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:
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Consolidated Revenue: ₹2,434.65 crore, up 15.04% YoY.
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Consolidated Profit After Tax (PAT): ₹289.26 crore, up 22.36% YoY.
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Profit Before Tax (PBT): ₹484.33 crore, up 22.16% YoY.
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Standalone Revenue: ₹2,360.14 crore, up 13.86% YoY.
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Standalone PAT: ₹306.65 crore, up 24.08% YoY.
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Earnings Per Share (EPS): Standalone ₹19.6 vs ₹15.8 YoY; Consolidated ₹18.5 vs ₹15.1 YoY.
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Key segments contributing to growth: Automotive Technologies, Vehicle Lifetime Solutions, Bearings & Industrial Solutions.
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Operational highlights: Integration of e-Propulsion technology; fifth manufacturing facility inaugurated.
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Margins improved due to operational efficiencies and localization.
Management Commentary & Strategic Insights:
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Sustained double-digit revenue growth alongside margin improvement reflects strong execution and strategic localization.
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Focus on volume expansion, operational efficiencies, and sustained investment in R&D.
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No explicit forward guidance provided; management focuses on maintaining growth momentum and efficiency.
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New statutory auditor appointed for FY27 onward (subject to approval).
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Stability in balance sheet; no significant changes reported.
Q1 FY26 Earnings Results:
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Revenue: ₹2,282 crore, up 10.1% YoY.
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PAT: ₹296 crore, up 17% YoY.
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EBITDA: ₹429 crore, up ~14% YoY.
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EBITDA Margin: Improved to 18.25% from 17.8%.
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PBT (before exceptional items): ₹356 crore, up 16.4% YoY.
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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.