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Indian subsidiary of Germany's Schaeffler Group, making precision bearings and components for automotive and industrial customers.
Indian subsidiary of Germany's Schaeffler Group, making precision bearings and components for automotive and industrial customers.
In one line: Indian arm of a global bearings maker like Timken.
Moat: narrow (process know-how, customer qualification, brand). Technology and manufacturing expertise inherited from the global Schaeffler Group, with long-standing OEM qualification.
Headquarters: Pune, India · Founded: 1970 · Employees: 6,369
Size Schaeffler India (SCHAEFFLER.NS) is an India Industrials company (Metal Fabrication) with a market value of $5.83B, the 192nd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹3,520 on 6 Nov 2026.
Performance Over six months the shares fell 17.1%, against -14.7% for the median peer and 0.0% for the India market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue grew 22.7% over the last twelve months (peer median +19.2%); the operating margin is 14.6% (peer median 8.6%).
Valuation It trades at 40.4× forward earnings against a peer median of 23.1× (8th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 30% a year for seven years (Req g). Recent delivered growth is +21%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 7.4 points above its cost of capital (12.7% WACC).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹112B | ₹96.5B | ₹82.0B | ₹72.3B | ₹68.4B |
| Revenue growth | — | +18% | +14% | +6% | — |
| Gross profit | ₹32.5B | ₹20.8B | ₹13.6B | ₹12.8B | ₹12.3B |
| EBITDA | ₹20.0B | ₹17.6B | ₹14.4B | ₹13.2B | ₹12.8B |
| Net income | ₹13.1B | ₹11.5B | ₹9.39B | ₹8.99B | ₹8.79B |
| Free cash flow | n/a | ₹9.42B | ₹1.83B | ₹4.54B | ₹3.20B |
| Capital expenditure | n/a | ₹4.64B | ₹7.44B | ₹5.20B | ₹4.83B |
| Total debt | n/a | ₹547M | ₹555M | ₹511M | ₹574M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Schaeffler India SCHAEFFLER.NS | $5.83B | -17% | +23% | 15% | 40.4× | 29.7% |
| SKF India (Industrial) SKFINDUS.NS | $1.23B | +9% | n/a | 11% | 33.3× | 36.9% |
| NRB Bearings NRBBEARING.NS | $442M | +44% | +14% | 13% | 28.2× | 27.7% |
| Timken TKR | $7.07B | -14% | +6% | 15% | 14.5× | 3.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SCHAEFFLER.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.3% | -6.1% | 10th lowest of 20 |
| 6-month return | -17.1% | -14.7% | 10th lowest of 20 |
| Distance from 52-week high | -21.2% | -39.1% | 7th highest of 20 |
| Revenue growth (TTM) | +22.7% | +19.2% | 10th highest of 21 |
| Operating margin | 14.6% | 8.6% | 5th highest of 21 |
| Forward P/E | 40.4× | 23.1× | 8th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 29.7% | 14.3% | 4th most demanding of 10 |
| Growth delivered (Del g) | +20.8% | +13.9% | 3rd highest of 10 |
| Hurdle (Req g minus delivered) | +8.9 pp | +3.5 pp | 5th most demanding of 10 |
| ROIC minus cost of capital | +7.4 pp | -1.8 pp | 5th highest of 21 |
| EV / EBITDA | 27.6× | 12.0× | 3rd most expensive of 10 |
| Net debt / EBITDA | -0.9× | 0.3× | 2nd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Schaeffler India SCHAEFFLER.NS | India | $5.83B | -17% | +23% | 15% | 40.4× | 29.7% | +20.8% |
| Jiujiang Defu Technology 301511.SZ | China | $5.09B | -28% | +69% | 6% | 44.4× | n/a | n/a |
| SFS SFSN.SW | Switzerland | $6.68B | +15% | +2% | 12% | 19.8× | -2.1% | +12.3% |
| Himile Mechanical Science & Technology (Shandong) 002595.SZ | China | $7.40B | -29% | +17% | 20% | 19.8× | 8.4% | +15.9% |
| JL MAG Rare-Earth 6680.HK | Hong Kong | $4.59B | -27% | +46% | 11% | 17.3× | 14.3% | +25.2% |
| Valmont Industries VMI | United States | $7.74B | -21% | +5% | 14% | 15.9× | 10.7% | +7.2% |
| POCO 300811.SZ | China | $4.24B | -15% | +48% | 24% | 38.4× | n/a | n/a |
| Hengdian Group DMEGC Magnetics 002056.SZ | China | $4.16B | -9% | +3% | 7% | 14.5× | n/a | n/a |
| PTC Industries PTCIL.NS | India | $4.09B | +45% | +95% | 19% | 174.5× | n/a | n/a |
| Anhui Tongguan Copper Foil 301217.SZ | China | $8.60B | -12% | +36% | 5% | 105.6× | n/a | n/a |
| Shyam Metalics & Energy SHYAMMETL.NS | India | $3.84B | +47% | +26% | 9% | 19.3× | n/a | n/a |
| Bharat Forge BHARATFORG.NS | India | $9.01B | -13% | +18% | 11% | 51.4× | 46.3% | +21.6% |
| Endurance Technologies ENDURANCE.NS | India | $3.71B | -1% | +32% | 8% | 32.3× | 29.9% | +17.6% |
| SSAB SSAB-A.ST | Sweden | $9.31B | +10% | +3% | 8% | 12.2× | n/a | n/a |
| Bluescope Steel BSL.AX | Australia | $9.53B | +4% | +2% | 6% | 10.3× | 16.7% | +5.3% |
| Sinomach Precision Industry 002046.SZ | China | $3.47B | -17% | -1% | 4% | 75.7× | n/a | n/a |
| Shaanxi Sirui Advanced Materials 688102.SS | China | $2.99B | -39% | +38% | 11% | 96.5× | n/a | n/a |
| Zhejiang XCC 603667.SS | China | $2.99B | -20% | -15% | 2% | 91.0× | 47.9% | +13.9% |
| Zetwerk Manufacturing Businesses ZETWERK.NS | India | $2.96B | n/a | +40% | 1% | n/a | n/a | n/a |
| Mueller Industries MLI | United States | $11.5B | -25% | +21% | 20% | 12.0× | 0.0% | +11.7% |
| Avic Heavy Machinery 600765.SS | China | $2.84B | -23% | -13% | 4% | 23.1× | n/a | n/a |