Schaeffler India Ltd
Schaeffler India Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #44 of 66 in Auto Components
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The short version
The company expects overall growth momentum to remain double-digit, supported by strong demand in automotive and vehicle lifetime solutions sectors. No formal guidance on revenue or margin for CY'27 and CY'28 is issued by the company.
From Schaeffler India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects overall growth momentum to remain double-digit, supported by strong demand in automotive and vehicle lifetime solutions sectors.
- Export growth is anticipated at about 10%-12% for the full year, driven by increased orders from Europe, China, and Southeast Asia.
- Industrial segment growth is currently moderated due to recalibration and market liquidity crunch but expected to stabilize post-seasonal adjustments.
- Automotive technology segment shows robust growth (30.8% YoY in Q1) with optimism for continued outperformance based on strong product portfolio across ICE, hybrid, and e-mobility platforms.
2 more points from Schaeffler India Ltd's call on revenue
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Profitability & Margins
See what Schaeffler India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex for the fiscal year 2026 is expected to be in the range of INR 400 crores to INR 500 crores, returning to previous investment levels after some rationalization last year.
- The company continues to focus on localization with about 80% localization currently achieved.
- Investment decisions are aligned with market demand and product portfolio readiness, with agility to switch tracks as needed.
- Strategic investments are aimed at expanding capacities in competitive and profitable areas.
- Emphasis on sustaining double-digit growth with capital efficiency and working capital management.
2 more points from Schaeffler India Ltd's call on capex
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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 current year's order book for exports shows around 10% to 12% growth.
- Exports growth is driven by increased orders from Europe, China, Southeast Asia, and other economies.
- Orders depend heavily on intercompany partners who book and resell the orders, not direct exports to end customers.
- Export growth is not from a focused export strategy but from utilizing idle capacities to meet global demand.
- Localization levels have improved, especially in bearing products, supporting increased exports.
2 more points from Schaeffler India Ltd's call on order book
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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.
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What Schaeffler India's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 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
- Shigan Quantum (Q4 FY26)
H2 FY26 standalone revenue: ₹1,225.75 million, up 16% YoY over H2 FY25. Key investor presentation takeaways from Shigan Quantum's Q4 FY26 investor presentation
- Remsons Industries Ltd (Q4 FY26)
Consolidated Revenue from Operations for 4QFY26: Rs 1,304 million, up 23% YoY (Page 19). Key investor presentation takeaways from Remsons Industries Ltd's Q4 FY
- Autoline Industries Ltd (Q4 FY26)
Q4FY26 Revenue from Operations (Standalone): ₹289.00 Cr, up 48.51% YoY from ₹194.60 Cr in Q4FY25 (Page 21, 20). Key investor presentation takeaways from Autolin
- Rane (Madras) Ltd (Q4 FY26)
Q4 FY26 consolidated revenue: Rs 1,051.7 Cr, up 16.2% YoY (Page 15) . Key investor presentation takeaways from Rane (Madras) Ltd's Q4 FY26 investor presentation
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Schaeffler India Ltd Q4 FY26 results?
The company expects overall growth momentum to remain double-digit, supported by strong demand in automotive and vehicle lifetime solutions sectors. No formal guidance on revenue or margin for CY'27 and CY'28 is issued by the company.
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 for the fiscal year 2026 is expected to be in the range of INR 400 crores to INR 500 crores, returning to previous investment levels after some rationalization last year.
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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.