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Schaeffler India Q4 CY25 Revenue Surges 26.9% YoY to INR 2,643 Crores; PAT Hits INR 328 Crores
Schaeffler India delivered a robust Q4 CY25 performance with revenue growing 26.9% YoY to INR 2,643 crores, driven by automotive recovery and GST 2.0 reforms. The company reported a PAT of INR 328 crores and an EBITDA of INR 5,056 million, maintaining a healthy 19.1% margin. Full-year CY2025 revenue reached INR 9,395 crores, bolstered by exceptional export growth in Commercial Vehicles (58%) and 2-wheelers (24%). Management emphasized new business wins in high-tech components like Dual Mass Flywheels and a strong free cash flow of INR 254 crores.
Key Highlights
Q4 CY25 revenue increased 26.9% YoY to INR 2,643 crores, marking its best performance in four quarters.
EBITDA for the quarter stood at INR 5,056 million with a 19.1% margin, compared to 20.2% in the preceding quarter.
Export sales saw massive growth in CY2025, with Commercial Vehicle exports up 58% and 2-wheeler exports up 24%.
The company generated a strong free cash flow of INR 254 crores during the quarter.
New business wins were secured in high-value segments including Dual Mass Flywheels and hydraulic cam phases.
💼 Action for Investors
The strong top-line growth and massive export momentum make Schaeffler a compelling play on the automotive recovery. Investors should maintain a positive outlook given the robust order pipeline and healthy cash flow generation.
Schaeffler India Q4 Net Profit at INR 3,280 Mn; Revenue Jumps 26.9% YoY; INR 35 Dividend Declared
Schaeffler India delivered a robust performance for the quarter ended December 31, 2025, with revenue growing 26.9% YoY to INR 26,431 million. The company's full-year PBT rose by 22.4% to INR 16,120 million, reflecting improved operational efficiency and volume gains despite a minor impact from labor code changes. Net profit for the full year reached INR 11,962 million with a healthy margin of 12.7%. Additionally, the board has recommended a dividend of INR 35 per share, maintaining a strong payout ratio of 46%.
Key Highlights
Q4 revenue from operations increased 26.9% YoY to INR 26,431 million and 12.0% sequentially.
Full-year PBT (before exceptional items) grew 22.4% YoY to INR 16,120 million with margins improving to 17.2%.
Net profit for the twelve-month period stood at INR 11,962 million, up from the previous year's 12.1% margin to 12.7%.
Board declared a dividend of INR 35 per share, representing a 46% payout ratio.
Growth was driven by strong domestic automotive demand and intercompany exports business.
💼 Action for Investors
The strong double-digit growth and margin expansion make Schaeffler a high-quality pick in the industrial and automotive component sector. Investors should hold for long-term value, supported by the company's localization strategy and consistent dividend policy.
Schaeffler India Recommends ₹35 Dividend; FY25 Net Profit Jumps 22% to ₹11,963 Million
Schaeffler India has recommended a final dividend of ₹35 per equity share for the financial year ended December 31, 2025. The company reported a robust annual performance with revenue from operations growing 16.3% to ₹93,953.2 million. Net profit for the full year increased by 22.4% to reach ₹11,962.5 million, up from ₹9,776.7 million in the previous year. The board also noted the resignation of Non-Executive Director Andreas Schick, effective March 31, 2026.
Key Highlights
Recommended a final dividend of ₹35 per equity share of face value ₹2 each.
Annual Revenue from operations increased 16.3% YoY to ₹93,953.2 million.
Full-year Profit After Tax (PAT) grew by 22.4% to ₹11,962.5 million.
Quarterly PAT for the period ended Dec 31, 2025, rose 31.5% YoY to ₹3,279.6 million.
Basic Earnings Per Share (EPS) for FY25 improved to ₹76.5 from ₹62.6 in FY24.
💼 Action for Investors
The strong double-digit growth in both top-line and bottom-line figures, coupled with a healthy dividend payout, makes this a positive update for shareholders. Investors should remain positive on the stock given the improving margins and operational efficiency.
Schaeffler India Expands Aftermarket Portfolio with New Two-Wheeler Range at ACMA Automechanika 2026
Schaeffler India has announced a strategic expansion of its aftermarket business by introducing a dedicated range of two-wheeler spare parts, including fuel injectors and clutch plates. The company is showcasing these solutions at ACMA Automechanika 2026, targeting the full vehicle lifecycle from ICE to EVs. With 5 manufacturing plants and 3 R&D centers in India, this move strengthens its position in the high-growth Indian automotive aftermarket. The initiative also includes the REPXPERT training ecosystem to support workshops in servicing new-age mobility solutions.
Key Highlights
Launched a dedicated range of two-wheeler spare parts including bearings, fuel injectors, and brake pads.
Showcasing EV-ready repair and maintenance solutions to address the transition to electric mobility.
Leveraging a network of 5 manufacturing plants and 3 R&D centers to drive localization and durability.
Introduction of the REPXPERT training ecosystem to enhance workshop productivity and service quality.
💼 Action for Investors
Investors should view this as a positive step towards diversifying revenue streams and capturing the growing two-wheeler aftermarket. Monitor the company's ability to gain market share from unorganized players in this segment.