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. 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.