Export growth moderation
Management guided export growth to slow to 5-10% in CY26 from 30-35% in CY25, due to weaker European and Asia Pacific demand.
SCHAEFFLERINDIA / Q3-FY26 / risks
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Schaeffler India · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Competitive intensity in industrial bearings
Analyst raised concern about a competitor's new SRB plant; management acknowledged competition but emphasized localization strategy.
KRSV subsidiary losses
KRSV's losses widened to 18.3% margin in Q4; management expects improvement in CY26 through channel and product mix optimization.