Schaeffler India AGM: Presentation by MD & CEO on April 30, 2026
Schaeffler India Limited's 63rd AGM on April 30, 2026, featured a presentation by MD & CEO Mr. Harsha Kadam. The presentation detailed the company's motion technology focus, product portfolio, and financial performance from CY21-CY25. Revenue grew to ₹93,953 million in CY25. It also highlighted e-mobility advancements and ESG priorities.
This is an informational update about a presentation made at the AGM, which is a standard corporate event. It does not contain any new material financial information or strategic decisions that would significantly impact the company's stock.
The announcement is a routine update about a presentation made at the AGM. It contains factual information about the company's performance and strategy without any significant positive or negative developments.
Schaeffler India Limited has provided an update regarding its 63rd Annual General Meeting (AGM) held on April 30, 2026. The company informed that a presentation made by Mr. Harsha Kadam, Managing Director & CEO, at the AGM is enclosed with this communication.
The presentation covered various aspects of the company's performance and strategy, including its purpose, vision, and mission focused on being a leading Motion Technology Company. It detailed the company's eight product families across 'Sustain Motion', 'Energize Motion', 'Drive Motion', 'Power Motion', 'Generate Motion', 'Control Motion', 'Transmit Motion', and 'Guide Motion'.
A significant portion of the presentation highlighted Schaeffler's comprehensive product portfolio across sectors, from micro bearings to advanced e-drives, serving diverse industries such as Rail, Two-wheelers, Commercial Vehicles, Passenger Cars, Conventional Energy, and Renewable Energy. The company also showcased its strategic diversification into new growth opportunities like Humanoid Robots, Battery, Data Centers, and eAviation, leveraging its systems supplier expertise.
Financial performance for the calendar years 2021 to 2025 was reviewed, indicating revenue growth from ₹55,605 million in CY21 to ₹93,953 million in CY25, with EBITDA margins consistently around 18-19%. Dividend per share showed an increasing trend, and ROCE remained robust. The presentation also detailed the standalone financial performance for the year ended December 31, 2025, with significant contributions from Automotive Technologies (₹31,372 million), Bearings & Industrial Solutions (₹36,855 million), and Intercompany Exports & Others (₹14,328 million).
The company emphasized its e-mobility milestones, including local engineering for e-Propulsion systems, and the development of its fifth manufacturing facility at Shoolagiri. Schaeffler India highlighted its integrated presence with multiple plants, R&D centers, and a widespread distribution network.
Further details were provided on operational strategies, customer-centric approaches, and numerous business awards received for excellence in various categories. The ESG priorities were also elaborated, showcasing environmental initiatives like energy savings and renewable energy consumption, social contributions through CSR spending and community impact, and strong governance practices with a diverse board composition. The presentation concluded with a forward-looking outlook for 2026, emphasizing sustained growth, strategic investments, and value delivery.
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Schaeffler India Limited filed this with the NSE as a statutory disclosure, categorised under agm. It is a primary document, not a recommendation, and the desk marks it low impact, the band that almost never moves a portfolio on its own.
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See the model portfoliosA plain-language summary of a public exchange filing by Schaeffler India Limited. Read the original for the full detail.