Schaeffler India Ltd logo

Schaeffler India Ltd

SCHAEFFLER NSE

Key Fundamentals

MidcapAuto ComponentsAutomobiles
Market Cap
₹63,436 Cr
Volatility
Moderate
P/E Ratio
49.32
EBITDA
₹1,911 Cr
Return on Equity
19.02%
Debt to Equity
0.01
Book Value
₹393.29
EPS
₹58.28
52W High
₹4,467.7
52W Low
₹3,518.4

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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39 extracted metrics + investor summaries across FY14–FY26.

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Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Strengths

3
  • Company has reduced debt.
  • Company is almost debt free.
  • Company has been maintaining a healthy dividend payout of 45.1%

Weaknesses

1
  • Stock is trading at 10.1 times its book value

Growth Rate

Revenue Growth
17.76% ↗
Net Income Growth
22.52% ↗
Cash Flow Change
53.60% ↗
ROE
8.07% ↗
ROCE
8.04% ↗
EBITDA Margin (Avg.)
3.85% ↗

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 5d ago
AI opinion · based on fundamentals
Risk medium

Schaeffler India is a nearly debt-free, high-quality auto-component company with a market cap of ₹65,310 crore trading at a PE of 51.5x and 10.5x book value. Revenue has compounded at 19% TTM with profit growth of 22% TTM, supported by consistent ROE of ~20%, but the premium valuation leaves limited margin of safety.

Bull Case 8
  • Almost debt-free balance sheet provides financial resilience and flexibility for capex in EV and industrial segments
  • Consistent ROE of 20% over 5 years and 21% in the last year indicates efficient capital allocation
  • Revenue CAGR of 19% over 10 years and 19% TTM demonstrates sustained top-line momentum across cycles
  • Profit CAGR of 33% over 5 years significantly outpaces revenue growth, reflecting operating leverage and margin expansion
  • Healthy dividend payout ratio of 45.1% rewards shareholders while the company remains debt-free
  • FY2025 revenue reached ₹9,686 crore (17.7% YoY growth) with PAT of ₹1,196 crore (22.4% growth), showing acceleration
  • E-mobility segment now contributes ~8% of revenue (up from negligible 3 years ago) with ~19% EBITDA margin, positioning the company for the EV transition
  • Parent Schaeffler AG views India as a key growth hub for exports and aftermarket, with management noting ICE dominance for at least a decade providing runway for core bearing business
Bear Case 8
  • PE of 51.5x is significantly above the auto-component sector median of ~30-35x, pricing in substantial future growth
  • Price-to-book of 10.5x leaves little room for error and implies the market expects ROE to stay elevated indefinitely
  • Dividend yield of only 0.85% offers minimal income cushion despite the 45.1% payout ratio due to elevated stock price
  • Stock CAGR of only 5% over 1 year versus 22% profit growth suggests market has already de-rated the stock from even higher multiples
  • EBITDA margin of ~18.5% in FY2024 and PBT margin of 16.9% in recent quarters indicate limited further margin expansion potential
  • 75% parent (Schaeffler AG) ownership limits free float to ~25%, creating potential liquidity constraints for institutional investors
  • EV penetration in passenger vehicles poses a long-term structural risk to traditional drivetrain bearing demand which remains the core business
  • 3-year compounded profit and sales growth of only 11% each suggests a mid-cycle slowdown between FY2021-2023 that could recur

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 19h ago
Positives 3
  • Strong Q2 revenue up 17.5% YoY Jul 22

    Schaeffler India reported Q2FY26 revenue of INR 26,814 million, up 17.5% YoY, with net profit of INR 3,367 million and margin of 12.6%.

  • New COO with global experience Aug 7

    Amit Bhalerao appointed COO effective Aug 10, 2026, bringing 23 years of global manufacturing experience to lead operations.

  • Double-digit industrial growth target Jul 23

    Management set a goal for double-digit growth in the industrial segment and highlighted strong expected demand for double clutch technology in tractors.

Neutral 2
  • Block trades signal institutional interest Jul 22

    Schaeffler India saw block trades of ₹42.12 crore on NSE (~101,982 shares at ₹4,130) and ₹18.86 crore on BSE (~45,095 shares at ₹4,181.20), reflecting strong institutional participation.

  • Earnings call audio disclosed Jul 23

    Audio recording of the analyst and investor meet for Q2FY26 (quarter ended June 30, 2026) made available, featuring MD and CFO commentary.

TL;DR: Schaeffler India delivered a solid quarter with 17.5% revenue growth and healthy profitability, complemented by a leadership strengthening at the COO level. Management guidance points to double-digit industrial growth ambitions and agricultural segment expansion. No material headwinds surfaced in recent news flow. The trend appears constructive with earnings momentum and strategic clarity intact heading into H2FY26.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
1,829
1,848
1,855
1,849
2,072
2,073
2,082
2,110
2,282
2,360
2,643
2,507
2,681
Expenses
1,487
1,506
1,527
1,514
1,692
1,697
1,705
1,709
1,851
1,893
2,154
2,039
2,180
Operating Profit
342
342
328
335
380
375
378
401
431
467
489
468
502
OPM %
19%
18%
18%
18%
18%
18%
18%
19%
19%
20%
18%
19%
19%
Other Income
31
31
26
31
26
29
37
35
45
31
46
45
39
Interest
1
2
1
1
1
1
1
1
1
1
1
1
1
Depreciation
54
56
57
60
64
70
75
79
77
84
88
87
87
PBT
318
316
296
306
340
333
339
356
398
413
445
426
453
Tax %
25%
26%
27%
26%
25%
26%
26%
25%
26%
26%
26%
25%
26%
Net Profit
237
235
217
228
254
247
249
265
296
307
328
320
337
EPS in Rs
15.18
15.03
13.91
14.57
16.22
15.81
15.95
16.98
18.95
19.62
20.98
20.45
21.54
Figures in ₹ Crores

Profit & Loss

  Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025TTM
Sales
1,618
1,711
1,795
3,941
4,562
4,361
3,762
5,561
6,867
7,226
8,076
9,395
10,192
Expenses
1,375
1,405
1,495
3,257
3,821
3,726
3,225
4,588
5,571
5,899
6,608
7,604
8,266
Operating Profit
243
306
299
683
740
635
537
973
1,296
1,327
1,468
1,791
1,926
OPM %
15%
18%
17%
17%
16%
15%
14%
17%
19%
18%
18%
19%
19%
Other Income
40
56
66
55
48
63
60
72
92
120
122
154
161
Interest
2
3
2
11
8
4
6
5
5
5
4
4
4
Depreciation
49
66
64
138
148
159
194
197
206
219
269
329
347
PBT
232
294
299
589
632
534
397
843
1,177
1,224
1,317
1,612
1,737
Tax %
34%
33%
35%
34%
34%
31%
27%
25%
25%
26%
26%
26%
—
Net Profit
153
197
195
388
420
368
291
629
879
909
978
1,196
1,291
EPS in Rs
18.4
23.76
23.47
46.75
26.86
23.52
18.62
40.25
56.25
58.16
62.55
76.53
82.59
Div. Payout %
8%
8%
10%
7%
22%
30%
41%
8%
43%
45%
45%
46%
—
Figures in ₹ Crores

Balance Sheet

  Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025Jun 2026
Equity Capital
17
17
17
17
31
31
31
31
31
31
31
31
31
Reserves
1,091
1,273
1,459
2,309
2,675
2,931
3,109
3,622
4,255
4,784
5,352
6,111
6,225
Borrowings
0
0
0
69
58
0
65
61
57
51
42
39
34
Other Liabilities
327
366
379
786
1,004
683
958
1,182
1,383
1,403
1,472
2,076
2,276
Total Liabilities
1,434
1,655
1,854
3,180
3,767
3,645
4,163
4,896
5,727
6,269
6,898
8,257
8,567
Fixed Assets
370
346
386
744
731
895
1,006
1,070
1,123
1,280
1,805
2,037
1,944
CWIP
20
52
24
53
162
166
160
89
249
491
449
334
445
Investments
4
0
0
0
0
0
0
0
0
142
142
122
91
Other Assets
1,039
1,258
1,443
2,383
2,875
2,584
2,997
3,737
4,355
4,356
4,502
5,764
6,087
Total Assets
1,434
1,655
1,854
3,180
3,767
3,645
4,163
4,896
5,727
6,269
6,898
8,257
8,567
Figures in ₹ Crores

Cash Flow

  Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating
117
182
193
401
238
510
649
465
751
900
884
1,343
Investing
-195
-222
-139
-270
-184
-366
-432
-342
-535
-611
-71
-396
Financing
-13
-17
-22
-88
-52
-171
-122
-127
-257
-386
-419
-451
Net Cash Flow
-91
-57
32
43
2
-27
95
-4
-41
-97
394
496
Free Cash Flow
77
124
100
267
-6
190
412
282
272
381
144
888
CFO/OP
78
96
102
89
63
106
147
67
82
90
82
97
Figures in ₹ Crores

Ratios

  Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Debtor Days
65
72
66
59
60
53
67
56
55
53
58
63
Inventory Days
70
81
92
92
116
96
112
115
107
107
106
113
Days Payable
79
89
91
91
100
66
120
102
95
86
82
107
Cash Conversion Cycle
56
64
67
60
76
82
59
68
66
74
82
69
Working Capital Days
75
69
63
56
64
66
51
53
54
56
63
60
ROCE %
22%
25%
22%
31%
26%
19%
13%
25%
29%
27%
26%
28%

Shareholding Pattern

As of Jun 2026
Promoters 74.13%
DIIs 16.22%
FIIs 4.36%
Public 4.30%
Others 0.98%
Total 99.99%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
74.13%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
4.38%
5.73%
5.15%
4.71%
4.49%
4.58%
4.46%
4.44%
4.25%
4.36%
DIIs
15.19%
15.67%
15.48%
15.18%
15.22%
15.33%
14.17%
15.06%
15.57%
15.73%
15.32%
15.56%
15.93%
14.74%
15.17%
15.64%
16.06%
16.00%
16.16%
16.13%
16.35%
16.22%
Government
0.00%
0.00%
0.00%
0.00%
0.16%
0.17%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
4.24%
4.19%
4.23%
4.44%
4.43%
4.47%
4.78%
4.83%
4.73%
4.78%
4.70%
4.69%
4.49%
4.34%
4.46%
4.42%
4.34%
4.35%
4.27%
4.32%
4.27%
4.30%
Others
6.44%
6.01%
6.16%
6.25%
6.06%
5.91%
6.93%
5.99%
5.58%
5.37%
5.85%
5.62%
1.07%
1.06%
1.10%
1.10%
0.98%
0.95%
0.98%
0.98%
1.01%
0.98%
No. of Shareholders
15,941
15,087
17,607
22,214
32,542
40,375
65,731
55,462
57,452
63,929
68,189
70,695
69,109
72,943
74,954
76,970
74,544
71,705
69,130
69,046
66,745
68,487

Documents

1
Concall - Nov 2017 Nov 2017
2
Concall - Apr 2018 Apr 2018
3
Concall - Oct 2018 Oct 2018
4
Concall - Feb 2023 Feb 2023
5
Concall - Mar 2024 Mar 2024

Frequently Asked Questions about Schaeffler India Ltd

What does Schaeffler India Ltd do?
Schaeffler India Ltd is engaged in the development, manufacturing and distribution of high-precision roller and ball bearings, engine systems and transmission components, chassis applications, clutch systems and related machine building manufacturing activities.[1]
Where is Schaeffler India Ltd (SCHAEFFLER) listed?
Schaeffler India Ltd is listed on the Indian stock exchanges. It is listed on NSE: SCHAEFFLER and BSE: 505790. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Schaeffler India Ltd belong to?
Schaeffler India Ltd operates in the Consumer Discretionary sector within the Auto Components industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Schaeffler India Ltd?
Schaeffler India Ltd has a market capitalisation of approximately ₹63435.84 Cr. Based on this, it is classified as a Large Cap stock.
What is the PE ratio of Schaeffler India Ltd?
The Price-to-Earnings (PE) ratio of Schaeffler India Ltd is 49.32. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Schaeffler India Ltd?
Over the past 52 weeks, Schaeffler India Ltd has traded between a low of ₹3,518.4 and a high of ₹4,467.7. This range helps investors understand the stock's price volatility and recent trading levels.
Does Schaeffler India Ltd pay dividends?
Yes, Schaeffler India Ltd has a dividend yield of 0.87%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Schaeffler India Ltd?
Schaeffler India Ltd has a Return on Equity (ROE) of 19.02%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Schaeffler India Ltd on Tapetide?
On Tapetide, you can view Schaeffler India Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Schaeffler India Ltd is engaged in the development, manufacturing and distribution of high-precision roller and ball bearings, engine systems and transmission components, chassis applications, clutch systems and related machine building manufacturing activities.[1]

Website schaeffler.co.in
CEO Mr. Harsha Gopal Kadam
Employees 2,922
Listed 2000-11-29
Face Value ₹ 2
Issued Size 15,63,03,670

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