Schaeffler India Ltd
SCHAEFFLER NSE
Schaeffler India Ltd
Consumer DiscretionaryNSE: SCHAEFFLER BSE: 505790 Auto Components
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]
AI Verdict: BUY Confidence: 6%
Schaeffler India is a debt-free, high-quality compounder with 20% compounded profit growth over 10 years and strong analyst consensus (86% Buy). However, at 54x PE and 11x book value, the premium valuation limits near-term upside and warrants a measured entry strategy.
Key Fundamentals
MidcapAuto ComponentsAutomobilesMarket Cap
₹66,010 Cr
Volatility
Moderate
P/E Ratio
51.97
EBITDA
₹1,911 Cr
Return on Equity
18.71%
Debt to Equity
0.01
Book Value
₹386.94
EPS
₹58.28
52W High
₹4,467.7
52W Low
₹3,518.4
Technical Indicators
Key Insights
Strengths
2- Company is almost debt free.
- Company has been maintaining a healthy dividend payout of 45.1%
Weaknesses
1- Stock is trading at 10.6 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 claude-opus-4.6 3d agoBUY
Risk medium
Schaeffler India is a debt-free, high-quality compounder with 20% compounded profit growth over 10 years and strong analyst consensus (86% Buy). However, at 54x PE and 11x book value, the premium valuation limits near-term upside and warrants a measured entry strategy.
Bull Case 8
- Almost zero debt on the balance sheet, providing significant financial flexibility and resilience during economic downturns
- Compounded profit growth of 33% CAGR over 5 years demonstrates strong earnings momentum and operational leverage
- Consistent ROE of 20-21% over 3, 5, and 10-year periods indicates durable competitive advantages and efficient capital allocation
- 86% analyst Buy consensus (6 out of 7 analysts) reflects broad institutional confidence in the growth trajectory
- Revenue CAGR of 20% over 5 years and 19% over 10 years shows sustained top-line expansion across cycles
- Healthy dividend payout ratio of 45.1% with 0.84% yield provides income while retaining enough for growth capex
- TTM sales growth of 17% and profit growth of 23% indicate continued acceleration in the current fiscal year
- Stock CAGR of 32% over 5 years has rewarded long-term shareholders handsomely, reflecting fundamental value creation
Bear Case 8
- PE ratio of 54x is significantly above the sector median, leaving little margin of safety if growth decelerates
- Trading at 11x price-to-book value implies the market has priced in several years of future growth already
- Market cap of Rs 65,993 crore on current earnings suggests stretched valuations relative to near-term cash flows
- Dividend yield of only 0.84% offers minimal downside protection compared to risk-free alternatives yielding 7%+
- Stock CAGR of only 10% over the past 1 year indicates momentum fatigue after the strong 5-year rally
- 3-year compounded profit growth of 11% is materially lower than the 5-year figure of 33%, suggesting possible growth normalization
- 3-year sales CAGR of 11% versus 5-year CAGR of 20% points to a deceleration in revenue momentum
- One analyst has a Sell rating (14.29%), flagging potential downside risk that the majority may be overlooking
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 14h ago Neutral 2
- ₹81Cr institutional block trade Jun 3
Schaeffler India recorded a ₹81.15 crore block trade on NSE involving ~200,729 shares at ₹4042.70 per share, indicating significant institutional activity.
- ₹28Cr block trade on NSE Jun 22
A ₹28.08 crore block trade involving ~63,899 shares executed at ₹4395.20 per share, reflecting continued large-volume institutional participation.
TL;DR: Recent news flow for Schaeffler India is limited to two institutional block trades in June, with no fundamental headwinds or positive catalysts reported. The rising execution price from ₹4042.70 on Jun 3 to ₹4395.20 on Jun 22 suggests steady price appreciation. With no sector-specific risks or company announcements surfacing, the near-term outlook depends on broader auto sector trends and upcoming quarterly results.
Quarterly Results
| Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 1,694 | 1,829 | 1,848 | 1,855 | 1,849 | 2,072 | 2,073 | 2,082 | 2,110 | 2,282 | 2,360 | 2,643 | 2,507 |
| Expenses | 1,379 | 1,487 | 1,506 | 1,527 | 1,514 | 1,692 | 1,697 | 1,705 | 1,709 | 1,851 | 1,893 | 2,154 | 2,039 |
| Operating Profit | 315 | 342 | 342 | 328 | 335 | 380 | 375 | 378 | 401 | 431 | 467 | 489 | 468 |
| OPM % | 19% | 19% | 18% | 18% | 18% | 18% | 18% | 18% | 19% | 19% | 20% | 18% | 19% |
| Other Income | 33 | 31 | 31 | 26 | 31 | 26 | 29 | 37 | 35 | 45 | 31 | 46 | 45 |
| Interest | 1 | 1 | 2 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Depreciation | 52 | 54 | 56 | 57 | 60 | 64 | 70 | 75 | 79 | 77 | 84 | 88 | 87 |
| PBT | 294 | 318 | 316 | 296 | 306 | 340 | 333 | 339 | 356 | 398 | 413 | 445 | 426 |
| Tax % | 25% | 25% | 26% | 27% | 26% | 25% | 26% | 26% | 25% | 26% | 26% | 26% | 25% |
| Net Profit | 219 | 237 | 235 | 217 | 228 | 254 | 247 | 249 | 265 | 296 | 307 | 328 | 320 |
| EPS in Rs | 14.03 | 15.18 | 15.03 | 13.91 | 14.57 | 16.22 | 15.81 | 15.95 | 16.98 | 18.95 | 19.62 | 20.98 | 20.45 |
Profit & Loss
| Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 9,792 |
| 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 | 7,937 |
| Operating Profit | 243 | 306 | 299 | 683 | 740 | 635 | 537 | 973 | 1,296 | 1,327 | 1,468 | 1,791 | 1,855 |
| 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 | 167 |
| 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 | 336 |
| PBT | 232 | 294 | 299 | 589 | 632 | 534 | 397 | 843 | 1,177 | 1,224 | 1,317 | 1,612 | 1,682 |
| 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 | 1,251 |
| 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 | 80 |
| Div. Payout % | 8% | 8% | 10% | 7% | 22% | 30% | 41% | 8% | 43% | 45% | 45% | 46% | — |
Balance Sheet
| Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 17 | 17 | 17 | 17 | 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 |
| Borrowings | 0 | 0 | 0 | 69 | 58 | 0 | 65 | 61 | 57 | 51 | 42 | 39 |
| Other Liabilities | 327 | 366 | 379 | 786 | 1,004 | 683 | 958 | 1,182 | 1,383 | 1,403 | 1,472 | 2,076 |
| 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 |
| Fixed Assets | 370 | 346 | 386 | 744 | 731 | 895 | 1,006 | 1,070 | 1,123 | 1,280 | 1,805 | 2,037 |
| CWIP | 20 | 52 | 24 | 53 | 162 | 166 | 160 | 89 | 249 | 491 | 449 | 334 |
| Investments | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 142 | 142 | 122 |
| 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 |
| 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 |
Cash Flow
| Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 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 |
Ratios
| Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 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% |
Documents
1
Shareholder Meeting / Postal Ballot-Scrutinizer''s Report
1 May - 63rd AGM outcomes: dividend approved, Jens Schuler reappointed, Price Waterhouse appointed auditors. 1 May - 63rd AGM outcomes: dividend approved, Jens Schuler reappointed, Price Waterhouse appointed auditors.
2
Presentation Made At The 63Rd Annual General Meeting
1 May - Schaeffler India shared its 63rd AGM presentation, highlighting 2025 performance, Shoolagiri facility, and e-mobility milestones. 1 May - Schaeffler India shared its 63rd AGM presentation, highlighting 2025 performance, Shoolagiri facility, and e-mobility milestones.
3
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
30 Apr - Audio recording of April 30, 2026 analyst/investor meet available on company website. 30 Apr - Audio recording of April 30, 2026 analyst/investor meet available on company website.
4
Shareholder Meeting / Postal Ballot-Outcome of AGM
30 Apr - Schaeffler India held its 63rd AGM on April 30, 2026; audited accounts, dividend, director reappointment and auditor appointment considered. 30 Apr - Schaeffler India held its 63rd AGM on April 30, 2026; audited accounts, dividend, director reappointment and auditor appointment considered.
5
Presentation Made At The 63Rd Annual General Meeting
1 May - Schaeffler India shared its 63rd AGM presentation, highlighting 2025 performance, Shoolagiri facility, and e-mobility milestones. 1 May - Schaeffler India shared its 63rd AGM presentation, highlighting 2025 performance, Shoolagiri facility, and e-mobility milestones.
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 ₹66010.17 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 51.97. 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 0.84%. 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 18.71%. 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