Schaeffler India Ltd
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.[1]
- Market Cap ₹ 60,589 Cr.
- Current Price ₹ 3,878
- High / Low ₹ 4,468 / 3,060
- Stock P/E 52.6
- Book Value ₹ 387
- Dividend Yield 0.90 %
- ROCE 27.3 %
- ROE 20.2 %
- Face Value ₹ 2.00
Pros
- Company is almost debt free.
- Company has been maintaining a healthy dividend payout of 46.5%
Cons
- Stock is trading at 10.0 times its book value
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|---|
| 6,867 | 7,251 | 8,232 | 9,686 | |
| 5,571 | 5,929 | 6,787 | 7,920 | |
| Operating Profit | 1,296 | 1,322 | 1,446 | 1,766 |
| OPM % | 19% | 18% | 18% | 18% |
| 92 | 120 | 118 | 145 | |
| Interest | 5 | 5 | 5 | 5 |
| Depreciation | 206 | 223 | 282 | 344 |
| Profit before tax | 1,177 | 1,214 | 1,278 | 1,562 |
| Tax % | 25% | 26% | 27% | 26% |
| 879 | 899 | 939 | 1,150 | |
| EPS in Rs | 56.25 | 57.52 | 60.07 | 73.60 |
| Dividend Payout % | 43% | 45% | 47% | 48% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | 12% |
| TTM: | 18% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | 10% |
| TTM: | 23% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 17% |
| 5 Years: | 30% |
| 3 Years: | 9% |
| 1 Year: | 27% |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | 20% |
| Last Year: | 20% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|---|
| Equity Capital | 31 | 31 | 31 | 31 |
| Reserves | 4,255 | 4,774 | 5,303 | 6,017 |
| 57 | 51 | 56 | 55 | |
| 1,383 | 1,410 | 1,493 | 2,110 | |
| Total Liabilities | 5,727 | 6,267 | 6,883 | 8,213 |
| 1,123 | 1,441 | 1,970 | 2,195 | |
| CWIP | 249 | 491 | 449 | 334 |
| Investments | 0 | 0 | 0 | 0 |
| 4,355 | 4,335 | 4,464 | 5,683 | |
| Total Assets | 5,727 | 6,267 | 6,883 | 8,213 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|---|
| 751 | 884 | 840 | 1,290 | |
| -535 | -595 | -25 | -341 | |
| -257 | -386 | -421 | -449 | |
| Net Cash Flow | -41 | -96 | 394 | 500 |
| Free Cash Flow | 272 | 365 | 97 | 827 |
| CFO/OP | 82% | 89% | 80% | 96% |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|---|
| Debtor Days | 55 | 53 | 57 | 62 |
| Inventory Days | 107 | 107 | 104 | 109 |
| Days Payable | 95 | 86 | 80 | 104 |
| Cash Conversion Cycle | 66 | 74 | 82 | 68 |
| Working Capital Days | 54 | 56 | 63 | 57 |
| ROCE % | 27% | 25% | 27% |
Insights
In beta| Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Manufacturing Plants Number ・Standalone data |
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| Research & Development Spend INR Million ・Standalone data |
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| Capex to Sales Ratio % ・Standalone data |
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| Koovers Digital Aftermarket Presence (Cities) Number |
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| R&D Expenditure (Percentage of Turnover) % ・Standalone data |
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Documents
Announcements
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Announcement under Regulation 30 (LODR)-Newspaper Publication
9 Apr - Newspaper Advertisement - Post dispatch of Annual Report
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Communication To The Shareholders - Regulation 36(1)(B) Of The SEBI (LODR) Regulations, 2015
7 Apr - 63rd AGM scheduled for April 30, 2026 at 3:30 PM via VC/OAVM; annual report link shared.
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Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018
6 Apr - Regulation 74(5) compliance certificate received for quarter ended March 31, 2026.
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Notice Of The 63Rd Annual General Meeting
4 Apr - Integrated Annual Report 2025 and notice of 63rd AGM filed on 4 April 2026.
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Reg. 34 (1) Annual Report.
4 Apr - Integrated Annual Report 2025 and notice of 63rd AGM filed for year ended December 31, 2025.
Annual reports
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Financial Year 2025
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Financial Year 2024
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Financial Year 2023
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Financial Year 2022
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Financial Year 2021
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Financial Year 2020
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
from nse
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Financial Year 2013
from bse
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Financial Year 2012
from bse
Concalls
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Mar 2026Transcript PPT REC
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Nov 2025Transcript PPT
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Jul 2025Transcript PPT
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May 2025Transcript PPT REC
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Mar 2025Transcript PPT REC
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Oct 2024Transcript PPT
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Jul 2024Transcript PPT
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May 2024Transcript PPT
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Mar 2024TranscriptPPT
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Feb 2024Transcript PPT
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Nov 2023Transcript PPT
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Sep 2023Transcript PPT
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Jul 2023TranscriptAI SummaryPPT
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Apr 2023Transcript PPT REC
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Apr 2023TranscriptAI SummaryPPT
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Feb 2023TranscriptAI SummaryPPT
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Oct 2022TranscriptAI SummaryPPT
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Jul 2022TranscriptAI SummaryPPT
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Apr 2022TranscriptAI SummaryPPT
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Feb 2022Transcript PPT
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Oct 2021Transcript PPT
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Aug 2021TranscriptAI SummaryPPT
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Jul 2021Transcript PPT
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Apr 2021Transcript PPT
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Feb 2021Transcript PPT
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Oct 2020Transcript PPT
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Jul 2020Transcript PPT
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May 2020Transcript PPT
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Feb 2020Transcript PPT
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Oct 2019Transcript PPT
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Jul 2019Transcript PPT
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May 2019Transcript PPT
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Feb 2019Transcript PPT
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Oct 2018TranscriptAI SummaryPPT
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Jul 2018Transcript PPT
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Apr 2018TranscriptAI SummaryPPT
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Feb 2018Transcript PPT
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Nov 2017TranscriptAI SummaryPPT
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Aug 2017Transcript PPT
Business Segments