Schaeffler India Limited , a leading industrial and automotive supplier, has reported robust financial results for the third quarter of 2025, demonstrating strong growth and improved profitability.

Financial Highlights

Sector Performance

The company's performance was driven by strong growth in key sectors:

• Automotive Technologies: Grew by 18.7% for the nine-month period
• Vehicle Lifetime Solutions: Increased by 10.6% over nine months
• Bearings and Industrial Solutions: Showed a 4.1% growth over nine months

Operational Highlights

• Localization efforts reached 79%, up from previous quarters
• Capex for the nine-month period stood at ₹267.00 crores
• Working capital slightly increased to 19% due to anticipated demand from GST reforms

New Business Wins

Schaeffler India secured multiple new business wins across various segments:

• Automotive clutch applications
• Hydraulic tensioners
• Industrial bearings

Product Launch

The company introduced large-size spherical roller bearings with cast steel housing and accessories, targeting industries such as steel, cement, mining, power plants, and pulp and paper.

Management Commentary

Harsha Kadam, Managing Director and CEO, expressed optimism about demand recovery following GST reforms implementation and expects stronger traction in the automotive industry.

Future Outlook

While the company remains cautious about providing specific guidance, management aims to sustain the operating performance achieved year-to-date. The focus remains on leveraging investments, sweating existing assets, and pursuing growth opportunities in both domestic and export markets.

Schaeffler India continues to demonstrate its commitment to the 'Make in India' initiative, with a strong emphasis on localization and capacity expansion to meet growing market demands.

Schaeffler India Limited , a leading industrial and automotive supplier, has reported strong financial results for the third quarter, showcasing robust growth and operational improvements.

Financial Highlights

Schaeffler India demonstrated impressive financial performance in the third quarter, with revenue reaching ₹23,601 million, marking a significant year-over-year growth of 13.9%. The company's EBITDA margin improved to 20.2% from 19.7% in the previous quarter, driven by volume gains and fixed cost absorption.

Segment Performance

The revenue growth was primarily supported by the Automotive Technologies segment and intercompany exports. This diversification in revenue streams highlights the company's strong position across various market segments.

Operational Efficiency

Schaeffler India's focus on operational efficiency is evident from its ability to maintain a healthy PAT margin of 13.0%. Additionally, the company generated a robust free cash flow of ₹2,232 million, indicating strong cash management practices.

Business Developments and New Wins

The company reported several notable business developments during the quarter:

• New wins in hydraulic tensioners for passenger vehicles
• Secured contracts for HD clutches in the commercial vehicles segment
• Continued momentum in dampers and clutches

These new business wins across different product lines and vehicle segments demonstrate Schaeffler India's competitive strength and its ability to capture market opportunities.

Product Innovation and Manufacturing Expansion

Schaeffler India has expanded its product portfolio and manufacturing capabilities:

• Launched large-size spherical roller bearings
• Introduced cast steel housings at its Savli, Gujarat facility

These initiatives are likely to enhance the company's product offerings and manufacturing capabilities, potentially opening up new market opportunities.

Quality Recognition

Schaeffler India's commitment to quality has been recognized by key industry players:

• Received the Best Quality Export Parts Award from Escorts Kubota Limited
• Recognized for zero defect supplies by TAFE for the second consecutive year

These accolades underscore the company's focus on maintaining high-quality standards, which is crucial for sustaining long-term relationships with key customers in the automotive and industrial sectors.

Conclusion

Schaeffler India's strong quarterly performance, marked by double-digit revenue growth and improved margins, reflects the company's resilience and strategic focus. The combination of new product launches, quality recognitions, and business wins across various segments positions the company well for continued growth in the automotive and industrial markets.