Schaeffler India Ltd
Schaeffler India Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Export order book for 2026 is in line with 2025; demand momentum from 35% growth in 2025 is expected to moderate to 5-10% in 2026, due to economic growth projections in Europe and Asia Pacific. 2026 order book is expected in line with 2025, with export growth moderating to 5%-10% from previous 35% momentum (Page 15).
From Schaeffler India Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Export order book for 2026 is in line with 2025; demand momentum from 35% growth in 2025 is expected to moderate to 5-10% in 2026, due to economic growth projections in Europe and Asia Pacific.
- Capacity utilization across plants is over 85%, with capex expected to scale up in 2026 to over INR 500 crores to support growth.
- E-axle project has exceeded 2025 projections and is expected to ramp up further with ongoing localization, contributing significantly to automotive technology growth.
- Automotive Technology segment grew ~42% YoY, driven by key business wins and e-mobility ramp-up, with expectations of sustained heightened growth.
- Wind and railway sectors showed timing-related softness in Q4 but overall annual growth remains strong; tenders and project timing impact short-term growth.
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
- Capex in 2025 was INR 375 to 400 crores; expected to scale up in 2026 to over INR 500 crores, resuming the average level of previous years.
- Continued investments in capacities aligned to market demand and new technologies.
- Localization phase 2 underway for e-Axle production lines to improve competitiveness.
- Infrastructure set up completed for KRSV (Koovers) with growth to moderate in 2026; focus shifting towards channel and product mix optimization.
- Capacity utilization currently over 85%, with ongoing productivity improvements allowing better capital utilization.
- Deliberate capex moderation in 2025 to emphasize utilization and capital efficiency; scaling up planned from 2026 onwards.
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
- The order book for 2026 is reported to be in line with that of 2025.
- Demand in 2025 saw a recovery with a strong momentum of approximately 35%.
- However, for 2026, the growth momentum is expected to moderate, based on economic projections for Europe and Asia Pacific.
- Expected export growth for 2026 is projected to be between 5% to 10%.
- The company has a very large order book for the e-Axle project, and the ramp-up for this is progressing well with new business wins anticipated.
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
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Frequently Asked Questions
What were Schaeffler India Ltd Q3 FY26 results?
Export order book for 2026 is in line with 2025; demand momentum from 35% growth in 2025 is expected to moderate to 5-10% in 2026, due to economic growth projections in Europe and Asia Pacific. 2026 order book is expected in line with 2025, with export growth moderating to 5%-10% from previous 35% momentum (Page 15).
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?
Capex in 2025 was INR 375 to 400 crores; expected to scale up in 2026 to over INR 500 crores, resuming the average level of previous years.
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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.