Schaeffler India Q1 FY27 Share Price & Earnings Call Analysis

Financials of Schaeffler India

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Schaeffler India

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +1,6941,8291,8481,8551,8492,0722,0732,0822,1102,2822,3602,6432,507
Expenses +1,3791,4871,5061,5271,5141,6921,6971,7051,7091,8511,8932,1542,039
Operating Profit315342342328335380375378401431467489468
OPM %19%19%18%18%18%18%18%18%19%19%20%18%19%
Other Income +33313126312629373545314645
Interest1121111111111
Depreciation52545657606470757977848887
Profit before tax294318316296306340333339356398413445426
Tax %25%25%26%27%26%25%26%26%25%26%26%26%25%
Net Profit +219237235217228254247249265296307328320
EPS in Rs14.0315.1815.0313.9114.5716.2215.8115.9516.9818.9519.6220.9820.45

Financials of Schaeffler India

Profit & Loss

Annual income statement trend

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025TTM
Sales +1,6181,7111,7953,9414,5624,3613,7625,5616,8677,2268,0769,3959,792
Expenses +1,3751,4051,4953,2573,8213,7263,2254,5885,5715,8996,6087,6047,937
Operating Profit2433062996837406355379731,2961,3271,4681,7911,855
OPM %15%18%17%17%16%15%14%17%19%18%18%19%19%
Other Income +405666554863607292120122154167
Interest23211846555444
Depreciation496664138148159194197206219269329336
Profit before tax2322942995896325343978431,1771,2241,3171,6121,682
Tax %34%33%35%34%34%31%27%25%25%26%26%26%
Net Profit +1531971953884203682916298799099781,1961,251
EPS in Rs18.4023.7623.4746.7526.8623.5218.6240.2556.2558.1662.5576.5380.00
Dividend Payout %8%8%10%7%22%30%41%8%43%45%45%46%

Financials of Schaeffler India

Balance Sheet

Capital structure and asset base

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Equity Capital171717173131313131313131
Reserves1,0911,2731,4592,3092,6752,9313,1093,6224,2554,7845,3526,111
Borrowings +00069580656157514239
Other Liabilities +3273663797861,0046839581,1821,3831,4031,4722,076
Total Liabilities1,4341,6551,8543,1803,7673,6454,1634,8965,7276,2696,8988,257
Fixed Assets +3703463867447318951,0061,0701,1231,2801,8052,037
CWIP2052245316216616089249491449334
Investments400000000142142122
Other Assets +1,0391,2581,4432,3832,8752,5842,9973,7374,3554,3564,5025,764
Total Assets1,4341,6551,8543,1803,7673,6454,1634,8965,7276,2696,8988,257

Financials of Schaeffler India

Cash Flows

Operating, investing and financing cash movement

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Cash from Operating Activity +1171821934012385106494657519008841,343
Cash from Investing Activity +-195-222-139-270-184-366-432-342-535-611-71-396
Cash from Financing Activity +-13-17-22-88-52-171-122-127-257-386-419-451
Net Cash Flow-91-5732432-2795-4-41-97394496
Free Cash Flow77124100267-6190412282272381144888
CFO/OP78%96%102%89%63%106%147%67%82%90%82%97%

Financials of Schaeffler India

Ratios

Working capital efficiency and return ratios

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Debtor Days657266596053675655535863
Inventory Days7081929211696112115107107106113
Days Payable7989919110066120102958682107
Cash Conversion Cycle566467607682596866748269
Working Capital Days756963566466515354566360
ROCE %22%25%22%31%26%19%13%25%29%27%26%28%

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