Schaeffler India Ltd

- The current order book shows around a 10% to 12% increase for the year. - Export growth is driven by intercompany partners utilizing idle capacities. - There is no dedicated export strategy; exports depend on order book strength. - Strong orders from Europe, China, Southeast Asia, and other regions are noted. - Order wins in automotive, transmission, heavy-duty clutches, hydraulic cam phasers, and bearing portfolios have been secured. - The company is actively managing supply chain challenges and calibrating portfolios to focus on profitable sectors. - Continuous efforts are in place to acquire more business and expand market share within competitive dynamics.

- There is no mention of any current or planned fundraising through debt or equity in the call transcript. - The company focuses on managing existing capex within the range of INR 400 crores to INR 500 crores for the year 2026. - Emphasis is on capital efficiency and monitoring market demand before making additional investments. - Management reaffirmed commitment to delivering promised financial numbers but did not discuss any plans for new fundraising. - The focus remains on internal cash flows and working capital management, with positive free cash flow reported for Q1 CY26.

- Capex for the year 2026 is expected to be in the range of INR 400 crores to INR 500 crores, picking up from a slight rationalization last year. - The company continues to monitor market demand and product portfolio readiness to invest in the right portfolios aligned with market needs. - Focus remains on localization, currently at 80%, to be closer to customers and improve cost competitiveness. - Capex will be aligned with strategic priorities, ensuring investments are directed toward profitable and competitive product segments. - The company emphasizes capital efficiency and working capital management to sustain healthy financials. - Ongoing strategic calibration and portfolio correction are part of investment decisions to maintain profitable growth. - No formal revenue or margin guidance issued, but commitment to deliver on promised numbers remains strong.

- The company expects continued double-digit overall growth momentum in revenue, supported by strong demand in automotive and export segments. - Automotive Technologies grew 30.8% YoY, with robust outlook due to multiple technology platforms (ICE, hybrid, e-mobility). - Vehicle Lifetime Solutions showed double-digit growth of 18.1% YoY. - Industrial Bearings and Solutions have positive market outlook but slower growth due to recalibration and liquidity issues. - Exports projected to grow 10%-12% for calendar year 2026, driven by global demand and capacity utilization. - No formal guidance issued, but management remains committed to delivering promised top-line and bottom-line growth. - Growth strategy includes focusing on competitive segments, portfolio recalibration, and leveraging localization (approx. 80%). - Market segments such as power transmission and railways remain stable or growing. - Overall, growth is expected with agility given supply chain and market challenges.

- Schaeffler India does not provide formal earnings or margin guidance for CY'27 and CY'28. - Management remains committed to delivering promised top-line and bottom-line numbers. - Strategic recalibration in some industrial bearing segments aims at profitable long-term growth. - Automotive sector expected to maintain strong demand and robust growth. - Export growth anticipated at about 10-12% driven by utilization of localized capacities. - Focus on capital efficiency, working capital management, and targeted capex aligned with market demand. - Management monitoring cost pressures due to inflation and supply chain, exploring compensation from customers. - Positive free cash flow generation expected to continue, supported by operational efficiencies. - Overall outlook is cautiously optimistic with preparedness to manage external headwinds and sustain growth momentum.