Side-by-side earnings comparison across verified financials, AI summaries, management guidance, risks, quotes, and accountability signals.
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.
Read Schaeffler India analysis →Sutlej Textiles reported Q3 FY26 standalone revenue of INR 640 cr, down 2% YoY, but EBITDA surged over 200% YoY to INR 25 cr with margin expansion of 350 bps to 4%.
Read Sutlej Textiles and analysis →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.
Sutlej Textiles reported Q3 FY26 standalone revenue of INR 640 cr, down 2% YoY, but EBITDA surged over 200% YoY to INR 25 cr with margin expansion of 350 bps to 4%. PAT remained negative at INR -11 cr. The improvement was driven by cost optimization initiatives (30-40% of targeted savings achieved), product mix shift towards value-added yarns, and market diversification into Far East and Africa, reducing Bangladesh concentration. Home textiles order book provides visibility through Q1 FY27. Management expects Q4 to show continued sequential improvement, with full benefits of cost savings and renewable energy tie-ups (from Q1 FY27) flowing in over 2-3 quarters. Key risk: raw material price volatility, especially cotton, which rose 7-8% during the quarter and could pressure margins if not passed through.
Strong growth driven by e-mobility ramp-up and IC engine wins.
All plants operating above 85% utilization; productivity improvements ongoing.
Continued focus on localizing spherical roller bearings and other components.
Strong cash generation driven by working capital improvement to 17.9% of sales.
Overall capacity utilization is at 94%, with fiber and home textiles at planned levels.
Cotton constitutes 42% of total portfolio; synthetics balance the rest.
Management aims to grow home textiles from 5-8% to 20% of total revenue.
Target to shift one-third of yarn portfolio to value-added products within a year.
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.
Management guidance capexExport 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 guidance growthManagement reiterated commitment to double-digit growth in the medium term, supported by strong pipeline and market demand.
Management guidance growthManagement expects Q4 to be better than Q3, with continued momentum in operating margins.
Management guidance marginsEmployee rationalization and process improvements have delivered ~40% of targeted annual savings; remaining benefits expected over next 2-3 quarters.
Management guidance marginsTied up for renewable energy; benefits expected to accrue from Q1 FY27, reducing energy cost (40% of yarn conversion cost).
Management guidance marginsOrder book for home textiles provides visibility of ~120 days, i.e., through Q1 of next fiscal.
Management guidance revenueManagement guided export growth to slow to 5-10% in CY26 from 30-35% in CY25, due to weaker European and Asia Pacific demand.
medium · management_commentaryAnalyst raised concern about a competitor's new SRB plant; management acknowledged competition but emphasized localization strategy.
medium · analyst_questionKRSV's losses widened to 18.3% margin in Q4; management expects improvement in CY26 through channel and product mix optimization.
medium · data_observationCotton prices increased 7-8% during the quarter; volatility in cotton and polyester prices can pressure margins if not passed through.
high · management_commentaryBangladesh logistical issues have impacted yarn exports; management reduced exposure but uncertainty remains until elected government takes charge.
medium · analyst_questionUS-India trade situation and potential tariffs could affect export volumes; management notes real benefits may take two quarters to materialize.
medium · analyst_questionYarn segment EBITDA was only INR 1 cr despite contributing majority revenue; raw material inflation and competition keep margins under pressure.
high · data_observationWe 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 are transforming from a commodity textile player to an integrated platform company with clear paths to value creation.
Our home textile business is positioned in complex design intensive products that cannot be easily replicated or substituted.
