Schaeffler India Limited (SCHAEFFLER)

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Schaeffler India Limited (SCHAEFFLER) · mywealthgrid

About

Schaeffler India is a large-cap auto-components supplier (market cap ₹63,195 Cr, quarterly revenue ₹2,600 Cr) with strong profitability and stable market positioning. The company generates consistent operating margins of 18.2% and returns on equity of 20.21%, characteristic of a reliable operator in the capital-intensive auto-components segment within Consumer Discretionary.

Face value: ₹2

Market cap

₹60,732 Cr

P/E

48.5×

P/B

10.0×

Dividend yield

0.9%

ROE

20.2%

ROCE

27.3%

Debt / equity

0.01

OPM

18.2%

EPS (TTM)

₹80.2

Book value

₹386.9

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

High valuation (PE 50.42) versus flat 1-year returns (0.99%) and stagnant quarterly revenue (~₹2,400–2,700 Cr) suggests limited growth to justify the multiple
Flat revenue trajectory; verify whether this reflects sector weakness, OEM order softness, or company-specific issues
Margin stability at 18.2% has limited expansion room; verify sustainability through auto-industry downturns or raw-material cost shocks
Auto-components sector exposure to traditional drivetrains; verify readiness for EV transition and concentration in legacy vehicle platforms

Generated analysis · source review pending

Growth drivers

ROE 20.21% indicates capital efficiency; growth requires revenue scale—verify OEM order trends and Indian vehicle production forecasts
Operating margin at 18.2% stable but limited expansion room; volume growth is the lever—verify auto-component demand cycle and OEM capex plans
Minimal debt (D/E 0.01) enables strategic flexibility for investments or acquisitions—verify management's growth strategy and capital allocation priorities

Generated analysis · source review pending

2,261 historical price candles were omitted because the exchange source has not been verified.

₹3,885.6-0.9%1Y

Quick read

rule-based

Pros

+Strong return on equity of 19.5% (3-yr avg)
+High return on capital employed of 26.3%
+Almost debt-free (debt/equity 0)
+Comfortable interest coverage of 300.3×
+Dividend payout of 43.6% of profit
+High promoter holding of 74.1% with no pledge

Cons

−Trading at 10× book value

Research score

Structured signal from quality, growth, valuation and momentum.

48/100

Business quality: 76
Growth: 52

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

Part ofNIFTY MIDCAP 150 NIFTY MIDSMALLCAP 400 NIFTY 500 NIFTY TOTAL MARKET

Screen this industry Compare top 5 side-by-side

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Samvardhana Motherson International LimitedMOTHERSONMOTHERSON	₹1,65,731 Cr	₹1,81,626 Cr	₹1,31,135 Cr	₹12,541 Cr	9.4%	₹4,380 Cr	3.2%	12.6%	10.2%	-26
Bosch LimitedBOSCHLTDBOSCHLTD	₹1,34,166 Cr	₹1,34,166 Cr	₹21,088 Cr	₹2,832 Cr	13.2%	₹2,363 Cr	13.8%	21%	19.4%	13
Bharat Forge LimitedBHARATFORGBHARATFORG	₹89,644 Cr	₹96,518 Cr	₹17,543 Cr	₹2,963 Cr	17.4%	₹706 Cr	6.5%	17.9%	11.5%	136
Uno Minda LimitedUNOMINDAUNOMINDA	₹64,160 Cr	₹66,698 Cr	₹20,725 Cr	₹2,280 Cr	11.5%	₹1,202 Cr	6.5%	19.3%	19.1%	37
Schaeffler India LimitedSCHAEFFLERSCHAEFFLER	₹60,732 Cr	₹60,787 Cr	₹10,505 Cr	₹1,917 Cr	18.2%	₹1,253 Cr	11.9%	27.3%	20.2%	68
Sona Blw Precision Forgings LimitedSONACOMSSONACOMS	₹50,071 Cr	₹50,314 Cr	₹4,935 Cr	₹1,207 Cr	24.7%	₹686 Cr	14.1%	14.6%	11%	121
Tube Investments Of India LimitedTIINDIATIINDIA	₹45,302 Cr	₹45,695 Cr	₹23,754 Cr	₹2,260 Cr	9.9%	₹607 Cr	4.9%	15.4%	9.6%	41
Endurance Technologies LimitedENDURANCEENDURANCE	₹36,602 Cr	₹37,928 Cr	₹15,592 Cr	₹2,058 Cr	13.5%	₹970 Cr	6.5%	18.5%	15.2%	-6
Exide Industries LimitedEXIDEINDEXIDEIND	₹34,803 Cr	₹35,896 Cr	₹18,829 Cr	₹1,954 Cr	10.4%	₹932 Cr	4.8%	8.9%	6.1%	42
Dhoot Transmission LimitedDHOOTTRANSDHOOTTRANS	₹29,518 Cr	₹30,359 Cr	₹4,525 Cr	₹711 Cr	15.7%	₹397 Cr	8.8%	30.8%	23.1%	69
Craftsman Automation LimitedCRAFTSMANCRAFTSMAN	₹26,897 Cr	₹30,238 Cr	₹8,717 Cr	₹1,357 Cr	15.3%	₹465 Cr	4.8%	16.1%	12.5%	74
Sansera Engineering LimitedSANSERASANSERA	₹26,686 Cr	₹27,144 Cr	₹3,753 Cr	₹696 Cr	18.1%	₹351 Cr	9.3%	14.7%	11.1%	98

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Consolidated Standalone

Consolidated figures · ₹ crore

₹ Cr	Mar 2022	Dec 2023	Dec 2024	Dec 2025
	6,867	7,251	8,232	9,686
COGS	4,252	4,503	5,157	5,933
Gross profit	2,615	2,748	3,075	3,753
	1,321	1,427	1,630	1,990
	1,294	1,321	1,445	1,763
OPM %	18.9%	18.2%	17.6%	18.2%
Depreciation	206	223	282	344
Interest	4	4	4	5
	78	120	118	148
Profit before tax	1,177	1,214	1,278	1,562
Tax	298	315	339	412
Tax %	25.3%	25.9%	26.5%	26.4%
	879	899	939	1,150
PAT margin %	12.8%	12.4%	11.4%	11.9%
EPS (₹)	—	57.5	60.1	73.6
EPS adjusted (₹)	56.3	57.5	60.1	73.6
	—	45.2%	46.6%	47.6%
Annual report	Annual report for Mar 2022	Annual report for Dec 2023	Annual report for Dec 2024	Annual report for Dec 2025

₹ Cr	Mar 2022	Dec 2023	Dec 2024	Dec 2025
Equity capital	31	31	31	31
Reserves	4,255	4,774	5,303	6,017
	—	0	0	55
	1,441	1,461	1,548	2,110
Total equity & liabilities	5,727	6,267	6,883	8,213
	1,020	1,346	1,872	2,099
CWIP	249	491	449	334
Investments	—	95	98	96
	4,458	4,335	4,464	5,683
Total assets	5,727	6,267	6,883	8,213

₹ Cr	Mar 2022	Dec 2023	Dec 2024	Dec 2025
	751	884	840	1,290
	-535	-595	-25	-341
	-257	-386	-421	-449
Net cash flow	-41	-97	394	500
Free cash flow	751	364	96	826
CFO / Operating profit %	58%	66.9%	58.1%	73.2%

Compounded sales growth

7 years: —
5 years: —
3 years: -2%
1 year: -29%

Compounded profit growth

7 years: —
5 years: —
3 years: -1%
1 year: -24%

Return on equity

7 years: —
5 years: —
3 years: 19%
Last year: 21%

Segment results

As reported in NSE results XBRL. Segment result is before tax and finance costs. ROCE uses that annual result divided by segment assets less liabilities.

Source XBRL ↗

Latest reported period · 31 Dec 2025 · ₹ crore

Segment	Revenue	Result	Assets	Liabilities	Capital employed	ROCE %
Mobility components and related solutions	7,546.97	995.43	5,291.38	1,515.18	3,776.2	26.36
Others	2,138.88	423.87

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Ratios

Annual operating, return, leverage and working-capital ratios.

Consolidated Standalone

Consolidated figures

Ratio	Mar 2022	Dec 2023	Dec 2024	Dec 2025
Margins
Gross margin %	38.1%	37.9%	37.4%	38.8%
EBITDA margin %	18.9%	18.2%	17.6%	18.2%
EBIT margin %	15.8%	15.1%	14.1%	14.7%
PAT margin %	12.8%	12.4%	11.4%	11.9%
Working capital
Receivable days	55	53	57	62
Inventory days	107	107	104	109
Payable days	14	86	80	104
NWC days	148	73	81	68
Leverage
Current ratio	2.87	2.92	2.86	2.59
Debt to EBITDA	—	0	0	0.03
Debt to equity	—	0	0	0.01
Interest coverage	328.3	286.4	294.1	300.3
Asset turnover	1.2	1.16	1.2	1.18
Return ratios
Return on assets %	15.4%	14.3%	13.6%	14%
Return on capital employed %	26.8%	26.6%	25%	27.3%
Return on equity %	20.5%	18.7%	17.6%	19%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	74.13%	74.13%	74.13%	74.13%	74.13%	74.13%	74.13%	74.13%	74.13%	74.13%	74.13%	74.13%
	4.52%	4.35%	4.38%	5.73%	5.15%	4.71%	4.49%	4.58%	4.46%	4.44%	4.25%	4.36%
	15.47%	15.69%	15.93%	14.74%	15.17%	15.64%	16.06%	16%	16.13%	16.1%	16.32%	16.2%
	0%	0%	0%	0%	0%	0%	0%	0%	0.03%	0.03%	0.03%	0.02%
	5.88%	5.83%	5.56%	5.4%	5.55%	5.52%	5.32%	5.29%	5.25%	5.3%	5.27%	5.29%
No. of shareholders	—	—	—	—	—	—	—	—	69,130	69,046	66,745	68,487

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F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

Only about 210 stocks have listed futures and options. Contracts appear here for those, refreshed after each close.

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

Portfolio month

Schemes holding

109

across 15 fund houses

Held by these funds

11.3%

of the company's equity

All mutual funds

14.94%

shareholding pattern, Jun 2026

Portfolios as of

August 2026

compared with July 2026

109 schemes · 15 fund houses

		Shares
Portfolio of Kotak Mid Cap FundNEW	Kotak Mahindra Mutual Fund	39.35 L	1,579.68	2.22%	2.517%	—
Large Cap Fund	SBI Mutual Fund	13.15 L	527.89	0.96%	0.841%	-0
Midcap Fund	Axis Mutual Fund	13.05 L	523.96	1.48%	0.835%	-1.16 L
Mid Cap Fund	DSP Mutual Fund	10.5 L	421.65	2.01%	0.672%	-0
Portfolio of Kotak Large & Mid Cap FundNEW	Kotak Mahindra Mutual Fund	9.36 L	375.85	1.16%	0.599%	—
Growth Mid Cap FundNEW	Nippon India Mutual Fund	9.01 L	361.73	0.69%	0.576%	—
Midcap Fund	SBI Mutual Fund	9 L	361.33	1.47%	0.576%	-0
Large & Mid Cap Fund	DSP Mutual Fund	5.39 L	216.48	1.18%	0.345%	-0

1–8 of 109

1 / 14

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

Annual reports

Investor Presentation and earnings call

Sept 2026TranscriptAI SummaryPPTREC
Jul 2026Transcript AI Summary PPT REC

Documents link to external sources (exchange filings, company investor pages).

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Events

Upcoming dates and the company’s corporate-action history.

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

5 announcementsExport CSV

30 Sept 2026, 7:05 pmInsider Trading / SAST

Closure of Trading Window

Closure of Trading Window PDF

29 Sept 2026, 2:31 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Analyst / Investor Meet PDF

22 Sept 2026, 7:08 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Analyst / Investor Meet PDF

15 Sept 2026, 11:12 amCompany Update

Announcement under Regulation 30 (LODR)-Press Release / Media Release

Press Release / Media Release PDF

8 Sept 2026, 2:44 pmCompany Update

Announcement under Regulation 30 (LODR)-Press Release / Media Release

Press Release / Media Release PDF

Date	Category	Subject	Filing
30 Sept 2026, 7:05 pm	Insider Trading / SAST Closure of Trading Window	Closure of Trading Window	PDF
29 Sept 2026, 2:31 pm	Company Update Analyst / Investor Meet	Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

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Ratio	Mar 2022	Dec 2023	Dec 2024	Dec 2025
Margins
Gross margin %	38.1%	37.9%	37.4%	38.8%
EBITDA margin %	18.9%	18.2%	17.6%	18.2%
EBIT margin %	15.8%	15.1%	14.1%	14.7%
PAT margin %	12.8%	12.4%	11.4%	11.9%
Working capital
Receivable days	55	53	57	62
Inventory days	107	107	104	109
Payable days	14	86	80	104
NWC days	148	73	81	68
Leverage
Current ratio	2.87	2.92	2.86	2.59
Debt to EBITDA	—	0	0	0.03
Debt to equity	—	0	0	0.01
Interest coverage	328.3	286.4	294.1	300.3
Asset turnover	1.2	1.16	1.2	1.18
Return ratios
Return on assets %	15.4%	14.3%	13.6%	14%
Return on capital employed %	26.8%	26.6%	25%	27.3%
Return on equity %	20.5%	18.7%	17.6%	19%

36 deals · 19 Sept 2022 – 12 Nov 2025

Date	Client	Type	Venue	Side	Quantity	Price	Value
12 Nov 2025	BNP PARIBAS FINANCIAL MARKETS	Block	BSE	Buy	24,722	₹4,105.65	₹10.15 Cr
12 Nov 2025	COPTHALL MAURITIUS INVESTMENT LIMITED	Block	BSE	Sell	24,722	₹4,105.65	₹10.15 Cr
12 Jun 2025	SOCIETE GENERALE	Block	NSE	Buy	79,559	₹4,188.40	₹33.32 Cr
12 Jun 2025	MARSHALL WACE INVESTMENT STRATEGIES - EUREKA FUND	Block	NSE	Sell	79,559	₹4,188.40	₹33.32 Cr
11 Jun 2025	SOCIETE GENERALE	Block	NSE	Buy	80,807	₹4,199.40	₹33.93 Cr
11 Jun 2025	MARSHALL WACE INVESTMENT STRATEGIES - EUREKA FUND	Block	NSE	Sell	80,807	₹4,199.40	₹33.93 Cr
16 Aug 2024	MARSHALL WACE INVESTMENT STRATEGIES - EUREKA FUND	Block	BSE	Sell	2,33,007	₹3,955.60	₹92.17 Cr
16 Aug 2024	BOFA SECURITIES EUROPE SA	Block	BSE	Buy	2,33,007	₹3,955.60	₹92.17 Cr
25 Jan 2024	BNP PARIBAS ARBITRAGE	Block	BSE	Sell	72,242	₹3,131.35	₹22.62 Cr
25 Jan 2024	SOCIETE GENERALE	Block	BSE	Buy	72,242	₹3,131.35	₹22.62 Cr

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Bulk deals are a client trading over 0.5% of the equity in a session, aggregated across their trades; block deals are single negotiated trades in the exchange’s block window. Each is reported by the exchange it was crossed on, so NSE and BSE rows are separate trades rather than the same trade twice.

Schaeffler India Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

Segment results

Ratios

Ratio timeline

Shareholding

Quarterly record

F&O

Not in the F&O segment

Fund holders

Documents

Announcements

Annual reports

Investor Presentation and earnings call

Events

Announcements

Ratio timeline

Not in the F&O segment

Quarterly record

Upcoming and recent1

Dividends21

Board meetings1

Bulk & block deals

Board and management

Announcements

Annual reports

Investor Presentation and earnings call

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

Segment results

Mobility components and related solution · revenue

1

21

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