Manufactures and sells mobility components and related solutions for the automotive and industrial sectors in India. In the quarter ended 31 March 2026, the Mobility components and related solutions segment contributed 79.2% of segment revenue (₹1,985.54 crore, EBIT ₹280.22 crore) and the Others segment 20.8% (₹521.42 crore, EBIT ₹101.28 crore). The product range covers bearings (cylindrical roller and deep groove ball bearings), clutches, FEAD kits, overrunning alternator pulleys (OAPs), engine components and e-axles, sold to OEMs across passenger vehicles, commercial vehicles, two/three-wheelers and tractors, alongside an industrial business serving cement, steel and power transmission. Q2 CY26 standalone revenue was ₹2,681 crore (+17.5% YoY) with EBITDA margin of 19.1%; automotive technologies grew 33% YoY and exports grew 24% YoY on intercompany allocations. The company runs five manufacturing plants in India (including Maneja and Savli) with over 3,800 employees, has localisation at around 80%, and operates a Vehicle Lifetime Solutions aftermarket channel including REPXPERT vans. Key input cost pressures flagged are LPG, freight, FX and steel. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Mobility components and related solutions (79%), Others (21%). Cyclical auto-component manufacturer with a domestic-OEM-heavy mix and growing exports to the German parent group; asset-heavy with five Indian plants.
| ₹ crore · consolidated | FY24 | FY25 | FY26 |
|---|---|---|---|
| Revenue | — | — | — |
| EBITDA (ex other income) | — | — | — |
| margin % | — | — | — |
| Owners' profit | — | — | — |
| EPS, as reported (₹) | — | — | — |
| ROE % · ROCE % | — · — | — · — | — · — |
| Debt / equity (x) | — | — | — |
| Cash from operations | — | — | — |
| Capex | — | — | — |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,116 | 2,136 | 2,174 | 4,527 | 2,435 | 2,724 | 2,586 | 2,761 |
| Profit before tax | 322 | 326 | 342 | 733 | 395 | 434 | 429 | 443 |
| Net profit | 236 | 237 | 252 | 539 | 289 | 322 | 316 | 326 |
| EPS (₹) | 15.10 | 15.20 | 16.10 | 34.50 | 18.50 | 20.60 | 20.20 | 20.80 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| (a) Mobility components and related solutions | 2,064 | 16.8 |
| Others | 2,660 | 21.7 |
| Mobility components and related solutions | 7,547 | 61.5 |
| Total, before eliminations | 12,271 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SAMVRDHNA MTHRSN INTL LTD | 1,73,567 | 39.6 | 3.98 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 8 Sept 2026 · Schaeffler India to unify FAG, INA, LuK brands under Schaeffler name | compliance | low | — | — |
| 27 Aug 2026 · Newspaper publication of Postal Ballot and E-voting notice | compliance | minimal | — | — |
| 26 Aug 2026 · Update on special window for transfer and demat of physical shares | compliance | minimal | — | — |
| 26 Aug 2026 · Postal ballot to appoint two directors including group CFO Hannequin | board shareholder meetings | low | — | — |
| 19 Aug 2026 · Schaeffler India to meet M&G Investments on 24 August 2026 | board shareholder meetings | low | — | — |
| 7 Aug 2026 · Schaeffler India appoints Amit Bhalerao as Chief Operating Officer | compliance | low | — | — |
| 28 Jul 2026 · Q2 CY26 earnings call transcript filed, revenue up 17.5 percent YoY | investor communications | medium | — | — |
| 23 Jul 2026 · Audio recording of analyst meet on July 23, 2026 now available | investor communications | low | — | — |
| 23 Jul 2026 · Schaeffler India Q2 CY26: Revenue up 17.5% YoY, margins dip slightly | investor communications | medium | — | — |
| 22 Jul 2026 · Schaeffler India Q2 FY26 results: Revenue up 17.5% YoY to INR 2,681 crore | compliance | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| 15.4 |
| 9.4 |
| 8.2 |
| 17.1 |
| 9.0 |
| BOSCH LIMITED | 1,42,736 | 60.4 | 9.61 | 35.1 | 18.7 | 24.1 | 15.6 | 17.9 |
| BHARAT FORGE LTD | 92,992 | 131.7 | 9.73 | 33.3 | 11.4 | 13.2 | 21.6 | 8.8 |
| UNO MINDA LIMITED | 69,386 | 57.6 | 9.56 | 31.7 | 17.7 | 15.7 | 25.3 | 10.4 |
| SCHAEFFLER INDIA LIMITED ◆ | 61,739 | 49.3 | 10.04 | — | 10.4 | 14.1 | — | 19.4 |
| TUBE INVEST OF INDIA LTD | 50,454 | 83.1 | 3.55 | 19.5 | 7.9 | 12.4 | 30.3 | 10.6 |
| SONA BLW PRECISION FRGS L | 49,016 | 70.4 | 7.99 | 42.6 | 10.3 | 12.9 | — | 25.1 |
| ENDURANCE TECHNO. LTD. | 37,964 | 39.1 | 5.55 | 18.6 | 13.9 | 15.6 | 17.4 | 13.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 49.3 | 26.7 | 98 of 123 | 21% |
| P/B | 10.0 | 3.5 | 110 of 116 | 5% |
| ROCE | 14.1 | 12.6 | 53 of 125 | 58% |
| ROE | 10.4 | 11.6 | 69 of 119 | 42% |
| Debt / Equity | 0.0 | 0.3 | 3 of 119 | 83% |
| EBITDA margin | 19.4 | 12.2 | 17 of 118 | 86% |
| Revenue growth | (39.0) | 20.2 | 110 of 113 | 3% |
| Profit growth | (39.5) | 24.4 | 100 of 115 | 13% |
| Market cap | 61739 | 1542 | 5 of 125 | 97% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
