Schaeffler India announced its unaudited standalone and consolidated financial results for the quarter ended March 31, 2026. The Board of Directors approved the results at their meeting held on April 29, 2026. The company also released a comprehensive investor presentation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Financial Performance

Revenue from operations for the quarter stood at ₹25,070 million, representing an 18.8% increase compared to ₹21,100 million in the corresponding quarter of 2025. However, revenue was 5.1% lower than the preceding quarter ended December 31, 2025, which recorded ₹26,430.6 million.

The company demonstrated strong profitability metrics during the quarter. Profit before tax (PBT) before exceptional items reached ₹4,257.1 million, marking a 19.7% increase over ₹3,557.1 million in the corresponding quarter of 2025. The PBT margin stood at 17.0%, compared to 16.9% during the corresponding quarter of 2025 and 16.9% during the preceding quarter. Net profit for the quarter was ₹3,197.1 million, with a net profit margin of 12.8%. Basic and diluted earnings per share (EPS) for the quarter were ₹20.5.

Business Highlights and Awards

The company received multiple recognitions during the quarter, demonstrating its strong market position. Schaeffler India received the Partner Level Excellence Award from John Deere for the fifth consecutive time, along with the Strategic Partner Award from TVS Mobility. The company also won the Innovation in Underframe Components & Engineering award at the 7th Rail Analysis Innovation & Excellence Summit 2026.

Segment Performance

The company reported segment information under two segments: Mobility components and related solutions, and Others. Within Mobility components, Automotive Technologies generated ₹9,078.4 million, Vehicle Lifetime Solutions recorded ₹3,009.7 million, and Bearings & Industrial Solutions contributed ₹5,081.1 million. Intercompany Exports & Others stood at ₹2,686.2 million. The Others segment reported Bearings & Industrial Solutions at ₹3,767.4 million and Intercompany Exports & Others at ₹1,446.8 million.

The investor presentation highlighted significant business wins across all segments. Automotive Technologies secured new business wins in double clutches for tractors and continued momentum in heavy duty clutch applications. Vehicle Lifetime Solutions expanded its market coverage with business wins for FEAD timing kits, bearings, and lubricants. Bearings and Industrial Solutions achieved new business wins for Housing, SRBs, and Split SRBs, along with nominations for needle bearings in steering applications.

Consolidated Results

On a consolidated basis, revenue from operations stood at ₹25,856.4 million for the quarter ended March 31, 2026, compared to ₹21,744.1 million in the corresponding quarter of 2025. Profit before tax was ₹4,290.0 million, while net profit stood at ₹3,160.7 million. Basic and diluted EPS on a consolidated basis were ₹20.2. The consolidated results include the financial performance of Schaeffler India Limited and its subsidiary, KRSV Innovative Auto Solutions Private Limited.

Company Overview

Schaeffler India brings a 75-year global legacy of innovation in motion technology to the Indian market. The company operates five manufacturing plants located in Talegaon, Savli, Maneja, Hosur, and Shoolagiri, along with three R&D centers and five sales offices. With a dedicated workforce of over 3,800 employees and presence in India for over 60 years, Schaeffler India serves as a leading motion technology company in the country.

Schaeffler India delivered strong financial performance in the fourth quarter, demonstrating robust growth across key financial metrics. The automotive and industrial bearing manufacturer reported significant improvements in both profitability and revenue generation during the quarter.

Financial Performance Highlights

The company's financial results showcase substantial year-on-year growth, with both profit and revenue metrics registering impressive gains.

| Financial Metric: | Q4 Current Year | Q4 Previous Year | Growth Rate || | ---: | :--- | :--- | :--- | | Consolidated Net Profit: | ₹3.16 billion | ₹2.52 billion | +25.40% | | Revenue: | ₹25.86 billion | ₹22.00 billion | +17.55% |

Profit Growth Analysis

Schaeffler India's consolidated net profit reached ₹3.16 billion in the fourth quarter, compared to ₹2.52 billion in the corresponding quarter of the previous year. This represents a substantial 25.40% year-on-year increase, indicating the company's ability to maintain strong operational efficiency and cost management while expanding its business operations.

Revenue Performance

The company's revenue growth was equally impressive, with quarterly revenue climbing to ₹25.86 billion from ₹22.00 billion year-on-year, marking a 17.55% increase. This substantial improvement in top-line performance reflects strong demand for the company's products and successful market penetration strategies.

Business Momentum

The financial results demonstrate Schaeffler India's strong market position and operational capabilities. The simultaneous growth in both revenue and profitability indicates effective business execution and favorable market conditions for the company's automotive and industrial solutions.