Schaeffler India logo

Schaeffler India

SCHAEFFLER NSE

Key Fundamentals

MidcapAuto ComponentsAutomobiles
Market Cap
₹59,896 Cr
Volatility
Moderate
P/E Ratio
47.05
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

Tapetide Score

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

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 9.71 times its book value

Growth Rate

Revenue Growth
17.76% higher than 3Y
Net Income Growth
22.52% higher than 3Y
Cash Flow Change
53.6% higher than 3Y
ROE
8.07% lower than 3Y
ROCE
8.04% higher than 3Y
EBITDA Margin (Avg.)
3.85% higher than 3Y

AI Analysis — Bull vs Bear

6d ago
AI opinion · based on fundamentals
Risk medium

Schaeffler India has a market capitalisation of about ₹62,911 crore and trades at 50.2x earnings and 10.24x book value. That valuation is backed by 10-year sales and profit CAGRs of 19% and 20%, an ROE of 21% last year and a balance sheet that is almost debt-free. Stock returns have lagged recently, with a 0% 1-year CAGR and a 7% 3-year CAGR, while profit grew 11% a year over the past three years and 22% on a TTM basis.

Bull Case 7
  • Growth has been steady over long periods. Sales compounded at 19% and profit at 20% over 10 years, and 5-year profit CAGR was 33%. This points to durable demand across cycles rather than one-off gains.
  • Recent momentum has picked up. TTM sales growth of 19% and TTM profit growth of 22% are well above the 3-year CAGRs of 11% for both, which suggests growth is speeding up again.
  • Returns on capital are high and consistent. ROE was 21% last year, 20% on both 3-year and 5-year averages, and 18% over 10 years, with the trend rising.
  • The balance sheet is almost debt-free and the company has reduced debt. That lowers financial risk and leaves room to fund capex internally.
  • Dividend payout is healthy at 45.1% of profits while ROE stays around 20%. The business funds its growth and still returns a meaningful share of earnings to shareholders.
  • Profits have grown faster than the share price. Over 3 years the stock CAGR was 7% against 11% profit CAGR, so part of the earlier valuation premium has already come down.
  • Long-term shareholder returns have been solid, with stock CAGRs of 22% over 5 years and 17% over 10 years, broadly in line with underlying profit growth of 33% and 20%.
Bear Case 7
  • The valuation is demanding. At a P/E of 50.2 the earnings yield is only about 2%, which leaves little room for disappointment if growth slows.
  • The stock trades at 10.24x book value. Even with a 21% ROE, that multiple assumes high returns and strong growth will continue for a long time.
  • Measured against sustained growth, the P/E looks stretched. Using the 3-year profit CAGR of 11%, the P/E of 50.2 implies a PEG of roughly 4.6. Even on the TTM profit growth of 22%, the PEG is about 2.3.
  • Price performance has been weak. The stock's 1-year CAGR is 0% and its 3-year CAGR is 7%, both well below its 10-year CAGR of 17%.
  • Growth has slowed at times. 3-year sales and profit CAGRs of 11% are far below the 5-year levels of 20% and 33%, so growth rates have not been consistent.
  • The dividend yield of 0.87% is modest even with a 45.1% payout. Income offers little support for returns, which depend mostly on earnings growth and the valuation holding up.
  • As a bearings and auto-components business in Consumer Discretionary, earnings with ROE near 20% are exposed to automotive and industrial cycles. A downturn could hurt a stock priced at 50.2x earnings more than most.

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

AI News Digest

1d ago
Positives 2
  • Unified aftermarket brand from Q2 2027 Sep 8

    Schaeffler India will merge its FAG, INA and LuK aftermarket brands into a single brand starting Q2 2027. The move gives customers simpler access to its vehicle lifetime solutions portfolio and could strengthen its aftermarket position.

  • Motion tech showcase at bauma CONEXPO Sep 15

    Schaeffler India displayed next-gen motion technology for construction equipment at bauma CONEXPO INDIA 2026, with a focus on electrification and efficiency. This shows it is expanding beyond automotive into industrial and off-highway segments.

Neutral 3
  • Investor meets on Sep 28 Sep 22

    Schaeffler India will hold one-on-one and group meetings with major asset managers in Mumbai on September 28, 2026, to discuss business updates. These meetings may give investors more clarity on strategy and outlook.

  • Two directors approved via ballot Sep 25

    Shareholders approved Christophe Hannequin and Chetan Kumar Maini as directors through a postal ballot that ended September 25, 2026. This is routine governance with no immediate financial impact.

  • ESG score of 65 disclosed Sep 23

    Schaeffler India disclosed an ESG score of 65 from ESG Risk Assessments & Insights. The rating was independent and based only on public data, with no input from the company.

TL;DR: Schaeffler India's recent news is mostly constructive or routine, with no clear headwinds reported. The brand merger from Q2 2027 and its push into electrified construction equipment support its aftermarket and industrial diversification story. None of these articles give hard numbers on revenue, margins or orders, so their near-term financial impact is unclear. The September 28 investor meetings could provide the business updates needed to judge whether the trend is improving.

Quarterly Results

Particulars 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

Particulars 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

Particulars 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

Particulars 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

Particulars 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%

Insights

Beta

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

Log in to view Schaeffler India insights

63 extracted metrics + investor summaries across FY10–FY27.

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Shareholding Pattern

Others0.98%Promot.74.13%Public4.30%FIIs4.36%DIIs16.22%As ofJun 2026

Documents

Frequently Asked Questions about Schaeffler India

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 trades as SCHAEFFLER on the NSE and under code 505790 on the BSE.
Which sector does Schaeffler India Ltd belong to?
Schaeffler India Ltd is classified under the Automobiles sector, in the Auto Components industry.
What is the market capitalisation of Schaeffler India Ltd?
Schaeffler India Ltd has a market capitalisation of ₹59,896 Cr, which places it in the Large Cap band.
What is the PE ratio of Schaeffler India Ltd?
Schaeffler India Ltd trades at a PE ratio of 47.05, on earnings per share of ₹58.28, against a book value of ₹393.29 per share.
What is the 52-week high and low of Schaeffler India Ltd?
Over the last 52 weeks Schaeffler India Ltd has traded between ₹3,518.4 and ₹4,467.7.
Does Schaeffler India Ltd pay dividends?
Schaeffler India Ltd has a dividend yield of 0.90%.
What is the Return on Equity (ROE) of Schaeffler India Ltd?
Schaeffler India Ltd reported a return on equity of 19.02%. Its debt-to-equity ratio is 0.01.

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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