Schaeffler India Limited held its Q4 CY25 earnings conference call on February 25, 2026, where management provided comprehensive insights into the company's exceptional fourth-quarter performance and strategic outlook. The call, led by Managing Director and CEO Harsha Kadam alongside CFO Hardevi Vazirani, highlighted the company's continued growth momentum and market positioning.

Management Commentary on Q4 Performance

During the earnings call, CEO Harsha Kadam emphasized the company's strong execution across all business segments. The management team detailed how the company achieved revenue of ₹26,431 million in Q4 2025, representing a 26.9% year-on-year growth. Kadam attributed this performance to sustained market demand and effective strategic initiatives across automotive technologies and industrial solutions.

The management highlighted that all plants operated at over 85% capacity utilization during the quarter, demonstrating strong operational efficiency and market demand alignment.

Business Segment Growth and New Wins

Kadam provided detailed insights into the company's business development activities during the call. The automotive technologies division achieved remarkable growth of 41.6% year-on-year, driven by new business wins in hydraulic cam phasers and continued momentum in passenger vehicle clutches. The management also discussed progress in hybrid vehicle applications, where the company has already started series production and is working on additional projects through homologation processes.

Strategic Outlook and Investment Plans

CFO Hardevi Vazirani addressed questions about future capital expenditure plans, indicating that the company would step up investments in 2026 to over ₹500 crores, returning to previous three-year average levels. The management explained that the moderated capex in 2025 was deliberate to focus on asset utilization and capital efficiency.

Regarding the Vitesco integration, Kadam confirmed that the merger has been completed and the company is already seeing new business wins in Battery Management Systems for electric vehicles. The integration provides complementary electronic and software offerings to enhance the company's mechanical product portfolio.

Market Dynamics and Export Performance

The management discussed favorable market conditions, highlighting the positive impact of GST 2.0 reforms on the automotive sector. Export performance showed strong recovery with growth across Europe and Asia Pacific regions. However, the management indicated that export growth momentum may moderate to 5-10% in 2026 based on economic projections for key markets.

Subsidiary Performance and Future Focus

Regarding KRSV (Koovers), the aftermarket subsidiary, management indicated that infrastructure setup is largely complete and focus will shift toward channel and product mix optimization in 2026. The company expects improved financial parameters as it leverages the established dark store and hub network.

The earnings call reinforced Schaeffler India's strong market position and management's confidence in sustaining double-digit growth momentum while maintaining operational excellence across all business segments.

Schaeffler India has announced the opening of a special window for transfer and dematerialization of physical securities, following regulatory compliance requirements. The company notified both major stock exchanges about this development on March 02, 2026.

Regulatory Compliance and Communication

The special window initiative has been established in reference to SEBI Circular No. HO/38/13/11(2)2026-MIRSD-POD/I/3750/2026 dated January 30, 2026. Schaeffler India communicated the details of this special window through its official social media channels, specifically posting information on its Facebook page.

Stock Exchange Notifications

The company has formally notified both BSE Limited and National Stock Exchange of India Limited about the special window opening. The notifications were sent to the respective exchange addresses with proper company codes for identification.

Corporate Communication Details

The notification was signed by Ashish Tiwari, VP - Legal & Company Secretary of Schaeffler India Limited, and digitally authenticated from the company's Pune location. The company has provided contact information for shareholders requiring assistance, including a dedicated phone number +912068198464.

This special window facility enables shareholders holding physical securities to transfer and dematerialize their holdings, ensuring compliance with current regulatory frameworks and providing enhanced convenience for security holders.