Schaeffler India Ltd (SCHAEFFLER) Q1FY27 Concall Summary - Jun-2026 Qtr
Performance Overview
- The company delivered a strong performance in Q2 CY26, achieving a revenue of INR 2,681 crores, marking a 17.5% year-on-year growth and a 7% sequential growth, despite challenges from geopolitical volatility and rising input costs.
- The Automotive Technologies segment was a standout performer, recording a 33.3% year-on-year growth, significantly outpacing the passenger vehicle market which saw an 8% production decline in the same quarter.
- The company successfully maintained its earnings quality, with an EBITDA of INR 513 crores and a profit after tax of INR 337 crores, holding the PAT margin steady at 12.6% despite adverse impacts from foreign exchange, freight, and input cost increases.
- Exports registered a robust growth of 24% year-on-year, driven by inter-company allocations and leveraging newly built-up capacities in India to serve global demand from Europe, Asia Pacific, and China.
- The company received multiple prestigious customer awards, including a zero PPM (parts per million) quality award from Toyota Kirloskar, underscoring its commitment to quality and customer satisfaction.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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