SCHAEFFLERNSESchaeffler India LimitedMediumNeutral
Announced Fri, 25 Jul · 16:25 IST

Schaeffler India Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

SCHAEFFLER · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Schaeffler India submitted its Q2 CY2025 (Apr–Jun 2025) investor presentation to the exchanges. Standalone revenue grew 10.1% YoY to ₹22,821 mn, while EBITDA rose to ₹4,489 mn with margin expanding 110 bps to 19.7% (vs 18.6% in Q2'24). Profit after tax was ₹2,962 mn, up 16.6% YoY, with PAT margin at 13.0%. Free cash flow swung sharply positive to ₹2,868 mn versus a negative ₹135 mn a year ago. The company inaugurated its fifth manufacturing facility at Shoolagiri, Tamil Nadu, and highlighted e-mobility progress including e-axle supplies for the Tata Harrier.ev. Consolidated Q2 revenue stood at ₹45,270 mn with EBITDA margin of 18.7%. Management emphasized broad-based growth, improved earnings quality, and continued focus on efficiency.

Likely market impact

Positive for shareholders — double-digit revenue growth, expanding margins, and a dramatic turnaround in free cash flow signal strong operational momentum. The new manufacturing facility and e-mobility wins support a constructive growth outlook, though investor focus will likely remain on sustaining margin gains in the coming quarters.