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IndiaPulse

Schaeffler India Limited (SCHAEFFLER)

Large Cap

Auto stocks · Large cap · NSE

Schaeffler India Limited is an automotive and industrial supplier, providing components and systems for mobility and industrial applications. Its business segments include Automotive Technologies, Vehicle Lifetime Solutions, and Bearings & Industrial Solutions.

₹3,956.4
+5.80 · +0.15%
Quote04 Sept, 03:56 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags02 May 2026
Coverage14/14 · 100%
Valuation2026-07-20 · Rf 6.8% · Auto P/E 26.5 (n=128)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Mixed fundamentals, management trust is supportive, price trend argues for patience, and recent execution is consistent.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
FAIR VALUE
48

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
High Trust
86

low confidence · 0/0 claims checked

Technical
Bearish
33

Timing lens: price trend and sector relative strength.

Result consistency
consistent
95

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 30 Jun 2026

Average · 52/100

margin compression · Rev +17% YoY · PAT +14% YoY · +7% QoQ

Filed 22 Jul 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹2,761 Cr+17.3%+6.8%
EBITDA₹499 Cr+16.0%+4.4%
Operating margin18.0%+0 bps+0 bps
PAT₹326 Cr+13.6%+3.2%
PAT margin11.8%-39 bps-41 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis under stressReviewed 2026-07-24T07:45:06.163Z
Management commentary snapshot

Q2CY26 revenue grew 17.5% YoY to INR 26,814 mn, with double-digit growth in Automotive Technologies, Vehicle Lifetime Solutions, and Exports. EBITDA margin was 19.1%, but earnings quality marginally declined due to increased costs from geopolitical developments. FCF significantly impacted.

Revenue growth across key segments is positive, but the decline in earnings quality due to geopolitical costs and the sharp drop in Free Cash Flow are concerning. Working capital increase, mainly inventories, needs close monitoring.

Current business mix

Sales Mix Q2 2026

Latest issuer-disclosed distribution across 4 reported categories.

Businessmix
Bearings & Industrial Solutions35.0%
IC Exports & Others12.0%
Automotive Technologies35.0%
Vehicle Lifetime Solutions17.0%
Growth engines

Automotive Technologies

New business wins in Clutch for passenger vehicles, continued momentum in Double clutch for tractors, and business wins for Overrunning Alternator Pulley.

Vehicle Lifetime Solutions

Business wins for FEAD timing kits, bearings and lubricants continued; launched focus campaigns and workshop engagement programs.

Bearings and Industrial Solutions

New business wins for CRBs, DGBBs, SRBs, TRBs and Plain Bearings for raw material sector; business wins for Wheel Bearing, Needle Bearing, Water Pump Bearing and Gen-2 WB for automotive sector.

Exports

YoY double digit growth momentum continued in Exports.

Capacity and execution

Capex Framework

Capex – framework remains on track.

Tailwinds

Automotive Sector Growth

Two and three wheelers – Growth driven by rural demand and steady urban mobility needs. PVs and CVs – Growth driven by new product launches and infrastructure investments. Tractors - Growth driven by strong monsoon outlook rural subsidies and higher farm incomes.

Headwinds

Earnings Quality Impact

Earnings quality marginally declined given increased cost linked to geopolitical developments.

Raw Material Costs

Steel production moderated due to rising raw material costs.

Depreciating INR

Earnings quality marginally impacted given to geopolitical developments related to fuel prices and depreciating INR.

Risk radar

Geopolitical Developments

Earnings quality marginally impacted given to geopolitical developments related to fuel prices and depreciating INR.

Working Capital Management

Working capital increase is mainly due to inventories, same will be managed in coming quarters.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare BOTH

The company explicitly provides both YoY and QoQ growth rates for revenue and earnings, and highlights sequential momentum in domestic business, while also noting annual growth trends across segments.

Sector KPIs management disclosed

Revenue Growth (YoY)

17.5%

Revenue Growth (QoQ)

7.0%

EBITDA Margin

19.1%

PAT Margin

12.6%

Management forward view

Commitment to Deliver Results

Committed to deliver results and drive long term stakeholder value.

Working Capital Management

Working capital levels to remain in check.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
Working Capital20,291 mn INR (Q2 2026)Reduction in working capital levels, especially inventories, as management aims to manage it in coming quarters.
Free Cash Flow965 mn INR (Q2 2026)Monitor FCF generation for recovery, as it was impacted by working capital increase and reduced earnings.
Earnings QualityEBITDA Margin 19.1% (Q2 2026)Track if earnings quality improves and if geopolitical cost impacts subside.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

33Bearish

SMA20 -1.9% / mo · MACD − · sector -3.3pp vs Nifty (3M)

Stock trend: 35
Sector RS: 31
Sector 3M: -4.8% vs Nifty -1.5%

Technical chart

SCHAEFFLERdaily · 1Y · AUTO-7.8%
Latest close ₹3956.40 on 2026-09-04
Bar
+0.2%
RSI
39
MACD hist
-7.49
52W pos
46%
2026-09-04O ₹3950.00H ₹4004.60L ₹3871.70C ₹3956.40Vol 53,652 sh
₹3.65k₹3.87k₹4.08k₹4.29k₹4.51k52H3956.402026-032026-06VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Bearish setup

Trend is weak — long-term trend down. RSI 39.

  • Price below SMA200 (long-term downtrend) — short-term bounces likely countertrend.
  • SMA20 falling (~1.9% over last month) — short-term momentum negative.
  • RSI(14) at 39 — falling, no extreme reading.
  • MACD below signal, histogram expanding negatively — bearish momentum building.
  • 11% off 52W high · 12% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Nifty 500 leadership

Relative Strength & Trend Stage

46
RS percentile
Stage 1 Base / Transition
1M return
-2.0%
3M return
-3.1%
6M return
-0.8%
1Y return
-2.5%
RS 1D
+1
RS 20D
-6
Sector rank
#6
Industry rank
#13
Stage evidence
  • Price is within 2.7% of the 30-week proxy.
  • The 30-week proxy changed +1.1% over 20 sessions.
  • The moving-average structure does not confirm Stage 2 or Stage 4.
50-DMA
price below
200-DMA
price below
Sector
weakening
Industry
weakening
Relative-strength line vs Nifty 500 (base 100)
264 observations
04 Sept 2026Value 99.21+0.14%
8996102109116Aug 25Dec 25Apr 26Sept 2699
RS vs Nifty 50099

Valuation & score drivers

U-Score 48 · FAIR VALUE · pillar breakdown, sector model, fair-value anchor

48U-SCORE
Financial Turnaround

Fundamental score breakdown

FAIR VALUE
Valuation0/30
Growth11/25
Quality14/20
Balance Sheet11/15
Cash Flow7/10
Piotroski
8/9 (+5)
Penalties
0
Raw sum
48

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

48/100 · FAIR VALUE

Positive drivers

  • Piotroski is strong at 8/9.
  • Balance sheet contributes 11/15 to the score.
  • Quality contributes 14/20 to the score.

Main drags

  • Fair-value margin of safety is negative at -24.1%.
  • Valuation is weaker at 0/30; verify the latest quarterly trend.
  • Growth is weaker at 11/25; verify the latest quarterly trend.
Sector valuation model

Consumer valuation: PE/PEG and brand-quality premium

Consumer franchises can deserve higher multiples, but only when growth quality supports them.

Consumer PE/PEG
Primary lens
PE and PEG relative to growth, ROE, margins, and brand strength.
Secondary checks
Volume growth, pricing power, distribution, same-store or category growth.
Main risk check
Premium valuation needs durable growth and margin resilience.
PE
49.3
PB
10.1
EV/EBITDA
29.1
ROE
20.2%
ROCE
27.3%
FCF Yield
1.5%
Debt/Equity
0.0
MoS
-24.1%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
48
Previous: 48
Verdict
FAIR VALUE
Previous: FAIR VALUE
Margin of safety
-24.1%
Previous: -24.1%

Score history

12 stored score snapshots. Latest stored move: +0 points.

05 Sept 2026
v4.3-runtime-valuation
50
50
48
48
48
48
50
50
48
48
48
48

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹842.07
-369.8% MoS
Growth-justified P/E
39.8
Growth-justified Value
₹3,187.55
-24.1% MoS
PEG
2.87

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
86High Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

High Trust: Claim history is still being built. It ranks around the 99th percentile of the scored universe and 96th percentile within Auto. No major sub-score weakness stands out.

High Trust Lite: Promoter holding is 74.1%.

Computed 05 Sept 2026
management-trust-v1
123 docs text-extracted · 41 concalls text-extracted
Score band
High Trust

Management behaviour ranks as unusually reliable. Still verify valuation and cycle risk.

Relative rank
99th percentile

overall median 67 · Auto: 96th pctile, median 74 · Large: 97th pctile, median 73

Evidence depth
Financial-only

123 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

High Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Can support position sizing if valuation and trend also agree.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
86
strong · holding, pledge, alignment
Cash flow
77
strong · profit to cash conversion
Balance sheet
96
strong · leverage and solvency
Discipline
82
strong · capital discipline
Results
95
strong · quarterly consistency

Trust positives

  • Promoter holding is 74.1%.
  • Promoter pledge is zero.
  • FCF yield is positive at 1.5%.
  • 4 years of positive FCF.

Trust risks

  • No major Trust Lite risk flags.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
49.30
P/B
10.07
EV/EBITDA
29.10
Market Cap
61840.00Cr

Profitability

ROE
20.20%
ROCE
27.30%
ROA
14.72%
Dividend Y
0.88%

Growth (CAGR)

Revenue 5Y
22.00%
EPS 5Y
22.00%
Revenue 3Y
12.00%
EPS 3Y
10.00%

Balance Sheet

Debt/Equity
0.01
Interest Coverage
353.20×
Altman Z
9.18
Book Value
393.00

Cash Flow

FCF Yield
1.53%
FCF Positive Y
4/5
OCF
1290.00 Cr
EPS TTM
80.19

Shareholding

Promoter Hold
74.13%
Promoter Pledge
0.00%
Momentum 52W
46%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in Auto, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.