Announced Mon, 5 Oct, 2026 · 18:25 IST
Investor meet transcript: revenue to cross INR 10,000 crores, e-axle margins watched
Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing
SCHAEFFLER · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Price reaction · full curve 14 horizons · vs prior close
-1.3%1-day move
₹3843.20
prior close
₹3874.20
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.4-1.3-1.3-1.3-1.3-2.8————————
Up moveDown movePending
AI summary
Management discussed exports (15-20% of revenue), 80% overall localization, and expects to cross INR 10,000 crores based on YTD June. Auto grew 29-30% on GST 2.0, e-axle up 300% from small base. Railways at 13-14% revenue with double-digit growth. New 1.6m wind bearing for 6MW turbines produced. Vitesco merger has no legal integration timeline. Only 70% commodity cost pass-through, 30% absorbed via efficiency. E-axle 100% import, margin below ICE until localization.
Likely market impact
Book-to-bill above 1 supports growth, but e-axle imports and weak commodity recovery point to near-term margin pressure.