Schaeffler India
SCHAEFFLER NSE
Schaeffler India
Consumer DiscretionaryNSE: SCHAEFFLER BSE: 505790 Auto Components
Key Fundamentals
MidcapAuto ComponentsAutomobilesMarket Cap
₹61,202 Cr
Volatility
Moderate
P/E Ratio
47.83
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 9.87 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
anthropic claude-opus-4.6 2d agoAI opinion · based on fundamentals
Risk medium
Schaeffler India Ltd, with a market cap of ₹61,202 Cr, trades at a PE of 49.1x and PB of 10.02x. The company is virtually debt-free, has delivered a 20% compounded profit CAGR over 10 years, and maintains a consistent ROE of around 20-21%. However, the stock has returned -1% over the past year despite strong TTM sales growth of 19%.
Bull Case 8
- Near debt-free balance sheet reduces financial risk and provides flexibility for future capital allocation and expansion
- Consistent ROE averaging 20% over 5 years and 21% in the last year indicates efficient capital deployment and strong profitability
- Compounded profit growth of 33% CAGR over 5 years demonstrates significant earnings expansion
- TTM sales growth of 19% and TTM profit growth of 22% show continued operational momentum in the most recent period
- Healthy dividend payout ratio of 45.1% reflects shareholder-friendly capital return policy alongside a 0.89% dividend yield
- 10-year compounded sales CAGR of 19% and profit CAGR of 20% indicate a long track record of sustained double-digit growth
- 5-year stock CAGR of 22% and 10-year stock CAGR of 17% reflect long-term wealth creation for shareholders
- Company has been actively reducing debt, further strengthening an already robust balance sheet
Bear Case 8
- PE ratio of 49.1x is elevated relative to broader market averages, leaving limited margin of safety if growth slows
- Stock is trading at 10.02x book value, which is expensive and prices in significant future growth expectations
- 1-year stock return of -1% indicates the market has not rewarded recent earnings growth, suggesting potential valuation fatigue
- 3-year stock CAGR of only 5% compared to 3-year profit CAGR of 11% suggests PE compression has already begun
- 3-year compounded sales growth of 11% is notably lower than the 10-year average of 19%, signaling potential deceleration in topline momentum
- Dividend yield of 0.89% is modest in absolute terms, offering limited income cushion during periods of price decline
- As a subsidiary of the global Schaeffler Group, strategic decisions including capital allocation and product mix may be influenced by parent company priorities rather than domestic minority shareholder interests
- Consumer discretionary sector exposure makes the company vulnerable to economic slowdowns, with high valuations amplifying downside risk during cyclical downturns
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 2h ago Positives 1
- Aftermarket brands unified Sep 8
Schaeffler India will merge FAG, INA, and LuK under one brand starting Q2 2027, simplifying customer access to its vehicle lifetime solutions portfolio.
Neutral 2
- Two new board directors proposed Aug 26
Schaeffler India issued a postal ballot to appoint Christophe Hannequin and Chetan Kumar Maini to its board, with e-voting open from August 27 to September 25, 2026.
- M&G Investments analyst meeting Aug 19
Schaeffler India scheduled a one-on-one meeting with M&G Investments on August 24, 2026 in Pune to discuss overall business situation without sharing UPSI.
TL;DR: Schaeffler India is streamlining its aftermarket presence by unifying three legacy brands into one from Q2 2027, which should improve brand recall and distribution efficiency. Board refreshment with two new director appointments signals ongoing governance activity. No material headwinds surfaced in recent news. The near-term outlook is stable with the brand consolidation providing a modest positive catalyst heading into 2027.
Quarterly Results
| Particulars | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 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 |
Profit & Loss
| Particulars | 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 | 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% | — |
Balance Sheet
| Particulars | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | Jun 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
| Particulars | 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
| Particulars | 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% |
Insights
BetaAI-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.
Documents
1
Announcement under Regulation 30 (LODR)-Earnings Call Transcript
6 May - Transcript of the Analyst call held on April 30, 2026 6 May - Transcript of the Analyst call held on April 30, 2026
2
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.
3
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.
4
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.
5
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.
4
Update On Social Media For Special Window For Transfer And Dematerialization Of Physical Securities 26 Aug 2026
General_Announcements
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 Consumer Discretionary sector, in the Auto Components industry.
What is the market capitalisation of Schaeffler India Ltd?
Schaeffler India Ltd has a market capitalisation of ₹61,202 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 47.83, 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 0.89%.
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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