Schaeffler India Ltd
Schaeffler India Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #44 of 66 in Auto Components
See the sector's top 10 — free with your mobile number.
The short version
Schaeffler India Limited aims for continued double-digit growth in revenue and sales. Management expects continued focus on emerging and existing sectors, including electric vehicles and localization of production, supporting growth.
From Schaeffler India Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Schaeffler India Limited aims for continued double-digit growth in revenue and sales.
- Domestic business remains a critical growth focus, constituting about 85% of total business.
- Automotive Technologies segment grew 18.7% in nine months; Bearings and Industrial Solutions grew 4.1%.
- Export business grew 27.5% year-to-date but caution on sustaining double-digit export growth due to global conditions.
- Growth drivers include increased localization, new product launches (e.g., large-sized SRB), and capacity expansions.
- Anticipated demand uplift due to GST reforms expected to strengthen automotive segment sales.
- Industrial sectors like wind, railways, 2-wheelers, off-road, and industrial automation show positive growth with some timing differences in projects.
2 more points from Schaeffler India Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Schaeffler India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is focusing on investments both in existing and emerging sectors, particularly to localize production instead of importing, mainly supporting the bearings portfolio.
- Investments are being made in emerging sectors like electric vehicles, with business wins already secured and capacity investments underway in a phased manner.
- Capex in 2025 has been around 4% of sales, with a focus on leveraging existing assets and improving capital efficiency rather than large new investments this year.
- Capex is expected to pick up and be higher than the current year starting from 2027, with moderate increases anticipated from 2026.
2 more points from Schaeffler India Ltd's call on capex
Create a free account to keep reading this call
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 Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The e-axle segment has a lifetime order book valued at EUR 300 million.
- The revenue from the e-axle order book is not evenly spread but aligned with customers' ramp-up plans (Harsha Kadam, page 12).
- Industrial sectors such as railways and wind energy experience timing differences due to tender-based and project-based orders, causing seesaw effects in order execution (Harsha Kadam, page 10).
2 more points from Schaeffler India Ltd's call on order book
Create a free account to keep reading this call
Schaeffler India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹3.0K Cr, net profit ₹370 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Schaeffler India's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q3 FY24 earnings call →
Others in Auto Components this season
- Tenneco Clean Air India Ltd (Q2 FY26)
Growth in Clean Air and Powertrain Solutions segment was 3% YoY in the recent quarter, slightly underperforming industry growth; however, this is seen as a…
- Divgi Torqtransfer Systems Ltd (Q2 FY26)
Current orders under execution are valued at approximately INR 90 crore, derived from contractual prices and RFQ volumes from Tier 1 customers. Key concall…
- Autoline Industries Ltd (Q2 FY26)
Revenue for Q2 FY26: INR 172.79 crore, up 10.78% year-on-year. Key investor presentation takeaways from Autoline Industr's Q2 FY26 investor presentation — and h
- Carraro India Ltd (Q2 FY26)
. Key concall takeaways from Carraro India Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Schaeffler India Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Schaeffler India Ltd Q2 FY26 results?
Schaeffler India Limited aims for continued double-digit growth in revenue and sales. Management expects continued focus on emerging and existing sectors, including electric vehicles and localization of production, supporting growth.
What is Schaeffler India Ltd share price analysis?
Schaeffler India Ltd currently shows a neutral. The stock trades at a P/E of 49.5 with a market cap of ₹63,920 Cr. Investors should review the full earnings analysis for detailed insights.
Is Schaeffler India Ltd planning capital expenditure?
The company is focusing on investments both in existing and emerging sectors, particularly to localize production instead of importing, mainly supporting the bearings portfolio.
Keep Schaeffler India Ltd on your radar — track it to get its next earnings analysis in your feed.
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.