Schaeffler India Limited has released the transcript of its Analyst/Investor Meet held on February 25, 2026. The call featured insights from Managing Director and CEO, Mr. Harsha Kadam, and Director of Finance and CFO, Ms. Hardevi Vazirani. During the call, the management highlighted several awards received by the company, including recognition from Voith for best performance with zero quality complaints, from Eicher Motors for supply chain transformation in the aftermarket space, and from Mahindra & Mahindra for on-time deliveries. The company also received awards for its CSR initiatives, specifically for its Women Skill Development project and water conservation project 'Jal Samruddhi'. Discussions also covered the Indian economic landscape, noting GDP growth driven by domestic demand resilience and structural reforms. Inflation was reported to be significantly lower in 2025, averaging 2.2% with Q4 recording 0.8%. The automotive sector showed strong growth, particularly in two-wheelers, passenger vehicles, and commercial vehicles, boosted by GST 2.0 reforms. Exports also saw double-digit growth. Financial performance for Q4 CY25 showed revenue at ₹2,643 crore, a 26.9% increase year-on-year and a 12% increase quarter-on-quarter. EBITDA stood at ₹505.6 crore with an EBITDA margin of 19.1%, and profit after tax was ₹328 crore. The company also highlighted strong free cash flow generation of ₹254 crore. For the full year FY25, revenue reached ₹9,395 crore, a 16.3% growth over the previous year. The company emphasized sustained business development activities and new business wins across automotive technology, vehicle lifetime solutions, and bearings/industrial solutions. Key performance indicators for the full year showed revenue growth of 16.3%, EBITDA at 19.6%, and profit after tax at 12.7%. The company's subsidiary, KRSV Innovative Auto Solutions Private Limited (Koovers), also contributed to the consolidated revenue. The Board of Directors recommended a dividend of ₹35 per share. Schaeffler India also achieved a significant milestone by being ranked first in India and seventh globally in the S&P Dow Jones Sustainability Index evaluation. Looking ahead, the company anticipates continued double-digit growth momentum, with plans to step up capital expenditure in 2026 to an average of previous years' levels, exceeding ₹500 crore, to support future product demands and localization efforts. The company also noted potential benefits from the India-EU trade agreement regarding raw material imports.
