Schaeffler India Outlines New Tech, E-Mobility Growth at AGM

Schaeffler India Limited presented its strategic roadmap for future growth and diversification during its 63rd Annual General Meeting (AGM) held on April 30, 2026. Managing Director & CEO Harsha Kadam shared insights into the company's vision, highlighting key financial performance metrics for Calendar Year 2025 and outlining ambitious plans for emerging technology sectors.

AGM Proceedings and Strategic Vision

The AGM materials detailed the company's strategic direction, including significant advancements in Environmental, Social, and Governance (ESG) practices. Managing Director & CEO Harsha Kadam presented a review of the company's performance up to Calendar Year 2025. Key financial highlights for CY25 included revenue of ₹939.53 crore, EBITDA margins of 19.6%, and a Return on Capital Employed (ROCE) of 26.0%. The dividend per share for CY25 was declared at ₹35.00.

Strategic Importance

The AGM presentation underscores Schaeffler India's commitment to aggressive diversification beyond its traditional automotive and industrial markets. The strategic focus on emerging sectors and e-mobility signals a proactive approach to capitalize on future growth opportunities and enhance long-term shareholder value.

Investment in Future Tech

Schaeffler India has been strategically investing to bolster its capabilities in future mobility solutions. Over the past three years, the company allocated Rs 1,700 crore towards powertrain and e-mobility advancements. Further strengthening its expertise, Schaeffler inaugurated a software development center in Pune in November 2022 with a €10 million investment, focusing on software and electronics for e-mobility, aligning with global efforts to leverage India's engineering talent.

Key Growth Initiatives

The company is actively exploring and planning entry into high-potential new sectors. These include Humanoid Robots, e-Aviation, Data Centers, Defense, Battery technology, New Space exploration, and Hydrogen. Continued emphasis on e-mobility advancements, such as the localization of e-axles, is expected to drive future revenue streams. The company also anticipates strategic business wins and expanded product offerings across various sectors.

Competitive Landscape

Schaeffler India operates in competitive markets. Key competitors include Timken India Ltd and SKF India Ltd, significant players in industrial bearings and power transmission solutions. In the automotive components sector, Sona BLW Precision Forgings Ltd is a notable competitor, particularly in electric vehicle (EV) related products. Schaeffler's Automotive Technologies division contributed approximately 34% to revenues in 2024, with its Bearings & Industrial Solutions segment at 35%.

Key Risks

While the company is pursuing diversification into new technology areas, the successful execution and market acceptance of products in nascent sectors like Humanoid Robots and e-Aviation will be critical factors for future success.

Financial Snapshot (CY25)

• Revenue: ₹939.53 crore
• EBITDA Margins: 19.6%
• ROCE: 26.0%
• Dividend Per Share: ₹35.00

Investor Outlook

Investors will be tracking updates on the development and commercialization of new products, progress in e-axle localization, future financial performance, execution timelines for new ventures, ESG initiatives, and any announced strategic partnerships or acquisitions.