Automotive Technologies Revenue Growth (YoY)
42%
+42% YoY
Strong growth driven by e-mobility ramp-up and IC engine wins.
SCHAEFFLERINDIA
Other
28 Jan 2026
Schaeffler India Ltd — Q3 FY26
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.
✓ Verified against BSE filing
2-Min Summary
✦ AI-Generated from Full Transcript
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.
Key Numbers
Capacity Utilization
>85%
flat
All plants operating above 85% utilization; productivity improvements ongoing.
Localization Percentage
78%
flat
Continued focus on localizing spherical roller bearings and other components.
Free Cash Flow (Q4)
₹254 crore
+56% YoY
Strong cash generation driven by working capital improvement to 17.9% of sales.
Management Guidance
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.
Management guidance capexExport 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.
Management guidance growthSustained double-digit revenue growth in CY26
Management reiterated commitment to double-digit growth in the medium term, supported by strong pipeline and market demand.
Management guidance growthKey Risks
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.
medium · management_commentaryCompetitive intensity in industrial bearings
Analyst raised concern about a competitor's new SRB plant; management acknowledged competition but emphasized localization strategy.
medium · analyst_questionKRSV subsidiary losses
KRSV's losses widened to 18.3% margin in Q4; management expects improvement in CY26 through channel and product mix optimization.
medium · data_observationNotable 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.
Frequently Asked Questions
What was Schaeffler India's revenue in Q3 FY26?
Schaeffler India reported revenue of ₹2,724 Cr in Q3 FY26, representing a +26.9% change compared to the same quarter last year.
What guidance did Schaeffler India management give for FY27?
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. 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.
What are the key risks for Schaeffler India in FY27?
Key risks include 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.; 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..
Did Schaeffler India meet its previous quarter's guidance?
Scorecard data is being built as historical quarters are processed.
Where can I read the full Schaeffler India Q3 FY26 concall transcript?
The full earnings conference call transcript or source release is available on the linked source material. This page provides an AI-generated summary verified against official BSE/NSE filings.