Announced Fri, 19 Sept, 2025 · 16:42 IST
Schaeffler India shares analyst meet transcript, 4500 crore capex by 2030
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor 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
-1.4%1-day move
₹4160.00
prior close
₹4140.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.2-0.5-0.4-0.2-1.4-1.8-1.3-4.0-0.8+0.6-4.8-6.3-4.4-6.6
Up moveDown movePending
AI summary
Schaeffler India shared September 12 analyst meet transcript. Management outlined 4500 crore capex over 5 years to 2030, about 400 crore this year. Localization rose to 79 percent from 74 percent three years back, boosting margins. Tata Harrier EV e-axle supply confirmed, Vitesco integration complete. Growth areas: railways, wind, hybrids. Two-wheeler EV exposure 5-6 percent. All capex self-funded.
Likely market impact
Positive: 5-year capex plan with margin improvement, Tata EV win, Vitesco integration, no external debt needed.