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Schaeffler India Q2 FY27 Share Price & Earnings Call Analysis

₹3,538.20-2.68% today
Market cap
₹55,303 Cr
P/E
42.83
ROE
20.80%
PEG
3.78
Price to sales
5.44
Debt to equity
0.01
52W high / low
₹4,357 / ₹3,473
Sales growth (5Y)
20.09%
EBITDA margin
18.90%
Net profit margin
12.76%
Promoter holding
74.13%
Sales (last year)
₹10,192 Cr

Schaeffler India Ltd is engaged in the development, manufacturing and distribution of high-precision roller and ball bearings, engine systems and transmission components, chassis applications, clutch systems and related machine building manufacturing activities.[1]

Guidance scorecard · Q2 FY27 call

What Schaeffler India's management guided
and where it ranks in Auto Components

#44of 66 in
Auto Components
Revenue10–20%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookRising

RevenueQ2 FY27 call

10–20%
  • 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 from Schaeffler India's call on revenue

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Full Q2 FY27 analysis

MarginsQ2 FY27 call

Flat

See what Schaeffler India said on margins — free account, 30 seconds.

Full Q2 FY27 analysis

CapexQ2 FY27 call

Planned
  • Schaeffler India is investing in expansion for the Wind segment, including constructing Hall 3 at Savli within the existing footprint.
  • 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.
  • 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.

2 more points from Schaeffler India's call on capex

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Full Q2 FY27 analysis

FundraisingQ2 FY27 call

See what Schaeffler India said on fundraising — free account, 30 seconds.

Full Q2 FY27 analysis

Order bookQ2 FY27 call

Rising
  • 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 from Schaeffler India's call on the order book

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Full Q2 FY27 analysis
Full Auto Components ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Auto Components
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Schaeffler India rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Auto Components companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹3,020 Cr47.8
240%+Flat₹1,998 Cr63.5
340%+Flat₹428 Cr17.5
420–40%Up 2%+₹25,721 Cr73.8
520–40%Up 2%+₹13,417 Cr40.5
620–40%Up 0–2%₹23,344 Cr37.6

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Financials of Schaeffler India

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

Shareholder Pattern

Schaeffler India

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +74.13%74.13%74.13%74.13%74.13%74.13%74.13%74.13%74.13%74.13%74.13%74.13%
FIIs +4.36%4.38%5.73%5.14%4.72%4.49%4.57%4.46%4.45%4.25%4.36%4.29%
DIIs +15.68%15.93%14.74%15.17%15.60%16.03%15.97%16.13%16.11%16.32%16.21%16.35%
Government +0.00%0.00%0.00%0.00%0.03%0.03%0.03%0.03%0.03%0.03%0.02%0.00%
Public +5.83%5.56%5.39%5.55%5.51%5.32%5.31%5.24%5.30%5.28%5.29%5.23%
No. of Shareholders70,69569,10972,94374,95476,97074,54471,70569,13069,04666,74568,48769,368

Financials of Schaeffler India

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +1,8481,8551,8492,0722,0732,0822,1102,2822,3602,6432,5072,6813,006
Expenses +1,5061,5271,5141,6921,6971,7051,7091,8511,8932,1542,0392,1802,454
Operating Profit342328335380375378401431467489468502552
OPM %18%18%18%18%18%18%19%19%20%18%19%19%18%
Other Income +31263126293735453146453936
Interest2111111111111
Depreciation56576064707579778488878790
Profit before tax316296306340333339356398413445426453497
Tax %26%27%26%25%26%26%25%26%26%26%25%26%25%
Net Profit +235217228254247249265296307328320337370
EPS in Rs15.0313.9114.5716.2215.8115.9516.9818.9519.6220.9820.4521.5423.70

Financials of Schaeffler India

Profit & Loss

Annual income statement trend

Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025TTM
Sales +1,6181,7111,7953,9414,5624,3613,7625,5616,8677,2268,0769,39510,837
Expenses +1,3751,4051,4953,2573,8213,7263,2254,5885,5715,8996,6087,6048,827
Operating Profit2433062996837406355379731,2961,3271,4681,7912,011
OPM %15%18%17%17%16%15%14%17%19%18%18%19%19%
Other Income +405666554863607292120122154167
Interest23211846555444
Depreciation496664138148159194197206219269329352
Profit before tax2322942995896325343978431,1771,2241,3171,6121,821
Tax %34%33%35%34%34%31%27%25%25%26%26%26%
Net Profit +1531971953884203682916298799099781,1961,355
EPS in Rs18.4023.7623.4746.7526.8623.5218.6240.2556.2558.1662.5576.5386.67
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 2025Jun 2026
Equity Capital17171717313131313131313131
Reserves1,0911,2731,4592,3092,6752,9313,1093,6224,2554,7845,3526,1116,225
Borrowings +0006958065615751423934
Other Liabilities +3273663797861,0046839581,1821,3831,4031,4722,0762,276
Total Liabilities1,4341,6551,8543,1803,7673,6454,1634,8965,7276,2696,8988,2578,567
Fixed Assets +3703463867447318951,0061,0701,1231,2801,8052,0371,944
CWIP2052245316216616089249491449334445
Investments40000000014214212291
Other Assets +1,0391,2581,4432,3832,8752,5842,9973,7374,3554,3564,5025,7646,087
Total Assets1,4341,6551,8543,1803,7673,6454,1634,8965,7276,2696,8988,2578,567

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/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit78%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%

Guidance history

How Schaeffler India's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q2 FY27 call →10–20%FlatPlanned—Rising
Q1 FY27 call →10–20%FlatPlanned—Rising
Q4 FY26 call →10–20%FlatPlanned—Rising
Q3 FY26 call →10–20%FlatPlanned—Rising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

19out of 100

Momentum score · price trend

19 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−10.4%49%
Last 6 months−14.2%29%
Last 3 months−12.4%34%

The price is 26.7% below its all-time high of ₹4,825.6 (14 Jun 2024). Stocks more than 20% below their peak have their score halved, so 38 became 19.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Schaeffler India: 0.4 × 49 + 0.4 × 29 + 0.2 × 34 = 38, halved to 19 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

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What Schaeffler India's management said in earlier quarters

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