Schaeffler India Posts Robust FY25 Results, Recommends ₹35 Dividend

Standalone Revenue (FY2025): ₹9,395.32 crore
Consolidated Profit After Tax (FY2025): ₹1,150.35 crore

Reader Takeaway: Profit surges on revenue growth; dividend hike awaits AGM approval.

What just happened (today’s filing)

The Board of Schaeffler India has approved the audited standalone and consolidated financial results for the fiscal year ended December 31, 2025. The company posted a consolidated revenue of ₹9,685.85 crore, marking a significant increase from the previous year. Standalone revenue stood at ₹9,395.32 crore, with a profit after tax of ₹1,196.25 crore.

Consolidated profit after tax for FY2025 reached ₹1,150.35 crore. This performance represents substantial growth compared to FY2024, where standalone PAT was ₹977.67 crore and consolidated PAT was ₹938.86 crore.

Further demonstrating its financial health and commitment to shareholders, the Board recommended a dividend of ₹35 per equity share (face value ₹2). This is an increase from the ₹28 per share dividend declared for the year ended December 31, 2024.

The Board also noted the resignation of Mr. Andreas Schick, a Non-Executive Non-Independent Director, effective March 31, 2026. His resignation was tendered on February 5, 2026.

Why this matters

Schaeffler India's strong financial performance in FY2025 underscores its operational efficiency and market position. The proposed dividend hike is a clear signal of management confidence in future earnings and a move to reward its investors.

This increased payout reflects consistent growth and profitability, making the stock potentially more attractive to income-focused investors, subject to shareholder approval at the upcoming AGM.

The backstory (grounded)

Schaeffler India is a key player in the automotive and industrial sectors, part of the global Schaeffler Group. It manufactures and supplies critical components like engine systems, transmissions, and bearings. The company operates across three segments: Automotive OEM, Automotive Aftermarket, and Industrial.

Historically, Schaeffler India has maintained a track record of consistent dividend payouts, reflecting its stable profitability and cash generation capabilities. In a significant structural move, the company recently integrated its three Indian entities to streamline operations and enhance synergies.

What changes now

• Shareholders will receive a proposed dividend of ₹35 per equity share if approved at the AGM, payable within 30 days of the meeting.
• The board composition will change with Mr. Andreas Schick stepping down as a Non-Executive Non-Independent Director on March 31, 2026.

Risks to watch

• Shareholder approval at the Annual General Meeting is required for the proposed dividend payout.

Peer comparison

Schaeffler India operates in a competitive landscape. Key peers include Bosch Limited, which reported FY24 consolidated revenue of ₹14,085 crore and PAT of ₹1,876 crore, and Uno Minda Limited, with FY24 consolidated revenue of ₹6,455.9 crore and PAT of ₹627.1 crore.

These comparisons highlight Schaeffler India's strong revenue and profit growth in FY2025 relative to its peers in the previous fiscal year, indicating solid performance.

Context metrics (time-bound)

• Standalone Revenue grew by 16.33% to ₹9,395.32 crore in FY2025 from ₹8,076.29 crore in FY2024.
• Standalone Profit After Tax saw a substantial increase of 22.36% to ₹1,196.25 crore in FY2025 from ₹977.67 crore in FY2024.
• Consolidated Revenue increased by 17.65% to ₹9,685.85 crore in FY2025 from ₹8,232.38 crore in FY2024.
• Consolidated Profit After Tax rose by 22.52% to ₹1,150.35 crore in FY2025 from ₹938.86 crore in FY2024.

What to track next

• Monitor the outcome of the shareholder vote on the dividend recommendation at the AGM on April 30, 2026.
• Observe any further announcements regarding the appointment of a new director or changes in board committees following Mr. Schick's departure.
• Track market commentary and analyst expectations for FY2026 performance given the strong FY2025 results.