Schaeffler India
Schaeffler India Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
2 of 4 strong
The short version
Strong growth expected in core metal industrial sectors like steel, aluminium, and cement driven by infrastructure growth. EBITDA breakeven for KRSV (Koovers) expected by 2029.
From Schaeffler India's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Strong growth expected in core metal industrial sectors like steel, aluminium, and cement driven by infrastructure growth.
- Industrial sector overall targeting double-digit growth; focus on improving distribution and aftermarket segments.
- Power transmission sector showing about 8% growth with positive outlook.
- Automotive sector currently sluggish due to commoditization and market challenges; efforts underway to improve via cost competitiveness and localization.
- Exports have outperformed guidance with 24% growth, driven by intercompany allocations, localization, and favorable FX, with a target to cap exports at 20% of revenue.
- Vehicle Lifetime Solutions and Bearings & Industrial Solutions show steady to moderate growth with new business wins.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Schaeffler India said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex for CY26 is pegged at INR 400-500 crores, with INR 175 crores spent in H1 and INR 250-300 crores expected in H2.
- Orders have been placed for machinery for capacity expansion, including the Shoolagiri plant.
- Close to INR 120 crores of capex is allocated for automotive, INR 170 crores for automotive technologies, and the remaining in Bearings & Industrial Solutions (B&IS).
- Annual maintenance or sustaining capex is about 10% of total capex, considered very small.
- Investments focus on expanding manufacturing capacities to sustain double-digit growth.
- Capacity constraints at Hosur plant being addressed to meet both OEM and Vehicle Lifetime Solutions demands.
2 more points management made on capital expenditure plans
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Schaeffler India said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company reports a solid order book for the year, supporting their growth momentum.
- Large order wins occurred particularly in the industrial segment, contributing to business growth.
- Automotive Technologies, Vehicle Lifetime Solutions, Bearings and Industrial Solutions, and exports have all secured new business opportunities.
- New business wins in automotive include double clutch for tractors and compact overrunning alternator pulley.
- Vehicle Lifetime Solutions expanded coverage with initiatives like REPXPERT vans.
- Bearings and Industrial Solutions saw significant new order wins in products like cylindrical roller bearings, DGBBs, spherical rollers, and tri-plain bearings.
2 more points management made on order book & pipeline
Schaeffler India — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.5K Cr, net profit ₹320 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Schaeffler India Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Schaeffler India Q1 FY27 results?
Strong growth expected in core metal industrial sectors like steel, aluminium, and cement driven by infrastructure growth. EBITDA breakeven for KRSV (Koovers) expected by 2029.
What is Schaeffler India share price analysis?
Schaeffler India currently shows a below-average growth signal. The stock trades at a P/E of 48.6 with a market cap of ₹62,801 Cr. Investors should review the full earnings analysis for detailed insights.
Is Schaeffler India planning capital expenditure?
Capex for CY26 is pegged at INR 400-500 crores, with INR 175 crores spent in H1 and INR 250-300 crores expected in H2.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.