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_commentarySchaeffler 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...
bullish
high
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Competitive 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_observation