Presentation made at the 62nd AGM by the Managing Director
Awaiting price reaction for this filing.
Schaeffler India submitted the AGM presentation by MD & CEO Harsha Kadam for the 62nd Annual General Meeting held on April 30, 2025. The presentation recapped 2024 performance with 11.8% YoY revenue growth, 18.5% EBITDA margins, 23.8% ROCE, and a 45% payout ratio. The company highlighted its 8 product families spanning 10 customer sectors, 76% localization, 4 plants, 3 R&D centers, and a customer loyalty index of 8.62 (up from 8.41 in 2023). For 2025, management guided for double-digit YoY growth, broad-based business wins across divisions, sustained quality of earnings backed by efficiency and productivity measures, and capex on track for growth and localization. ESG highlights include 100% renewable energy use in plants, 62% sustainable sourcing, and INR 215.6 mn in CSR spend touching over 118,000 lives.
The forward-looking commentary signals continued growth momentum, margin discipline, and shareholder-friendly capital allocation, which should be viewed positively by investors. Strong ROCE and payout ratio reinforce confidence in cash generation and returns.