Schaeffler India releases Q3 CY25 earnings call transcript, reports strong revenue and EBITDA
Schaeffler India released Q3 CY25 earnings transcript, reporting ₹2,360 crore revenue, 20% EBITDA margin, and ₹307 crore PAT. Achieved 79% localization and is optimistic on future growth.
The announcement includes detailed financial results for Q3 and nine months CY25, management commentary on performance, industry outlook, and future strategies. This information is critical for assessing the company's current health and future prospects.
The company reported robust Q3 CY25 results with strong revenue growth and achieved a significant milestone by breaching the 20% EBITDA margin. New business wins, increased localization, and management's positive outlook for Q4 CY25 contribute to a positive sentiment.
Schaeffler India Limited released the transcript of its Analyst/Investor Meet held on Monday, November 3, 2025, concerning its Q3 CY25 earnings. * Q3 CY25 Financial Highlights (standalone): * Total revenue: ₹2,360 crore, up 13.9% year-on-year and 3.4% quarter-on-quarter. * EBITDA margin: Breached 20%, reaching ₹476 crore, a 24% increase year-on-year. * Profit After Tax (PAT): ₹307 crore, up 24% year-on-year. * Localization content increased to 79%. * Free cash flow: ₹223 crore. * Nine-Month Period (CY25) Highlights: * Revenue growth: 12.7%. * EBITDA margin: 19.7%. * PAT margin: 12.9%. * Capex: ₹267 crore. * Segmental Performance (9 months CY25 vs. previous year): * Automotive Technologies: +18.7%. * Vehicle Lifetime Solutions: +10.6%. * Bearings and Industrial Solutions: +4.1%. * Intercompany and Exports: +27.5%. * Consolidated Results (Q3 CY25): * Total revenue: ₹2,434.6 crore (including KRSV Innovative Auto Solutions at ₹74.8 crore). * KRSV Innovative Auto Solutions (e-commerce platform) is still operating at a negative EBITDA of 14.7% and EBIT of 16.7%, with a clear plan to break even. * Business Highlights: * Received awards from Escorts Kubota for best quality products and TAFE for zero defect supplies. * Secured new business wins in automotive technology (clutches, dampers, hydraulic tensioners) and industrial solutions (slewing ring business, cylindrical/taper roller bearings, ball screws). * Launched a lubrication dispensing center as a new business model for aftermarket. * Introduced large-size spherical roller bearings with cast steel housing and accessories from its Savli plant. * Management Commentary & Outlook: * Management is optimistic about demand pickup in the automotive industry due to GST reforms in Q4 CY25. * The company's focus remains on leveraging existing investments and sweating assets for value generation. * Aims for continued double-digit business growth and improved operating margins, with a localization target to move towards 80%. * Relocation of a clutch manufacturing line from the UK to the Hosur plant is progressing, with 80% of output for domestic sales and the rest for export, expected to impact revenue towards late CY25/early CY26. * Automotive localization stands at 85-90%, while industrial localization is lower, with approximately 40% imports.
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