Q2 CY26 earnings call transcript filed, revenue up 17.5 percent YoY
SCHAEFFLER · price
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Schaeffler India filed the transcript of its Q2 CY26 earnings call held on July 23, 2026. Q2 revenue rose 17.5 percent year on year to INR 2,681 crores, with EBITDA at INR 513 crores (19.1 percent margin) and profit after tax at INR 337 crores. Growth was led by automotive technologies up 33 percent and exports up 24 percent. Management flagged pressure from input costs, freight and FX, and said working capital rose due to a planned inventory build-up. Management expects positive price correction traction in the second half.
Strong revenue growth at 19.1 percent EBITDA margin, but input costs and inventory build-up hit cash flow. Second half price pass-through expected to support margins.