Schaeffler India Q2 CY26 Earnings Call Transcript Released
Schaeffler India's Q2 CY26 earnings call transcript reveals revenue of ₹2,681 crore, up 17.5% YoY. EBITDA reached ₹513 crore (up 19% YoY), and PAT was ₹337 crore. The company highlighted strong revenue growth across segments despite rising input costs and a strategic inventory build-up. New business wins and customer awards were also noted.
The announcement provides a detailed transcript of an earnings call, offering insights into the company's financial performance, strategic initiatives, and market outlook. This information is significant for investors and analysts in assessing the company's current standing and future prospects.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT, alongside new business wins and customer awards, indicating a positive financial and operational performance.
Schaeffler India Limited has disclosed the transcript of its Analyst/Investor Meet held on July 23, 2026. The call featured insights from Managing Director and CEO, Mr. Harsha Kadam, and Director of Finance and CFO, Ms. Hardevi Vazirani.
During the call, the management highlighted a strong Q2 performance with revenue of ₹2,681 crore, a 17.5% increase year-on-year and 7% over the preceding quarter. EBITDA stood at ₹513 crore, up 19% year-on-year, and Profit After Tax was ₹337 crore, a 12.6% increase. The company noted challenges including rising input and freight costs, and a strategic build-up of inventories impacting free cash flow. New business wins were secured across automotive, Vehicle Lifetime Solutions, and industrial segments. The company also received multiple customer awards, including a zero PPM award for quality from Toyota Kirloskar.
Discussions also covered the economic and industry landscape, with GDP estimates around 6.5% to 7% for Q2, and a slowdown in inflation. The industrial sector showed strong performance driven by infrastructure growth, while automotive production continued its double-digit growth. The company is focusing on increasing capacity for Vehicle Lifetime Solutions and improving the industrial segment's growth to double digits. Exports also showed strong momentum, partly due to intercompany allocations and favorable foreign exchange rates. The company is actively addressing cost pressures and aims for price corrections and productivity improvements. The KRSV Innovative Auto Solutions subsidiary registered revenue growth but is still focusing on scaling operations.
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Schaeffler India Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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