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 ₹ 65,094 Cr.
- Current Price ₹ 4,165
- High / Low ₹ 4,468 / 2,823
- Stock P/E 54.4
- Book Value ₹ 352
- Dividend Yield 0.66 %
- ROCE 29.8 %
- ROE 22.2 %
- Face Value ₹ 2.00
Pros
- Company is almost debt free.
- Company has been maintaining a healthy dividend payout of 45.1%
Cons
- Stock is trading at 11.8 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
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,618 | 1,711 | 1,795 | 3,941 | 4,562 | 4,361 | 3,762 | 5,561 | 6,867 | 7,226 | 8,076 | 9,395 | |
| 1,375 | 1,405 | 1,495 | 3,257 | 3,821 | 3,726 | 3,225 | 4,588 | 5,571 | 5,899 | 6,608 | 7,607 | |
| Operating Profit | 243 | 306 | 299 | 683 | 740 | 635 | 537 | 973 | 1,296 | 1,327 | 1,468 | 1,788 |
| OPM % | 15% | 18% | 17% | 17% | 16% | 15% | 14% | 17% | 19% | 18% | 18% | 19% |
| 40 | 56 | 66 | 55 | 48 | 63 | 60 | 72 | 92 | 120 | 122 | 157 | |
| Interest | 2 | 3 | 2 | 11 | 8 | 4 | 6 | 5 | 5 | 5 | 4 | 4 |
| Depreciation | 49 | 66 | 64 | 138 | 148 | 159 | 194 | 197 | 206 | 219 | 269 | 329 |
| Profit before tax | 232 | 294 | 299 | 589 | 632 | 534 | 397 | 843 | 1,177 | 1,224 | 1,317 | 1,612 |
| Tax % | 34% | 33% | 35% | 34% | 34% | 31% | 27% | 25% | 25% | 26% | 26% | 26% |
| 153 | 197 | 195 | 388 | 420 | 368 | 291 | 629 | 879 | 909 | 978 | 1,196 | |
| EPS in Rs | 18.40 | 23.76 | 23.47 | 46.75 | 26.86 | 23.52 | 18.62 | 40.25 | 56.25 | 58.16 | 62.55 | 76.53 |
| Dividend Payout % | 8% | 8% | 10% | 7% | 22% | 30% | 41% | 8% | 43% | 45% | 45% | 46% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | 19% |
| 5 Years: | 20% |
| 3 Years: | 11% |
| TTM: | 16% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 20% |
| 5 Years: | 33% |
| 3 Years: | 11% |
| TTM: | 22% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 18% |
| 5 Years: | 32% |
| 3 Years: | 13% |
| 1 Year: | 27% |
| Return on Equity | |
|---|---|
| 10 Years: | 18% |
| 5 Years: | 20% |
| 3 Years: | 21% |
| Last Year: | 22% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Jun 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 17 | 17 | 17 | 17 | 31 | 31 | 31 | 31 | 31 | 31 | 31 | 31 |
| Reserves | 1,091 | 1,273 | 1,459 | 2,309 | 2,675 | 2,931 | 3,109 | 3,622 | 4,255 | 4,784 | 5,352 | 5,475 |
| 0 | 0 | 0 | 69 | 58 | 0 | 65 | 61 | 57 | 51 | 42 | 39 | |
| 327 | 366 | 379 | 786 | 1,004 | 683 | 958 | 1,182 | 1,383 | 1,403 | 1,472 | 1,791 | |
| Total Liabilities | 1,434 | 1,655 | 1,854 | 3,180 | 3,767 | 3,645 | 4,163 | 4,896 | 5,727 | 6,269 | 6,898 | 7,337 |
| 370 | 346 | 386 | 744 | 731 | 895 | 1,006 | 1,070 | 1,123 | 1,280 | 1,805 | 1,717 | |
| CWIP | 20 | 52 | 24 | 53 | 162 | 166 | 160 | 89 | 249 | 491 | 449 | 600 |
| Investments | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 142 | 142 | 132 |
| 1,039 | 1,258 | 1,443 | 2,383 | 2,875 | 2,584 | 2,997 | 3,737 | 4,355 | 4,356 | 4,502 | 4,888 | |
| Total Assets | 1,434 | 1,655 | 1,854 | 3,180 | 3,767 | 3,645 | 4,163 | 4,896 | 5,727 | 6,269 | 6,898 | 7,337 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 117 | 182 | 193 | 401 | 238 | 510 | 649 | 465 | 751 | 900 | 884 | 1,343 | |
| -195 | -222 | -139 | -270 | -184 | -366 | -432 | -342 | -535 | -611 | -71 | -396 | |
| -13 | -17 | -22 | -88 | -52 | -171 | -122 | -127 | -257 | -386 | -419 | -451 | |
| Net Cash Flow | -91 | -57 | 32 | 43 | 2 | -27 | 95 | -4 | -41 | -97 | 394 | 496 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 65 | 72 | 66 | 59 | 60 | 53 | 67 | 56 | 55 | 53 | 58 | |
| Inventory Days | 70 | 81 | 92 | 92 | 116 | 96 | 112 | 115 | 107 | 107 | 106 | |
| Days Payable | 79 | 89 | 91 | 91 | 100 | 66 | 120 | 102 | 95 | 86 | 82 | |
| Cash Conversion Cycle | 56 | 64 | 67 | 60 | 76 | 82 | 59 | 68 | 66 | 74 | 82 | |
| Working Capital Days | 75 | 69 | 63 | 56 | 64 | 66 | 51 | 53 | 54 | 56 | 63 | |
| ROCE % | 22% | 25% | 22% | 31% | 26% | 19% | 13% | 25% | 29% | 27% | 26% |
Insights
In beta| Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | |
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Documents
Announcements
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Record Date For The Purpose Of 63Rd Annual General Meeting ('AGM') And Identifying The List Of Members Eligible For The Payment Of Dividend
5 Mar - Record date April 23, 2026 for 63rd AGM; dividend for FY2025 payable within 30 days if approved.
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Announcement under Regulation 30 (LODR)-Earnings Call Transcript
3 Mar - Transcript of the Analyst call held on Wednesday, February 25, 2026
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Details Of Special Window For Transfer And Demat Of Physical Securities Posted On Social Media.
2 Mar - Posted opening of SEBI-mandated special window for transfer/dematerialization per Jan 30, 2026 circular.
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
25 Feb - Audio recording of Analyst/Investor meet (25 Feb 2026) available on company's website.
- Announcement under Regulation 30 (LODR)-Investor Presentation 25 Feb
Annual reports
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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
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Financial Year 2011
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