 FY26: 483 · Positive source sentiment · 2026-04-??Q4 FY26505.6483
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

Unscored

No scored management commitments are present yet.

Latest source read

What changed this quarter?

Open quarter read

Schaeffler India delivered a robust Q1 FY26 with revenue of ₹2,570 crore (+18.8% YoY) and EBITDA of ₹483 crore (19.3% margin). Automotive technology led growth at 30.8% YoY, driven by strong ICE and hybrid demand, while exports surged 32.5% YoY on intercompany orders. Industrial bearings saw a planned recalibration due to pricing pressure and liquidity crunch in the aftermarket, leading to a 14.3% QoQ decline. Management guided for full-year export growth of 10-12% and capex of ₹400-500 crore. Key risk: supply chain disruptions from Middle East tensions and inability to fully pass on input cost inflation (6-18 month lag).

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Positive

Revenue

₹2,586 Cr

Source date

2026-04-??

Across the record

Quarter history.

2 source records

History modules

Follow the numbers and themes.