Schaeffler India Q1CY26 Investor Presentation: Revenue up 18.8% YoY at ₹2,507 Cr

Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF

SCHAEFFLER · price

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Price reaction · full curve 14 horizons · vs prior close

-4.5%1-day move

₹4350.00

prior close

₹4125.70

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AI summary

Schaeffler India shared its Q1CY26 investor presentation. Revenue rose 18.8% YoY to ₹2,507 cr but fell 5.1% QoQ. EBITDA margin held at 19.3% as supply chain and inflation headwinds were offset by localization and volume gains. PAT grew to ₹319.7 cr (margin 12.8%). FCF dropped 42% YoY to ₹137 cr due to higher working capital. Capex was moderate at ₹79 cr. Auto Tech and VLS led YoY growth; QoQ softness seen across segments.

Likely market impact

Mixed quarter — strong YoY growth and stable margins, but QoQ decline and FCF drop on working capital build may pressure near-term sentiment.