Mobility technology company Schaeffler India Ltd delivered robust fourth-quarter results, with net profit surging 35.9% to ₹322.3 crore compared to ₹237.2 crore in the same period last year. According to reports from CNBC TV18, ET Now, and The Economic Times, revenue for the quarter increased 27.5% to ₹2,724 crore from ₹2,136 crore year-on-year. The company's EBITDA rose 30.8% to ₹484.5 crore compared to ₹370.5 crore in Q4 last year, with EBITDA margin standing at 17.8% versus 17.3% in the corresponding period. As per ET Now, profit before tax (before exceptional items) for the quarter rose 31.5% to ₹445.5 crore compared with Q4CY4, with the PBT margin at 16.9% including a negative 0.8% impact from labour code, versus 16.3% in Q4 last year and 17.5% in Q3. According to The Economic Times, sequential profit increased 11% to ₹328 crore versus ₹289 crore posted in Q3FY25, with net profit margin standing at 12.4%. The latest results reflect sustained demand and improved operating performance, with the EBITDA margin improvement to 17.8% indicating better operating leverage.
For the full financial year 2025, Schaeffler India reported revenue from operations of ₹9,395.3 crore, higher by 16.3% compared to 2024. As reported by CNBC TV18, ET Now, and The Economic Times, profit before tax (before exceptional items) for the 12 months was ₹1,612 crore, up 22.4% from the previous year. The PBT margin stood at 17.2% versus 16.3% in 2024, while net profit for the 12-month period was ₹1,196.2 crore with a net profit margin of 12.7%, compared to 12.1% during the corresponding period of 2024. According to ET Now, the company sustained its double-digit growth momentum, aided by domestic demand and intercompany exports, while improved volumes and stronger capital efficiency enhanced the quality of earnings. The company stated that growth momentum remained strong, supported by domestic business and intercompany exports, with earnings quality improving due to volume gains and enhanced capital efficiency.
The board of directors recommended a dividend of ₹35 per equity share of face value ₹2 each for the year ended December 31, 2025. According to CNBC TV18, ET Now, and The Economic Times, if approved by shareholders at the annual general meeting, the dividend will be paid within 30 days from the AGM date. Shares of Schaeffler India closed at ₹4,081.20 on the BSE on February 24, gaining ₹131.60 or 3.33% for the day following the earnings announcement, as reported by Everywhere News. The company has recognised an incremental employee benefit expense of ₹21 crore in the current reporting period, primarily from gratuity due to changes in wage definition under new labour codes notified by the Government of India on November 21, 2025. The 63rd AGM of the Company is scheduled to be held on Thursday, April 30, 2026, as per ET Now. According to The Economic Times, the stock has delivered returns of 28% in the past 12 months, outperforming Nifty and BSE Sensex whose returns stand at 11% and 9% respectively in the same period.
Harsha Kadam, Managing Director and Chief Executive Officer, stated that the company continued its growth trajectory aided by strong performance across domestic and intercompany exports business. As reported by CNBC TV18, ET Now, and The Economic Times, Kadam highlighted strong demand traction in the automotive industry, riding on the back of GST reforms in September and continued business wins across all divisions. The company follows the January to December financial year, with double-digit growth momentum continuing to be supported by domestic and intercompany exports, along with improvement in quality of earnings driven by volume gains and capital efficiency. According to ET Now, the company's scrip PE is greater than 50 for the previous 4 trailing quarters, and Schaeffler India is a constituent of BSE 200 index with a market capitalisation of ₹63,811.75 crore.
