Capex to exceed ₹500 crore in CY26
Management plans to step up capex to over ₹500 crore in 2026, returning to average levels of 2022-2024, to support capacity expansion and new technologies.
SCHAEFFLERINDIA / guidance tracker
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Schaeffler India · forward-looking guidance across the available source record.
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What management said would happen.
capex
Export growth to moderate to 5-10% in CY26
Export order book for 2026 is in line with 2025, but growth is expected to moderate to 5-10% due to economic conditions in Europe and Asia Pacific.
Sustained double-digit revenue growth in CY26
Management reiterated commitment to double-digit growth in the medium term, supported by strong pipeline and market demand.
Full-year export growth of 10-12%
Exports expected to grow 10-12% for CY26, driven by strong intercompany order book from multiple regions.
Capex of ₹400-500 crore for CY26
Capital expenditure planned in the range of ₹400-500 crore, picking up from last year's rationalized level.
Price recovery over 6-18 months
Input cost increases from Middle East crisis will be passed on over 6-18 months, with first batch from Q2 onwards.