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Revenue
₹2,724 Cr
verified against source
Revenue YoY
26.9%
reported change
EBITDA
₹505.6 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Schaeffler India delivered a stellar Q4 CY25 with revenue of ₹2,643 crore (+26.9% YoY) and EBITDA of ₹505.6 crore (+19.1% YoY), driven by strong volume growth across automotive (42% YoY in AT), industrial, and aftermarket segments. The company benefited from robust end-market demand, GST 2.0 reforms, and new business wins in hybrid and e-mobility. PAT came in at ₹328 crore with EBITDA margin of 19.1%. Management guided for sustained double-digit growth in CY26, with capex stepping up to over ₹500 crore to support capacity expansion (current utilization >85%). Key risk: export growth may moderate to 5-10% in CY26 due to slower European demand.
Colored figures show movement against the previous available record.
Guidance to track
- 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.
- 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.
- Management reiterated commitment to double-digit growth in the medium term, supported by strong pipeline and market demand.
Risks flagged
- Management guided export growth to slow to 5-10% in CY26 from 30-35% in CY25, due to weaker European and Asia Pacific demand.
- Analyst raised concern about a competitor's new SRB plant; management acknowledged competition but emphasized localization strategy.
- KRSV's losses widened to 18.3% margin in Q4; management expects improvement in CY26 through channel and product mix optimization.
Key quotes
- We have now started to leverage and ensure the sweating of the assets that we have already invested in last year.
- The hybrid technology what we deliver is at a module and a subsystem level. So the value of which is definitely much higher.
- We will be stepping up again to the average of previous three years levels over 500 crores.
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