āagman

Not investment advice. Data and computed figures, for information only.

Schaeffler India Ltd

NSE: SCHAEFFLER
₹3,650.30
−₹3.80 (−0.10%)
NSE · 15 Oct 2026, close
NSE
As of 31 Dec 2025
Market Cap
₹57,326 Cr
CMP
₹3,650.30
52-wk High / Low
₹4,468 / 3,518
P/E
45.7
P/B
9.3
Book Value
₹393.0
Div Yield
0.95%
ROCE
27.0%
ROE
20.2%
Face Value
₹2
D/E
0.01

Price−11.3% over 1Y

āagman read

Computed by āagman
Derived from 5 years and 14 quarters of filings. Not reported by the company.
As of 15 Oct 2026
How we compute these
Piotroski F-Score
2
/ 9
2 of 9 F-score tests passed
Graham Number
₹807
√(22.5 × EPS × book value per share)
ROIC
21.3%
vs 11.5% sector median
Cash flow to profit
1.12
CFO / PAT
Above 1.0 = operating cash flow exceeded reported profit
Margin change
−20
bps OPM YoY
Operating margin vs the same quarter last year
Sustainable growth
11.4%
ROE × earnings retention ratio
ROE stability
1.0
pp σ
Standard deviation of ROE across periods. Lower = more stable
Holder deltas
QoQ
pp
Prom +0.00FII +0.11DII −0.11
Latest quarter vs the previous one
Cash-accrual divergence
−1.4%
of assets
Low = accruals track cash flow
Strengths
Watch-outs
−Price trades below its 200-day moving average (0.9x)
−Piotroski F-Score of 2/9 is in the weak band (≤3)

Peer comparison

Peers
NameP/EMar Cap ₹ CrROCE %ROE %

Quarterly results

Consolidated basis (as filed) · ₹ Cr · 13 quarters
As of 30 Jun 2026
Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales1,8291,8541,8751,8732,1072,1162,1362,1742,3532,4352,7242,5862,761
Expenses1,4871,5131,5501,5431,7311,7481,7661,7821,9221,9792,2402,1072,262
Operating Profit342340324330376369370393430456484478499
OPM %18.7%18.3%17.3%17.6%17.8%17.4%17.3%18.1%18.3%18.7%17.8%18.5%18.1%
Other Income31312631252835344328434237
Interest1211211211211
Depreciation54566062687378838188929091
Profit before tax318313288298332322326342391395434429443
Net Profit237233210220245236237252287289322316326
EPS (₹)15.1814.8913.4114.0615.7015.1315.1816.1018.3718.5120.6220.2220.84

Profit & Loss

As of 30 Jun 2026
Consolidated · ₹ Cr · 5 years + TTM
Dec 2022Dec 2023Dec 2024Dec 2025TTMJun 2026TTM
Sales6,8677,2518,2329,68610,097—10,505
Expenses5,5715,9296,7877,9208,249—8,588
Operating Profit1,2961,3221,4461,7661,848—1,917
OPM %18.9%18.2%17.6%18.2%18.3%—18.2%
Other Income92120118145157—151
Interest55555—5
Depreciation206223282344351—361
Profit before tax1,1771,2141,2781,5621,650—1,702
Net Profit8798999391,1501,215—1,253
EPS (₹)56.2557.5260.0773.6077.72—80.19

Balance Sheet

As of 30 Jun 2026
Consolidated · ₹ Cr
Dec 2022Dec 2023Dec 2024Dec 2025Mar 2026Jun 2026Jun 2026
Equity Capital31313131—31—
Reserves4,2554,7745,3036,017—6,116—
Borrowings57515655—48—
Other Liabilities1,3831,4101,4932,110—2,317—
Total Liabilities5,7276,2676,8838,213—8,512—
Fixed Assets1,1231,4411,9702,195—2,096—
CWIP249491449334—445—
Investments0000—0—
Other Assets4,3554,3354,4645,683—5,972—
Total Assets5,7276,2676,8838,213—8,512—

Cash Flows

As of 31 Dec 2025
Consolidated · ₹ Cr
Dec 2022Dec 2023Dec 2024Dec 2025
Cash from Operating Activity7518848401,290
Cash from Investing Activity−535−595−25−341
Cash from Financing Activity−257−386−421−449
Net Cash Flow−41−96394500

Ratios

As of 31 Dec 2025
4 periods
Dec 2022Dec 2023Dec 2024Dec 2025
ROCE %—27.025.027.0
ROE %———20.2
EPS (₹)56.2557.5260.0773.60
Book Value (₹)———393.0
Face Value (₹)———2
P/E———45.7
Div Yield %———0.95
NPM %12.612.211.211.7
OPM %19.018.018.018.0
D/E0.010.010.010.01
P/B———9.3

Growth

As of 11 Oct 2026
Compounded sales growth
3 years+12.0%
TTM+20.0%
Compounded profit growth
3 years+10.0%
TTM+24.0%
Stock price CAGR
10 years+16.0%
5 years+19.0%
3 years+5.0%
Last year−11.0%
Return on equity
3 years20.0%
Last year20.0%

Shareholding pattern

As of 31 Mar 2026
Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters51.33%51.33%51.33%74.13%74.13%74.13%74.13%74.13%74.13%74.13%74.13%74.13%
FIIs5.47%5.47%5.82%3.08%3.89%5.17%5.05%4.40%4.38%4.49%4.25%4.36%
DIIs26.84%26.84%26.97%14.55%15.81%15.28%15.23%15.57%15.93%16.03%16.32%16.21%
Government0.00%0.00%0.00%0.00%0.00%0.00%0.16%0.00%0.00%0.03%0.03%0.02%
Public16.37%16.37%15.88%8.24%6.17%5.42%5.43%5.90%5.56%5.32%5.28%5.29%
No. of shareholders10,33610,33612,96915,71916,11015,94132,54257,45269,10974,54466,74568,487
Change since Jun 2023 (pp)
Promoters +22.80FIIs −1.11DIIs −10.63Public −11.08

Documents

As of 11 Oct 2026
Announcements
Announcement under Regulation 30 (LODR)-CessationTranscript Of The Investor Group Meetings Held On September 28, 2026Closure of Trading WindowAnnouncement under Regulation 30 (LODR)-Analyst / Investor Meet - OutcomeShareholder Meeting / Postal Ballot-Scrutinizer"s Report
Annual reports
Annual Report 2025Annual Report 2024Annual Report 2023Annual Report 2022Annual Report 2021
Concalls
Oct 2026TranscriptOct 2026RecordingJul 2026TranscriptJul 2026PPTJul 2026RecordingMay 2026TranscriptMay 2026PPTMay 2026RecordingMar 2026TranscriptMar 2026PPTMar 2026RecordingNov 2025TranscriptNov 2025PPT

Corporate actions

As of 23 Apr 2026
23 Apr 2026DIVIDENDDividend - Rs 35 Per Share—
23 Apr 2025DIVIDENDDividend - Rs 28 Per Share—
19 Apr 2024DIVIDENDAnnual General Meeting/Dividend - Rs 26 Per Share—
11 Apr 2023DIVIDENDAnnual General Meeting/Dividend - Rs 24 Per Share—
19 Apr 2022DIVIDENDAnnual General Meeting/Dividend - Rs 16 Per Share—
8 Feb 2022SPLITFace Value Split (Sub-Division) - From Rs 10/- Per Share To Rs 2/- Per Share10 : 2
19 Apr 2021DIVIDEND Annual General Meeting/Dividend - Rs 38 Per Share—
19 Jun 2020DIVIDEND Annual General Meeting/Dividend - Rs 35 Per Share—
22 Apr 2019DIVIDEND Annual General Meeting/ Final Dividend - Rs 20 Per Share / Special Dividend - Rs 10 Per Share—
9 Apr 2018DIVIDEND Annual General Meeting/ Dividend - Rs 17 Per Share—
12 Apr 2017DIVIDEND Dividend - Rs 12/- Per Share—
13 Apr 2016DIVIDEND Final Dividend -Rs 10/- Per Share—
30 Mar 2015DIVIDENDDividend - Rs 7.50/- Per Share—
27 Mar 2014DIVIDENDDividend Rs 6 Per Share—
26 Mar 2013DIVIDENDDividend Rs.5 Per Share—
29 Mar 2012DIVIDENDFinal Dividend Rs.5/- Per Share And Special Dividend Rs.5/- Per Share—
30 Mar 2011DIVIDENDDividend - Rs.5/- Per Share—
30 Mar 2010DIVIDENDDividend-Rs.4.50 Pr Share—
Fundamentals from a third-party compiler of exchange filings; prices from the exchanges. Not investment advice.© 2026 āagman