Schaeffler India Ltd

The investor presentation for Schaeffler India Limited's Q3CY26 highlights strong revenue growth of 27.4% year-over-year (YoY) to INR 30,058 million, driven by double-digit increases in both domestic and export businesses. Domestic revenue grew 24.0% YoY, while exports rose 46.3%. EBITDA was INR 5,617 million, reflecting a 18.7% margin, though earnings quality was slightly affected by rising input costs and fuel prices. PAT stood at INR 3,704 million, with a 12.3% margin. Working capital increased due to inventory and overdue receivables, while capex remained on track. Free cash flow was INR 408 million, down 81.7% YoY, primarily due to working capital demands. The company reported business wins across automotive technologies, vehicle lifetime solutions, and bearings/industrial solutions, with new contracts in areas like hydraulic lash adjusters, clutch components, and industrial automation. The automotive sector showed robust growth, with passenger vehicles up 25.1% YoY and commercial vehicles up 31.8%. However, the presentation noted challenges including inflationary pressures and currency depreciation.

The document acknowledges both strong revenue growth and challenges like input cost increases and currency depreciation.