Key takeaway: Schaeffler India Limited's earnings call on September 28, 2026, discussed its export strategy, localization efforts, and growth in automotive and industrial sectors. Management emphasized that exports are not an explicit strategy but a byproduct of localization, with 80% of production localized, driven by domestic demand and government policies. Exports, primarily bearings, are directed to Europe, Southeast Asia, China, and the Americas, with 15% of exports going to China. The company noted that geopolitical risks are mitigated by diversifying export destinations. In the automotive sector, growth is driven by GST 2.0 and increased demand for clutch systems, with strong localization reducing reliance on imports. E-mobility, particularly e-axles, is a growth area, though it currently operates at a loss. The company is expanding production lines for e-axles and is in Phase 2 of localization. Industrial growth is seen in wind energy and railways, with investments in larger bearings for 6-megawatt turbines. The Vitesco merger is ongoing, with no set timeline for integration. Management highlighted challenges in the EV market, including fragmented adoption and infrastructure gaps, but remains diversified across ICE, hybrid, and EV technologies. The company is also exploring humanoid robotics, leveraging existing motion technology expertise, though no immediate production plans in India are mentioned. The call concluded with management expressing confidence in growth through localization and strategic diversification.

Key takeaway: Schaeffler India Limited held its Q2 CY26 Earnings Conference Call on July 23, 2026, where management reported a strong performance despite challenges in the automotive sector. The company achieved revenue of INR 2,681 crores, a 17.5% increase year-on-year, and an EBITDA of INR 513 crores, reflecting a 19% improvement. Management highlighted several customer recognitions, including awards for quality and community development. The economic backdrop showed a GDP growth estimate of 6.5% to 7% for Q2, with inflation concerns emerging. The automotive segment grew by 33% year-on-year, driven by market share gains despite a drop in passenger vehicle production. Management noted a focus on new business wins and maintaining inventory levels strategically. The call concluded with discussions on working capital management and ongoing geopolitical challenges affecting the business environment.

Key takeaway: Schaeffler India Limited's investor presentation for Q2 2026 highlighted several key aspects of the company's performance and the broader economic context. The presentation reported a revenue of 26,814 million INR, reflecting a 17.5% year-over-year growth and a 7.0% increase from the previous quarter. Management noted that the automotive sector experienced double-digit growth, particularly in Automotive Technologies and Vehicle Lifetime Solutions. However, earnings quality was reported to have marginally declined due to increased costs associated with geopolitical developments. The company also indicated that working capital levels would be managed effectively, and the capital expenditure framework remained on track. Additionally, Schaeffler India received multiple awards for excellence, including recognition for zero PPM from Denso India and Toyota Kirloskar Auto Parts. Overall, the presentation emphasized sustained growth and commitment to stakeholder value.

Key takeaway: Schaeffler India Limited held its Q1 CY26 earnings conference call on April 30, 2026, where management highlighted several key achievements and challenges. The company received six awards from various customers, including recognition from John Deere and Indian Railways, reflecting strong customer engagement. Management reported a revenue of INR 2,507 crores, an 18.8% increase year-on-year, but a 5.1% decline from the previous quarter. EBITDA stood at INR 483 crores with a margin of 19.3%. The automotive sector showed robust growth, particularly in two-wheelers and passenger vehicles. However, management noted a liquidity crunch affecting demand in some industrial sectors. They emphasized ongoing efforts in localization, achieving 80% localization levels, and maintaining a focus on capital efficiency. The call concluded with management expressing confidence in navigating supply chain challenges and sustaining growth despite market headwinds.

Key takeaway: Schaeffler India Limited's investor presentation reported a revenue of 25,070 million INR for Q1 2026, reflecting an 18.8% year-over-year growth but a 5.1% decline compared to Q4 2025. The presentation highlighted sustained double-digit growth in Automotive Technologies, Vehicle Lifetime Solutions, and Exports. EBITDA for the quarter was 4,830 million INR, with a margin of 19.3%. Profit After Tax (PAT) was reported at 3,197 million INR, marking a 12.8% margin. Management noted that earnings quality was maintained due to localization benefits and capital efficiency, despite facing margin headwinds from supply chain disruptions and inflation. The presentation also mentioned moderate capital expenditures and sustained working capital levels. Awards received included the Partner Level Excellence Award from John Deere and the Strategic Partner Award from TVS Mobility.

Key takeaway: Schaeffler India Limited held its Q4 CY25 earnings conference call on February 25, 2026, where management highlighted several achievements, including awards for quality and CSR initiatives. The company reported a revenue of INR 2,643 crores for Q4 2025, marking a 26.9% increase year-over-year and a 12% increase from the previous quarter. EBITDA for the quarter was INR 5,056 million, with a margin of 19.1%. Management noted strong performance in the automotive sector, driven by new business wins and a focus on localization, achieving a localization rate of 78%. The company also discussed its commitment to sustainability, achieving a high score in the S&P Dow Jones Sustainability Index. Management announced a dividend of INR 35 per share and expressed confidence in sustaining double-digit growth moving forward, while also addressing competitive pressures and market dynamics.

Key takeaway: Schaeffler India Limited's investor presentation reported on its performance for Q4 and the full year 2025. The company achieved a revenue of 26,431 million INR in Q4 2025, reflecting a year-on-year growth of 26.9%. EBITDA for the quarter was 5,056 million INR, with a margin of 19.1%. The presentation highlighted double-digit growth across all divisions, improved operating margins due to localization and volume gains, and a focus on capital efficiency. Free cash flow generation was reported at 2,540 million INR. The company also announced a proposed dividend of INR 35 per equity share for the year ended December 31, 2025. Additionally, Schaeffler India received several awards for supplier excellence and sustainability initiatives. The document emphasized the company's commitment to long-term stakeholder value and operational efficiency.