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Schaeffler India

SCHAEFFLER NSE
₹3,507.20 −17.50 (−0.50%)
P/E
42.47
View as Markdown
MCP
Close 4 Nov 2026 ₹3,507.20 −614.80 −14.9% 1Y
Start ₹4,122.00

Key Fundamentals

MidcapAuto ComponentsConsumer Discretionary

Price-based figures as of · EPS basis: Standalone · TTM

ROCE
27.90%
Debt to Equity
0.01
EPS (TTM)
₹82.59
Book Value
₹393.29
Market Cap
—
P/E (TTM)
42.47
P/B
8.92
ROE
20.80%
Dividend Yield
0.99%
EBITDA
₹1,911 Cr
52W High
₹4,467.70
52W Low
₹3,420.00
Day Range
₹3,492.00 – ₹3,563.90
Volume
1,41,616

Peer Comparison

Consumer Discretionary › Automobiles › Auto Components › Auto Components & Equipments

Schaeffler India peer comparison
Samvardhana Motherson International
₹159.4938.43₹1,68,660 Cr3.980.37%11.20%13.40%₹1,31,135 Cr₹4,556 Cr
Bosch
₹50,925.0063.56₹1,48,351 Cr10.110.54%14.60%21.50%₹21,088 Cr₹2,363 Cr
Bharat Forge
₹1,812.80122.74₹86,739 Cr7.650.48%12.00%12.60%₹17,543 Cr₹715 Cr
UNO Minda
₹1,196.9057.49₹67,494 Cr10.130.24%19.30%19.60%₹20,725 Cr₹1,291 Cr
Sona BLW Precision Forgings
₹893.7074.48₹56,293 Cr8.700.38%11.70%15.10%₹4,514 Cr₹746 Cr
Schaeffler India (this company)
₹3,507.2042.47₹55,555 Cr8.920.99%20.80%27.90%₹10,192 Cr₹1,292 Cr
Tube Investment
₹2,250.5071.81₹42,644 Cr5.620.16%9.95%17.10%₹23,754 Cr₹1,109 Cr
Median 7 companies₹1,812.8063.56₹67,494 Cr8.700.38%12.00%17.10%₹20,725 Cr₹1,291 Cr

Comparable companies in the same industry. Market cap, P/E and P/B use the latest price; other metrics are as reported in filings. A dash means the figure is not published for that company.

Tapetide Score

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

Overall score

55 Good

Data confidence 100/100

Category scores

Quality
60
Good
Returns, margins, earnings quality 22% weight
Valuation
58
Good
Cheap vs sector & own history 24% weight
Growth
59
Good
Sales & profit trajectory 9% weight
Financial Health
86
Strong
Solvency, leverage, coverage 9% weight
Momentum
14
Poor
Trend strength, vol-adjusted 12% weight
Ownership
51
Average
FII/DII/promoter flows 24% weight

The Tapetide Score is data analysis, not investment advice. Tapetide is not a SEBI-registered research analyst or investment adviser.

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 8.95 times its book value

Technical Indicators

Technical signals: verdict and indicator counts
GroupSignalBearishNeutralBullish
OverallStrong Bearish1162
OscillatorsBullish162
Moving AveragesStrong Bearish1000

Key readings

RSI (14)
35.92
Neutral
MACD (12,26,9)
−91.75
Bullish
SMA (50)
3,831.75
Bearish
SMA (200)
3,980.19
Bearish

As of

Analyst Rating

Based on 7 analysts
BUY86%

6 of 7 analysts rate Buy, 0 Hold, 1 Sell.

As of

BUY
6
86%
HOLD
0
0%
SELL
1
14%

Growth Rate

From the financial statements below. 10Y, 5Y, 3Y: compound annual growth to Dec 2025; 1Y: fiscal year to Dec 2025 against Dec 2024; TTM: four quarters to Jun 2026 against Jun 2025.

Revenue

Revenue growth by window
10Y+18.57%
5Y+20.09%
3Y+11.01%
1Y+16.33%
TTM+19.23%

Net profit

Net profit growth by window
10Y+19.76%
5Y+32.67%
3Y+10.81%
1Y+22.29%
TTM+22.23%

Operating cash flow

Operating cash flow growth by window
10Y+22.12%
5Y+15.66%
3Y+21.38%
1Y+51.92%
TTM—

TTM: Reported once a year, so there is no trailing-twelve-month figure.

Operating margin· change in pp

Operating margin growth by window
10Y+1.18 pp
5Y+4.79 pp
3Y+0.19 pp
1Y+0.88 pp
TTM+0.36 pp

Revenue by year

Revenue by year, ₹ crore
Dec 2016₹1,795 Cr
Dec 2017₹3,941 Cr
Dec 2018₹4,562 Cr
Dec 2019₹4,361 Cr
Dec 2020₹3,762 Cr
Dec 2021₹5,561 Cr
Dec 2022₹6,867 Cr
Dec 2023₹7,226 Cr
Dec 2024₹8,076 Cr
Dec 2025₹9,395 Cr

Net profit by year

Net profit by year, ₹ crore
Dec 2016₹195 Cr
Dec 2017₹388 Cr
Dec 2018₹420 Cr
Dec 2019₹368 Cr
Dec 2020₹291 Cr
Dec 2021₹629 Cr
Dec 2022₹879 Cr
Dec 2023₹909 Cr
Dec 2024₹978 Cr
Dec 2025₹1,196 Cr

Analyst Forecasts

Forecast For
Dec 26 consensus · EBITDA
₹533 Cr −6.5% vs Sep 26
Reported High Mean Low

AI Analysis — Bull vs Bear

Figures as of 2 Nov 2026
AI opinion · based on fundamentals
Risk medium

Schaeffler India Ltd trades at ₹3,534.6 as of 2026-11-02 with a market cap of ₹55,753.52 crore, a PE of 42.8x, and a near-zero debt-to-equity ratio of 0.01. The company has delivered 20% compounded profit growth over 10 years alongside a 19% ROE over the same period, though the stock is down 8% over the past one year and trades at roughly 9x book value.

Bull Case 7
  • Virtually debt-free balance sheet with a debt-to-equity ratio of just 0.01, providing significant financial flexibility and resilience through economic cycles
  • Strong long-term compounded sales growth of 19% over 10 years and 20% over 5 years, reflecting consistent revenue expansion
  • Compounded profit growth of 20% over 10 years and 33% over 5 years demonstrates sustained earnings power and operating leverage
  • ROCE of 25.68% indicates efficient capital allocation and strong returns on deployed capital
  • Consistent ROE averaging 18% over 10 years and improving to 21% in the last year, signalling improving profitability on shareholders' equity
  • Healthy dividend payout ratio of 45.1% with a current yield of 0.98%, showing commitment to returning cash to shareholders while retaining enough for growth
  • TTM sales growth of 19% and TTM profit growth of 22% indicate the recent growth momentum remains intact
Bear Case 7
  • PE ratio of 42.8x on a TTM EPS of ₹82.59 represents a premium valuation, leaving limited room for earnings disappointments
  • Price-to-book ratio of 8.99x is elevated, meaning investors are paying nearly 9 times the book value per share
  • Stock has declined approximately 21% from its 52-week high of ₹4,467.7 to ₹3,534.6, indicating sustained selling pressure
  • One-year stock CAGR of -8% shows the market has de-rated the stock despite continued earnings growth
  • Three-year compounded sales growth of 11% and profit growth of 11% show a deceleration compared to the 5-year CAGR of 20% and 33% respectively
  • Three-year stock CAGR of only 6% significantly lags the 5-year CAGR of 19%, suggesting diminishing investor returns over the medium term
  • Dividend yield of 0.98% is modest relative to the premium valuation, offering limited income cushion in a downturn

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

AI News Digest

9h ago

TL;DR: Schaeffler India is delivering strong top-line growth with revenue up 27% and exports surging 46%, but profitability is under pressure as EBITDA margins contract and free cash flow drops sharply. The CEO's arrest over a fatal factory accident in June 2026 introduces meaningful governance and reputational risk, with no interim leadership formally announced. The core business momentum remains solid on strong auto and industrial demand, but margin recovery, the legal outcome, and leadership clarity are key variables to watch in the near term.

Headwinds 6
  • CEO arrested over factory deaths Oct 20

    MD & CEO Harsha Kadam taken into custody on Oct 19 by Talegaon MIDC Police under Bharatiya Nyaya Sanhita provisions, as statutory 'occupier' of the factory where two contract workers died in a CO2 gas leak on June 9, 2026. No interim CEO named; no formal delegation of MD powers disclosed.

  • EBITDA margin compression Nov 1

    EBITDA margin contracted 150 bps YoY to 18.7% in Q3 CY26 and fell to 17.4% in Q2 FY27, driven by rising input costs and a weakening rupee.

  • Free cash flow drops 82% Nov 1

    Free cash flow plunged 81.7% YoY to ₹408 million (₹41 crore) in Q3 CY26 due to working capital buildup.

Positives 4
  • Revenue surges 27% YoY Nov 1

    Revenue rose 27.4% YoY to ₹3,005 crore (₹30,058 million) in Q3 CY26, with domestic growth of 24% supported by strong automotive demand and industrial output.

  • Exports jump 46% YoY Nov 1

    Exports surged 46.3% YoY, now contributing 17% of total revenue, significantly outpacing domestic growth.

  • Net profit rises 21% YoY Nov 1

    Net profit increased 20.8% YoY to ₹3,704 million in Q3 CY26 and 20.7% YoY to ₹349 crore in Q2 FY27, demonstrating earnings growth despite margin headwinds.

Neutral 2
  • Cost Auditor resigns after 15 years Oct 8

    Y. S. Thakar & Co. resigned as Cost Auditor effective October 8, 2026, citing preoccupation after serving for over 15 years.

  • Board meeting scheduled Oct 27 Oct 20

    Board meeting set for October 27 was expected to address quarterly results and potentially clarify leadership arrangements and the occupier designation following the CEO's custody.

Quarterly Results

₹ Cr
SCHAEFFLER quarterly results, ₹ crore
Particulars Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 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
3,006
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
2,454
Operating Profit
342
342
328
335
380
375
378
401
431
467
489
468
502
552
OPM %
19%
18%
18%
18%
18%
18%
18%
19%
19%
20%
18%
19%
19%
18%
Other Income
31
31
26
31
26
29
37
35
45
31
46
45
39
36
Interest
1
2
1
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
90
PBT
318
316
296
306
340
333
339
356
398
413
445
426
453
497
Tax %
25%
26%
27%
26%
25%
26%
26%
25%
26%
26%
26%
25%
26%
25%
Net Profit
237
235
217
228
254
247
249
265
296
307
328
320
337
370
EPS (₹)
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
—

Sep 2026: from the results filed on 27 Oct 2026, ahead of the full statement, so some rows are blank.

Profit & Loss

₹ Cr
SCHAEFFLER profit and loss, annual, ₹ crore
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 (₹)
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%
—

Balance Sheet

₹ Cr
SCHAEFFLER balance sheet, annual, ₹ crore
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

Cash Flow

₹ Cr
SCHAEFFLER cash flow, annual, ₹ crore
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/EBITDA
78
96
102
89
63
106
147
67
82
90
82
97

Ratios

SCHAEFFLER financial ratios, annual
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 across FY10–FY27.

Shareholding Pattern

As of Sep 2026

  • Promoters 74.13%
  • DIIs 16.35%
  • FIIs 4.29%
  • Public 4.26%
  • Others 0.97%

No promoter shares pledged as of Sep 2026

Change vs previous quarter

Not shown for some quarters: Others. Not available separately for this quarter: the shareholding filing gives Public and Others as one figure, shown under Public, so Others is left blank rather than estimated.

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.
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 PE ratio of Schaeffler India Ltd?
Schaeffler India Ltd trades at a PE ratio of 42.47 as of 4 Nov 2026, on earnings per share of ₹82.59, 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 ₹3,420 and ₹4,467.7 as of 4 Nov 2026.
Does Schaeffler India Ltd pay dividends?
Schaeffler India Ltd has a dividend yield of 0.99%.
What is the Return on Equity (ROE) of Schaeffler India Ltd?
Schaeffler India Ltd reported a return on equity of 20.80%. 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.

Website schaeffler.co.in
CEO Mr. Harsha Gopal Kadam
Employees 2,922
Listed 29 Nov 2000
Face Value ₹2

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