Schaeffler India Limited has informed the Exchange about Investor Presentation
SCHAEFFLER · price
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Schaeffler India shared its Q4 2025 and full-year 2025 results via an investor presentation. Q4 revenue grew 26.9% YoY to ₹26,431 mn, with EBITDA at ₹5,056 mn (19.1% margin) and PAT at ₹3,280 mn (up 12.4% YoY). For 12M 2025, revenue rose 16.3% YoY to ₹93,953 mn, with EBITDA margin expanding from 18.5% to 19.6% and PAT up to ₹11,962 mn. Free cash flow jumped sharply to ₹10,010 mn for the year (vs ₹2,239 mn in 2024). All three divisions (Auto Tech, VLS, BIS) posted double-digit growth, supported by new business wins in clutches, bearings, and cam phasers. The board has recommended a dividend of ₹35 per share, up from ₹28, with a 46% payout ratio.
Strong double-digit growth across divisions, expanding margins, and a multi-fold jump in free cash flow signal solid operational momentum. The higher dividend and consistent capital allocation are positives for shareholders, though Q4 EBITDA margin dipped sequentially from 20.2% to 19.1% partly due to labor code costs.