Presentation made by the Managing Director & CEO at the 63rd AGM of the Company

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

SCHAEFFLER · price

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AI summary

Schaeffler India held its 63rd AGM on April 30, 2026, where MD & CEO Harsha Kadam presented the company's annual performance. The company reported FY25 revenue of Rs 93,953 million, a strong 34% year-on-year increase, with EBITDA margins improving to 19.6%. Revenue has grown consistently from Rs 55,605 million in CY21 to Rs 93,953 million in CY25. The company maintained broad-based growth across all divisions, with Automotive Technologies up 24.6%, Bearings & Industrial Solutions up 6.4%, and strong performance in e-mobility with strategic e-axle localization wins. The company also highlighted its new 5th manufacturing facility at Shoolagiri and 100% renewable energy usage. Dividend per share doubled from Rs 16 in CY21 to Rs 35 in CY25.

Likely market impact

Strong FY25 results demonstrate consistent execution with margin improvement and doubled dividends, which should be positive for shareholder returns. The e-mobility wins and new facility investments position the company for continued growth in electrified powertrains.