Schaeffler India Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Schaeffler India reported Q2 CY26 revenue of Rs 2,681 crores, up 17.5% year-on-year, with EBITDA of Rs 513 crores at a 19.1% margin and profit after tax of Rs 336-337 crores. Management attributed growth to Automotive Technologies, Vehicle Lifetime Solutions and exports, while Bearings and Industrial Solutions grew in single digits. Working capital rose due to planned inventory build-up, and management cited input cost increases, freight costs and foreign exchange as pressures on earnings during the quarter.
Schaeffler India reported Q1 CY26 revenue of Rs 2,507 crores, up 18.8% year-on-year but down 5.1% quarter-on-quarter, with EBITDA of Rs 483 crores at 19.3% margin and profit after tax of Rs 319.7 crores, up 12.8% year-on-year. Management attributed the sequential revenue decline to deliberate cost-correction and portfolio calibration exercises in the Bearings and Industrial Solutions business, alongside a liquidity crunch affecting aftermarket distributor demand. Exports grew 32.5% year-on-year and Automotive Technologies grew 30.8% year-on-year, while localization levels reached 80% of total revenue.