Investor Presentation - April 30, 2025
Awaiting price reaction for this filing.
Schaeffler India posted Q1 2025 revenue of Rs 21,100 million, up 14.1% year-on-year and 1.3% sequentially, driven by broad-based growth across Automotive Technologies (+13.7% YoY), Vehicle Lifetime Solutions (+11.5% YoY) and Bearings & Industrial Solutions (+12.2% YoY), along with a strong 23.2% jump in intercompany exports. EBITDA grew 20.2% YoY to Rs 4,071 million with margin expanding to 19.3% from 18.3% in Q1 2024, helped by local volume growth and cost efficiency. Profit after tax rose to Rs 2,654 million (12.6% margin), while free cash flow turned sharply positive at Rs 2,371 million versus a negative Rs 256 million a year ago, supported by better working capital and lower capex of Rs 825 million. The company highlighted fresh business wins in commercial vehicle clutches, one-way clutch systems, passenger vehicle components, railways, industrial automation, and two-wheeler bearings, and noted ongoing focus on localization and prudent financial management.
Strong Q1 numbers with double-digit revenue growth, expanding margins, and a sharp swing in free cash flow should be viewed positively by shareholders, reinforcing confidence in Schaeffler India's earnings quality and growth momentum heading into the rest of 2025.