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 ₹ 60,789 Cr.
- Current Price ₹ 3,885
- High / Low ₹ 4,468 / 2,823
- Stock P/E 52.8
- 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 | 7,923 | |
| Operating Profit | 1,296 | 1,322 | 1,446 | 1,763 |
| OPM % | 19% | 18% | 18% | 18% |
| 92 | 120 | 118 | 148 | |
| 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: | 29% |
| 3 Years: | 11% |
| 1 Year: | 14% |
| 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 |
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 |
|
|||||||||
| Distribution & Channel Partners Number ・Standalone data |
||||||||||
| Retail Outlets / Touchpoints Number ・Standalone data |
||||||||||
| Research & Development Spend INR Million ・Standalone data |
||||||||||
| Localization Level % ・Standalone data |
||||||||||
| Capex to Sales Ratio % ・Standalone data |
||||||||||
| Koovers Digital Aftermarket Presence (Cities) Number |
||||||||||
| R&D Expenditure (Percentage of Turnover) % ・Standalone data |
||||||||||
Documents
Announcements
-
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.
-
Announcement under Regulation 30 (LODR)-Earnings Call Transcript
3 Mar - Transcript of the Analyst call held on Wednesday, February 25, 2026
-
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.
-
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
-
Financial Year 2024
from bse
-
Financial Year 2023
from bse
-
Financial Year 2022
from bse
-
Financial Year 2021
from bse
-
Financial Year 2020
from bse
-
Financial Year 2019
from bse
-
Financial Year 2018
from bse
-
Financial Year 2017
from bse
-
Financial Year 2016
from bse
-
Financial Year 2015
from bse
-
Financial Year 2014
from bse
-
Financial Year 2013
from nse
-
Financial Year 2013
from bse
-
Financial Year 2012
from bse
-
Financial Year 2011
from bse
Concalls
-
Mar 2026Transcript PPT REC
-
Nov 2025Transcript PPT
-
Jul 2025Transcript PPT
-
May 2025Transcript PPT REC
-
Mar 2025Transcript PPT REC
-
Oct 2024Transcript PPT
-
Jul 2024Transcript PPT
-
May 2024Transcript PPT
-
Mar 2024TranscriptPPT
-
Feb 2024Transcript PPT
-
Nov 2023Transcript PPT
-
Sep 2023Transcript PPT
-
Jul 2023TranscriptAI SummaryPPT
-
Apr 2023Transcript PPT REC
-
Apr 2023TranscriptAI SummaryPPT
-
Feb 2023TranscriptAI SummaryPPT
-
Oct 2022TranscriptAI SummaryPPT
-
Jul 2022TranscriptAI SummaryPPT
-
Apr 2022TranscriptAI SummaryPPT
-
Feb 2022Transcript PPT
-
Oct 2021Transcript PPT
-
Aug 2021TranscriptAI SummaryPPT
-
Jul 2021Transcript PPT
-
Apr 2021Transcript PPT
-
Feb 2021Transcript PPT
-
Oct 2020Transcript PPT
-
Jul 2020Transcript PPT
-
May 2020Transcript PPT
-
Feb 2020Transcript PPT
-
Oct 2019Transcript PPT
-
Jul 2019Transcript PPT
-
May 2019Transcript PPT
-
Feb 2019Transcript PPT
-
Oct 2018TranscriptAI SummaryPPT
-
Jul 2018Transcript PPT
-
Apr 2018TranscriptAI SummaryPPT
-
Feb 2018Transcript PPT
-
Nov 2017TranscriptAI SummaryPPT
-
Aug 2017Transcript PPT
Business Segments