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Schaeffler India Limited SCHAEFFLER NIFTY_MIDNSE

Consumer Cyclical · Auto Parts · India
https://www.schaeffler.co.in

Schaeffler India Limited engages in the development, manufacture, and distribution of high-precision roller and ball bearings, and related components in India and internationally. The company operates in two segments, Mobility Components and Related Solutions; and Others. It offers ball, plain, and roller bearings; linear guidance systems; cylindrical, spherical, needle, and tapered roller bearings; mounting and dismounting products; and lubrication, alignment, and condition monitoring products, as well as wheel bearings. The company also provides mechatronic products; release system, timing drive, front end auxiliary drive, steering and suspension, wheel bearing, cooling, dampers, valve train, flywheels; and clutch systems for passenger cars, light commercial vehicles, heavy commercial vehicles, and tractors; assembly machines, testing systems, handling technology, machining centers, digitalization services, robotics, and vision systems; and concentric slave cylinder, clutch master cylinder, semi slave cylinder, adapter, and high-pressure pipe assemblies. In addition, it offers engine, gear, chassis, transmission, grease, coolant, hydraulic, and shock absorber oil; spare part solutions; and maintenance, repair, and digital services. The company offers its products under the Schaeffler, LuK, INA, FAG, and Schaeffler TruPower brands. It serves aerospace, productronics, food, beverage and packaging, medical equipment, printing machinery, robotics, construction machinery, agriculture, pneumatic, industrial transmission, fluid, electric motors, rail, wind, water, solar, mining and processing, metallurgical production and processing, and textile machinery, as well as machine tools, two-wheelers, power transmission, raw material, paper, and pulp industries. The company was formerly known as FAG Bearings India Limited and changed its name to Schaeffler India Limited in July 2017. Schaeffler India Limited was incorporated in 1962 and is based in Pune, India.

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₹4,128.70
+1.01% 1Y

Market & Price

Market Cap
₹64,533.10 Cr
Current Price
₹4,128.70
High / Low (52W)
₹4,355.00 / ₹3,534.22
Beta
-

Valuation

Stock P/E
53.19
Industry PE
26.67
Forward P/E
40.96
PEG Ratio
-
Book Value
₹386.94
Price to Book
10.67
P/S
6.39
EV/EBITDA
-
Dividend Yield
0.85%

Profitability & Returns

ROCE
25.66%
ROE
-
ROA
-
Profit Margin
12.02%
Op Margin
16.37%
EPS (Latest Qtr)
₹20.20
EPS (TTM)
₹77.62

Balance Sheet & Liquidity

Debt/Equity
0.90
Quick Ratio
-
Current Ratio
-
Debt
-
Total Assets
₹8,212.68 Cr
Current Assets
₹5,465.03 Cr
Working Capital
₹3,356.66 Cr

Ownership

Promoter Holding
74.30%
Chg in Prom Hold
-
FII / Inst Holding
17.80%
Chg in FII Hold
-0.00%

Financial Snapshot

Enterprise Value
-
Total Revenue (TTM)
₹10,105.85 Cr
EBITDA
₹1,845.58 Cr
Free Cash Flow
-
Operating Cash Flow
-
Shares Outstanding
₹15.63 Cr
Gross Margin
38.55%
Payout Ratio
36.04%

Growth (CAGR)

Revenue 5Y
12.31%
Profit 5Y
9.37%
Revenue (YoY)
20.90%
Earnings (YoY)
25.50%

PROS

  • Healthy ROCE of 25.7%.
  • Compounding revenue at 12.3% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Trading at a high P/E of 53.2.

* The pros and cons are auto-generated from financial metrics.

Price Chart

NSE TradingView Screener.in

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Consumer Cyclical).

#NameCMP ₹P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 SCHAEFFLER Schaeffler India Limited NIFTY_MIDNSE 4,128.70 53.19 ₹64,533.10 Cr 0.85% 25.66% - 12.31% 9.37%
2 MARUTI Maruti Suzuki India Limited NIFTY50NSEAI 13,127.00 28.09 ₹4.13 L Cr 1.07% 17.22% 14.43% 16.60% 21.11%
3 M&M Mahindra & Mahindra Limited NIFTY50NSEAI 3,045.60 20.00 ₹3.66 L Cr 1.08% 17.26% 18.75% 18.44% 18.48%
4 TITAN Titan Company Limited NIFTY50NSE 4,074.90 71.43 ₹3.61 L Cr 0.27% 38.43% 37.13% 23.83% 16.00%
5 ETERNAL Eternal Limited NSEAITECH 250.58 626.45 ₹2.30 L Cr - 2.87% 1.19% 97.70% 45.90%
6 EICHERMOT Eicher Motors Limited NIFTY50NSEAI 7,177.00 35.71 ₹1.97 L Cr 0.98% 26.43% 23.77% 17.47% 23.70%
7 TVSMOTOR TVS Motor Company Limited NSE 3,355.70 52.91 ₹1.59 L Cr 0.36% 28.86% 31.62% 26.91% 31.46%
8 HYUNDAI HYUNDAI MOTOR INDIA LTD NSE 1,924.00 28.82 ₹1.56 L Cr 1.09% 32.62% 29.92% 5.50% 4.87%
9 MOTHERSON Samvardhana Motherson International Limited NSEAI 145.74 39.82 ₹1.53 L Cr 0.41% 11.82% 10.11% 17.10% 37.17%
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Quarterly Results

Figures in INR.

Metric Sep 2024Dec 2024Mar 2025Jun 2025Dec 2025Mar 2026
Revenue -2,136.06 Cr2,174.41 Cr2,352.59 Cr2,724.20 Cr2,585.64 Cr
Cost of Revenue -1,358.25 Cr1,347.92 Cr1,428.49 Cr1,665.25 Cr1,592.90 Cr
Gross Profit -777.81 Cr826.49 Cr924.10 Cr1,058.95 Cr992.74 Cr
Operating Expenses -485.54 Cr516.75 Cr574.70 Cr666.85 Cr604.88 Cr
Operating Income -292.27 Cr309.74 Cr349.40 Cr392.10 Cr387.86 Cr
EBITDA -405.21 Cr426.39 Cr473.15 Cr527.43 Cr520.64 Cr
Interest Expense -87.00 L1.56 Cr1.08 Cr1.61 Cr1.18 Cr
Pretax Income -326.22 Cr341.73 Cr391.35 Cr433.80 Cr429.00 Cr
Tax Provision -88.94 Cr90.11 Cr104.24 Cr111.44 Cr112.93 Cr
Net Income -237.28 Cr251.62 Cr287.11 Cr322.36 Cr316.07 Cr
Diluted EPS -15.2016.1018.4020.6020.20

Profit & Loss (Annual)

Figures in INR.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 6,741.83 Cr7,131.93 Cr8,114.59 Cr9,550.01 Cr
Cost of Revenue 4,502.64 Cr4,750.39 Cr5,446.51 Cr6,305.42 Cr
Gross Profit 2,239.19 Cr2,381.54 Cr2,668.08 Cr3,244.59 Cr
Operating Expenses 1,145.87 Cr1,278.46 Cr1,503.75 Cr1,822.01 Cr
Operating Income 1,093.32 Cr1,103.08 Cr1,164.33 Cr1,422.58 Cr
EBITDA 1,386.59 Cr1,439.74 Cr1,562.75 Cr1,910.03 Cr
Interest Expense 3.09 Cr2.96 Cr3.45 Cr3.95 Cr
Pretax Income 1,177.04 Cr1,213.77 Cr1,277.75 Cr1,562.36 Cr
Tax Provision 297.83 Cr314.75 Cr338.89 Cr412.01 Cr
Net Income 879.21 Cr899.02 Cr938.86 Cr1,150.35 Cr
Diluted EPS 56.3057.5060.1073.60

Compounded Sales Growth

5 Years:12.31%
1 Year:20.90%

Compounded Profit Growth

5 Years:9.37%
1 Year:25.50%

Stock Price Performance

1 Year:+1.01%
6 Months:+4.74%
3 Months:+5.38%
1 Month:-4.58%

Balance Sheet (Annual)

Figures in INR.

Metric Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets -5,726.72 Cr6,266.51 Cr6,882.92 Cr8,212.68 Cr
Current Assets -3,988.15 Cr4,106.16 Cr4,253.71 Cr5,465.03 Cr
Cash & Equivalents -166.04 Cr69.71 Cr463.94 Cr963.80 Cr
Inventory -1,243.37 Cr1,315.61 Cr1,469.62 Cr1,771.75 Cr
Receivables -1,032.41 Cr1,055.59 Cr1,292.92 Cr1,657.27 Cr
Total Liabilities -1,440.82 Cr1,461.16 Cr1,548.49 Cr2,164.72 Cr
Current Liabilities -1,377.89 Cr1,405.15 Cr1,488.04 Cr2,108.37 Cr
Long Term Debt -----
Total Debt -57.38 Cr51.10 Cr55.53 Cr54.67 Cr
Total Equity -4,285.90 Cr4,805.35 Cr5,334.43 Cr6,047.96 Cr
Shares Outstanding -15.63 Cr15.63 Cr15.63 Cr15.63 Cr

Cash Flows (Annual)

Figures in INR.

Metric Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -750.53 Cr884.46 Cr839.87 Cr1,290.03 Cr
Investing Cash Flow --534.54 Cr-595.01 Cr-24.57 Cr-340.72 Cr
Financing Cash Flow --256.95 Cr-386.03 Cr-421.07 Cr-449.45 Cr
Capital Expenditure --483.04 Cr-520.10 Cr-744.02 Cr-463.83 Cr
Free Cash Flow -267.49 Cr364.36 Cr95.85 Cr826.20 Cr
Net Change in Cash --40.96 Cr-96.58 Cr394.23 Cr499.86 Cr

Ratios (Annual)

Figures in %.

Metric Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 33.2%33.4%32.9%34.0%
Operating Margin % 16.2%15.5%14.3%14.9%
Net Margin % 13.0%12.6%11.6%12.0%
ROE % 20.5%18.7%17.6%19.0%
ROCE % 25.1%22.7%21.6%23.3%

Shareholding Pattern

Insiders
74.30%
Institutions
17.80%
Public Float
69.27%

Analyst View

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