Whalesbook
Schaeffler India has officially released its Integrated Annual Report for the financial year ended December 31, 2025. The company reported a resilient performance across its key business segments, detailing strategic priorities for growth and operational enhancement.
Key financial figures for FY2025 include Revenue of ₹93,953 million (₹939.53 crore) and Profit After Tax (PAT) of ₹11,962 million (₹119.62 crore). Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) stood at ₹18,376 million (₹183.76 crore). The company proposed a dividend per share of ₹35. Capital Expenditure (Capex) for the year amounted to ₹3,836 million (₹38.36 crore).
The company aims to strengthen its position as a leading Motion Technology Company, utilizing its engineering expertise and comprehensive product portfolio. A strong focus remains on localization strategies to improve competitiveness and supply chain resilience. Investments are being channeled into technology capabilities, advanced manufacturing, digitization, and innovation to adapt to evolving mobility and industrial landscapes.
This strategic direction has contributed to the company's recent financial performance, showing a notable increase compared to FY2024. For FY2024, revenue was ₹790.63 crore and PAT was ₹99.42 crore, demonstrating significant year-over-year growth.
Shareholders are set to benefit from the proposed dividend of ₹35 per share. The company is reinforcing its commitment to technology and innovation, which could lead to new product developments. Increased focus on localization is expected to improve margins and reduce import dependency, while continued investment in manufacturing and digitization aims to drive operational efficiency.
The report also outlines potential risks and uncertainties, including challenges in market share, technology transitions, product piracy, and regulatory compliance.
Schaeffler India operates within a competitive market. Its key peers include Bosch Ltd, known for its automotive and industrial tech solutions; Endurance Technologies Ltd, a major auto component manufacturer; and Tata AutoComp Systems Ltd, a diversified supplier in the automotive sector.
Key events for investors to track include the upcoming 63rd Annual General Meeting (AGM) scheduled for April 30, 2026, where shareholder discussions will take place. Future announcements concerning technology adoption, new product pipelines, and the impact of localization initiatives on cost structures will also be important. Investors will monitor the market's response to the company's strategic direction amidst evolving automotive and industrial sectors.