Schaeffler India Q3'26 Revenue Surges 27.4% to ₹3,006 Crore
Schaeffler India reported a 27.4% revenue increase to ₹3,005.8 crore in Q3'26. PBT rose 20.4% to ₹497 crore, while Net Profit was ₹370.4 crore. For the nine months, revenue grew 21.4% to ₹8,194.2 crore. Management cited strong automotive and industrial demand, despite input cost pressures.
The significant year-on-year revenue and profit growth, coupled with positive commentary from the CEO about strong demand and future outlook, is expected to have a material positive impact on investor sentiment and the company's stock.
The company reported double-digit growth in revenue and profits for both the quarter and nine-month period, indicating strong operational performance. While acknowledging cost pressures, management expressed confidence in future value delivery.
Schaeffler India Limited announced its financial results for the third quarter and nine months ended September 30, 2026, with the Board of Directors approving the outcomes.
For the third quarter of 2026 (July-September), the company reported a revenue from operations of ₹30,058 million (₹3,005.8 crore), marking a significant 27.4% increase compared to the same quarter in 2025 and a 12.1% rise from the preceding quarter (Q2'26).
Profit Before Tax (PBT) before exceptional items for Q3'26 stood at ₹4,970 million (₹497 crore), up by 20.4% year-on-year. The PBT margin for the quarter was 16.5%, slightly lower than the 17.5% in Q3'25 and 16.9% in Q2'26. Net Profit for the quarter was ₹3,704 million (₹370.4 crore), with a net profit margin of 12.3%.
During the first nine months of 2026 (January-September), revenue from operations reached ₹81,942 million (₹8,194.2 crore), an increase of 21.4% over the corresponding period in 2025. PBT (before exceptional items) for the nine-month period was ₹13,752 million (₹1,375.2 crore), a 17.9% rise year-on-year. The PBT margin for this period was 16.8%, compared to 17.3% in the same period of 2025. Net profit for the nine months amounted to ₹10,268 million (₹1,026.8 crore), with a net profit margin of 12.5%, down from 12.9% in the previous year.
Mr. Harsha Kadam, Managing Director and CEO, commented that the strong performance was driven by robust demand from the automotive sector and better-than-expected industrial output. Both intercompany exports and the domestic business achieved double-digit growth. He noted that earnings quality was marginally affected by rising input costs and a weakening INR, but mitigation measures helped manage the impact. The company anticipates delivering value to stakeholders, supported by its order book and ongoing capex framework.
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