Schaeffler India Reports Q1FY26 Results: Revenue Rises 18.8% to ₹25,070 Million
Schaeffler India delivered strong Q1FY26 performance with revenue growth of 18.8% to ₹25,070 million and net profit of ₹3,197 million. The company received multiple industry awards including Partner Level Excellence from John Deere for the fifth consecutive year and secured significant business wins across automotive technologies, vehicle lifetime solutions, and bearings segments.
*this image is generated using AI for illustrative purposes only.
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.
| Financial Metric: | Q1FY26 Value | YoY Change | QoQ Change |
|---|---|---|---|
| Revenue from Operations: | ₹25,070 million | +18.8% | -5.1% |
| PBT (before exceptional items): | ₹4,257 million | +19.7% | -4.4% |
| PBT Margin: | 17.0% | +0.1% | +0.1% |
| Net Profit: | ₹3,197 million | +20.4% | -2.5% |
| Net Profit Margin: | 12.8% | +0.2% | +0.3% |
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.
| Award Category: | Recognition Details |
|---|---|
| Partner Level Excellence: | John Deere (5th consecutive year) |
| Strategic Partner: | TVS Mobility |
| Innovation Award: | Rail Analysis Innovation & Excellence Summit 2026 |
| Outstanding Support: | Adani Power |
| Valued Supplier: | ELIN WG (Voith company) |
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.
Historical Stock Returns for Schaeffler India
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -4.67% | -3.82% | +3.51% | +4.49% | +25.65% | +289.19% |
How will Schaeffler India's expansion plans and capacity utilization evolve given the sequential revenue decline despite strong year-over-year growth?
What impact will the new business wins in double clutches for tractors and heavy duty applications have on the company's revenue mix and margins in upcoming quarters?
How might Schaeffler India's strong positioning with key clients like John Deere and TVS Mobility translate into market share gains in the competitive automotive components sector?
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