Schaeffler India Ltd
Schaeffler India Q2 FY27 earnings call: Revenue & Margins
Q2 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q2 FY27 call signalled
2 of 4 strong
The short version
Automotive sector growing faster than industrial sector, driven by GST 2.0 and rising first-time car buyers. Schaeffler India expects continued growth driven by strong demand in automotive, especially EV and hybrid segments, alongside industrial sectors like railways and wind.
From Schaeffler India Ltd's Q2 FY27 earnings-call transcript · updated 5 Oct 2026.
Revenue & Sales Performance
- Automotive sector growing faster than industrial sector, driven by GST 2.0 and rising first-time car buyers.
- Expect to cross INR 10,000 crores based on year-to-date June performance.
- Industrial growth limited to single digits but has strong pockets like infrastructure, railways (13-14% revenue share with double-digit growth), wind energy (increasing bearing sizes), and renewables.
- Localization progressing in phases, especially for e-axles and industrial bearings; export mainly bearings with 80%+ localization.
- E-mobility (EV and hybrids) growing rapidly; 300% demand jump in e-axle products.
- Railways and wind sectors offer strong growth, despite tender-related lumpiness.
- Export share expected to remain 15-20%, with focus primarily on domestic market capacity.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Schaeffler India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Schaeffler India is investing in expansion for the Wind segment, including constructing Hall 3 at Savli within the existing footprint. (Page 12)
- The Shoolagiri greenfield project is progressing with Phase 1 involving one hall, moving to Phase 2 with a production line imported from Europe and constructing a second hall building. This expansion is focused on passenger vehicle transmission. (Page 8)
- Localization efforts for e-axles are in Phase 2, with buildings and production lines being set up in India to reduce import dependency and improve competitiveness. (Pages 5, 17)
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 Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Schaeffler India maintains a strong focus on securing new business continuously to keep plant capacities loaded.
- They track new product launches 1-3 years ahead, engaging early in customer development cycles.
- Probability success rates for orders are monitored at stages like 25%, 50%, and 75%.
- At 75% probability, they are almost sure of winning the order but acknowledge some projects get delayed or canceled.
- They use a book-to-bill ratio metric to measure order health; maintaining it above 1 indicates ongoing growth.
2 more points management made on order book & pipeline
Schaeffler India Ltd — 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
- Q1 FY27 earnings call analysis →
- Q2 FY26 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 →
Frequently Asked Questions
What were Schaeffler India Ltd Q2 FY27 results?
Automotive sector growing faster than industrial sector, driven by GST 2.0 and rising first-time car buyers. Schaeffler India expects continued growth driven by strong demand in automotive, especially EV and hybrid segments, alongside industrial sectors like railways and wind.
What is Schaeffler India Ltd share price analysis?
Schaeffler India Ltd currently shows a below-average growth signal. The stock trades at a P/E of 47.0 with a market cap of ₹60,733 Cr. Investors should review the full earnings analysis for detailed insights.
Is Schaeffler India Ltd planning capital expenditure?
Schaeffler India is investing in expansion for the Wind segment, including constructing Hall 3 at Savli within the existing footprint.
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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.