Schaeffler India Reports Strong Q4 & FY25 Results with 26.9% Revenue Growth
Schaeffler India delivered exceptional Q4FY25 and full year performance with revenue growth of 26.9% and 16.3% respectively. The company reported strong profitability improvements with PBT margins expanding to 16.9% in Q4 and 17.2% for the full year, driven by strategic focus on localization and capital efficiency.
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Schaeffler India Limited delivered exceptional financial performance for the fourth quarter and full year ended December 31, 2025, demonstrating strong growth momentum across automotive and industrial solutions segments. The Board of Directors approved audited consolidated and standalone financial results at their meeting held on February 24, 2026, showcasing robust execution of strategic initiatives and sustained market demand.
Q4FY25 Performance Highlights
The fourth quarter demonstrated accelerated growth trajectory with significant improvements across key financial metrics:
| Metric | Q4FY25 | Q4FY24 | Growth (%) |
|---|---|---|---|
| Revenue from Operations | INR 26,431 million | INR 20,823 million | +26.9% |
| PBT (before exceptional items) | INR 4,455 million | INR 3,389 million | +31.5% |
| Net Profit | INR 3,280 million | INR 2,493 million | +31.5% |
| PBT Margin | 16.9% | 16.3% | +60 bps |
| Net Profit Margin | 12.4% | 12.0% | +40 bps |
The quarter-on-quarter performance showed revenue growth of 12.0% compared to Q3FY25, indicating sustained business momentum. The PBT margin of 16.9% included a labour code impact of -0.8%, demonstrating underlying operational strength.
Annual FY25 Financial Performance
Schaeffler India's standalone financial results for the year ended December 31, 2025, demonstrated remarkable growth across all major parameters:
| Metric | FY25 | FY24 | Growth (%) |
|---|---|---|---|
| Revenue from Operations | INR 93,953 million | INR 80,763 million | +16.3% |
| PBT (before exceptional items) | INR 16,120 million | INR 13,172 million | +22.4% |
| Net Profit | INR 11,962 million | INR 9,777 million | +22.4% |
| PBT Margin | 17.2% | 16.3% | +90 bps |
| Net Profit Margin | 12.7% | 12.1% | +60 bps |
The consistent double-digit growth reflects the company's strategic focus on localization and capital efficiency, contributing to enhanced quality of earnings while navigating regulatory changes.
Dividend Declaration and Corporate Actions
The Board of Directors recommended a dividend of INR 35 per equity share with face value of INR 2, representing a payout ratio of 46%:
| Corporate Action | Details |
|---|---|
| Dividend per Share | INR 35 |
| Previous Year Dividend | INR 28 |
| Dividend Increase | 25% |
| Payout Ratio | 46% |
| AGM Date | April 30, 2026 |
| AGM Time | 3:30 p.m. IST |
The dividend payment, subject to shareholder approval at the 63rd Annual General Meeting, will be disbursed within 30 days from the AGM date through video conferencing mode.
Management Commentary and Strategic Outlook
Commenting on the results, Mr. Harsha Kadam, Managing Director and Chief Executive Officer, stated: "I am happy to share that we continued our growth trajectory aided by strong performance across our domestic and intercompany exports business. Strong demand traction in the automotive industry riding on the back of the GST reforms in September and our continued trajectory of business wins in all our divisions, aided growth."
He further emphasized the company's strategic priorities: "Our strategic focus on localization and capital efficiency contributed to enhancing our quality of earnings while navigating changes in the regulatory environment related to labor code. As we move forward, we remain steadfast in our commitment to executing our strategic priorities while maintaining a consistent approach to dividend payments, ensuring sustained long-term value for our shareholders."
Business Segment Performance
The company's diversified portfolio delivered growth across major business segments, with automotive technologies leading the expansion. The intercompany exports business showed particularly strong performance, contributing significantly to overall revenue growth. The motion technology solutions across eight product families - from bearing solutions and linear guidance systems to repair and monitoring services - continued to gain market traction.
Historical Stock Returns for Schaeffler India
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +3.41% | +7.57% | +12.95% | +3.48% | +32.16% | +292.47% |
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