Schaeffler Q2 FY26 Earnings Results

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.

 

Q2 FY26 Earnings Results:

• Consolidated Revenue: ₹2,434.65 crore, up 15.04% YoY.

• Consolidated Profit After Tax (PAT): ₹289.26 crore, up 22.36% YoY.

• Profit Before Tax (PBT): ₹484.33 crore, up 22.16% YoY.

• Standalone Revenue: ₹2,360.14 crore, up 13.86% YoY.

• Standalone PAT: ₹306.65 crore, up 24.08% YoY.

• Earnings Per Share (EPS): Standalone ₹19.6 vs ₹15.8 YoY; Consolidated ₹18.5 vs ₹15.1 YoY.

• Key segments contributing to growth: Automotive Technologies, Vehicle Lifetime Solutions, Bearings & Industrial Solutions.

• Operational highlights: Integration of e-Propulsion technology; fifth manufacturing facility inaugurated.

• Margins improved due to operational efficiencies and localization.

 

Management Commentary & Strategic Insights:

• Sustained double-digit revenue growth alongside margin improvement reflects strong execution and strategic localization.

• Focus on volume expansion, operational efficiencies, and sustained investment in R&D.

• No explicit forward guidance provided; management focuses on maintaining growth momentum and efficiency.

• New statutory auditor appointed for FY27 onward (subject to approval).

• Stability in balance sheet; no significant changes reported.

 

 

Q1 FY26 Earnings Results:

• Revenue: ₹2,282 crore, up 10.1% YoY.

• PAT: ₹296 crore, up 17% YoY.

• EBITDA: ₹429 crore, up ~14% YoY.

• EBITDA Margin: Improved to 18.25% from 17.8%.

• PBT (before exceptional items): ₹356 crore, up 16.4% YoY.

• Focus on enhancing value creation through cost control and market expansion.

 

To view the company’s previous earnings and latest concall transcripts, click here  to visit the Alphastreet India news channel.