Schaeffler India (SCHAEFFLER) had a P/E of 41.9× on 6 Nov 2026, above the industry P/E of 25.6×, and the shares are 21% below their 52-week high. Sales and net profit grew 12% and 9.4% a year over 3 years; its ROCE of 26% is the highest among the 7 largest Auto Parts peers. It carries very little debt, and its dividend yield is 1.0%. It is a mid-cap company with a market cap of ₹55,014 Cr, ranked 5th of 140 Auto Parts companies by market cap; the shares fell 14% over the past year.
- ₹3,550.00
- ₹3,550.60
- ₹3,466.80
- ₹3,561.40
- 60K
Health check
- ReturnsBehind
−13.9% over a year, better than 1 of 7 peers.
- Price tagPricier
P/E 41.9 vs industry 25.6.
- GrowthSlow
Sales +12.3%, profit +9.4% a year over 3 years.
- ProfitabilityStrong
ROCE 25.7% vs peer median 15.6%.
- Balance sheetSolid
Practically debt-free, Piotroski 7 of 9.
- Red flags1 to check
P/E of 41.9 against an industry P/E of 25.6.
Mid cap
Market sensitivity
Key metrics
- Market cap
- ₹55,014 Cr
- Mid cap
- P/E
- 41.9
- Industry 25.6
- Price to book
- 8.97
- Peers 4.87
- Dividend yield
- 0.98%
- ROE
- 20.2%
- Peers 12.3%
- ROCE
- 25.7%
- Peers 15.6%
- Debt to equity
- 0.01
- Debt ₹48 Cr
- EPS (TTM)
- ₹84.00
- Face value ₹2
- OPM (TTM)
- 17.9%
- Net margin 11.8%
- Sales growth
- +26.9%
- Latest quarter vs a year ago
- Profit growth
- +20.5%
- Latest quarter vs a year ago
- Price to sales
- 4.93
- EV/EBITDA 26.8
Strengths and risks
Strengths
- Return on equity of 20.2%.
- Return on capital employed of 25.7%.
- Practically debt-free.
- Quarterly profit up 20.5% on a year ago.
- Quarterly sales up 26.9% on a year ago.
Risks to check
- P/E of 41.9 against an industry P/E of 25.6.
About Schaeffler India
Schaeffler India Limited engages in the development, manufacture, and distribution of high-precision roller and ball bearings, and related components in India and internationally. The company operates in two segments, Mobility Components and Related Solutions; and Others. It offers ball, plain, and roller bearings; linear guidance systems; cylindrical, spherical, needle, and tapered roller bearings; mounting and dismounting products; and lubrication,…
- Headquarters
- Pune
- Employees
- 3,120
- Sector
- Consumer Cyclical
- ISIN
- INE513A01022
- Website
- schaeffler.co.in
Price range
- Avg volume (3M)
- 63.8K
- 1-year return
- minus 13.9%
- From 52-week high
- minus 21.2%
Analyst consensus
Peers · Auto Parts
| Company | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOTHERSONSamvardhana Motherson International | 158.55 | minus 5.62% | 1,68,549 | 35.4 | 3.70 | 11.5% | 10.2% | 9.6% | 17.1% | 37.2% | 0.30% | plus 60.8% |
| BOSCHLTDBosch | 50,700.00 | minus 3.38% | 1,49,545 | 63.3 | 10.07 | 24.2% | 19.4% | 13.4% | 10.3% | 24.8% | 0.51% | plus 38.6% |
| UNOMINDAUNO Minda | 1,326.00 | minus 0.67% | 76,572 | 58.1 | 11.21 | 20.5% | 19.1% | 11.0% | 20.5% | 22.3% | 0.22% | plus 6.6% |
| SONACOMSSona BLW Precision Forgings | 900.00 | minus 1.67% | 56,266 | 75.0 | 8.75 | 13.2% | 11.9% | 23.2% | 18.8% | 17.4% | 0.39% | plus 89.2% |
| SCHAEFFLERSchaeffler India | 3,519.70 | minus 1.17% | 55,014 | 41.9 | 8.97 | 25.7% | 20.2% | 17.9% | 12.3% | 9.4% | 0.98% | minus 13.9% |
| MRFMRF | 1,25,295.00 | minus 0.50% | 53,139 | 22.0 | 2.53 | 15.6% | 12.3% | 15.1% | 10.6% | 46.7% | 0.19% | minus 20.3% |
| BALKRISINDBalkrishna Industries | 2,410.00 | plus 0.34% | 46,589 | 32.7 | 4.25 | 13.8% | 11.6% | 21.3% | 3.6% | 5.5% | 0.71% | plus 1.6% |
| ENDURANCEEndurance Technologies | 2,501.90 | minus 0.70% | 35,192 | 34.6 | 4.87 | 16.3% | 15.1% | 12.7% | 18.2% | 25.7% | 0.46% | minus 13.2% |
| Median of 7 peers | – | −0.70% | 56,266 | 35.4 | 4.87 | 15.6% | 12.3% | 13.4% | 17.1% | 24.8% | 0.39% | 6.6% |
Quarterly results
| ₹ Cr | Jun 25 | Dec 25 | Mar 26 | Jun 26 | Sep 26 |
|---|---|---|---|---|---|
| 2,353 | 2,724 | 2,586 | 2,761 | 3,089 | |
| 1,922 | 2,240 | 2,107 | 2,262 | 2,553 | |
| 430 | 484 | 478 | 499 | 537 | |
| 18.3% | 17.8% | 18.5% | 18.1% | 17.4% | |
| 43 | 43.3 | 42.3 | 36.7 | 32.9 | |
| 1.1 | 1.6 | 1.2 | 1.4 | 1.2 | |
| 80.7 | 92 | 90.5 | 91.1 | 93.8 | |
| 391 | 434 | 429 | 443 | 475 | |
| 26.6% | 25.7% | 26.3% | 26.5% | 26.5% | |
| 287 | 322 | 316 | 326 | 349 | |
| 18.40 | 20.60 | 20.20 | 20.80 | 22.30 |
Profit & loss
- Sales CAGR 3Y
- +12.3%
- Profit CAGR 3Y
- +9.4%
- EPS CAGR 3Y
- +9.3%
- ROE
- 20.2%
| ₹ Cr | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| 6,742 | 7,132 | 8,115 | 9,550 | |
| – | +5.8% | +13.8% | +17.7% | |
| 5,442 | 5,806 | 6,669 | 7,784 | |
| 1,300 | 1,326 | 1,446 | 1,766 | |
| 19.3% | 18.6% | 17.8% | 18.5% | |
| 73 | 116 | 117 | 147 | |
| 3.1 | 3 | 3.5 | 4 | |
| 206 | 223 | 282 | 344 | |
| 13.8 | −2.2 | 0.2 | −3.1 | |
| 1,177 | 1,214 | 1,278 | 1,562 | |
| 25.3% | 25.9% | 26.5% | 26.4% | |
| 879 | 899 | 939 | 1,150 | |
| – | +2.3% | +4.4% | +22.5% | |
| 56.30 | 57.50 | 60.10 | 73.60 |
Forecast
Balance sheet
| ₹ Cr | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| 31.3 | 31.3 | 31.3 | 31.3 | |
| 4,255 | 4,774 | 5,303 | 6,017 | |
| 57.4 | 51.1 | 55.5 | 54.7 | |
| 1,383 | 1,410 | 1,493 | 2,110 | |
| 5,727 | 6,267 | 6,883 | 8,213 | |
| 1,428 | 1,822 | 2,299 | 2,422 | |
| 306 | 542 | 481 | 369 | |
| 103 | 0.5 | 0.5 | 0 | |
| 1,513 | 1,562 | 1,333 | 1,828 | |
| 2,377 | 2,341 | 2,770 | 3,593 | |
| 5,727 | 6,267 | 6,883 | 8,213 |
Cash flow
| ₹ Cr | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| 751 | 884 | 840 | 1,290 | |
| −535 | −595 | −24.6 | −341 | |
| −257 | −386 | −421 | −449 | |
| −41 | −96.6 | 394 | 500 | |
| −483 | −520 | −744 | −464 | |
| 267 | 364 | 95.9 | 826 | |
| −250 | −375 | −406 | −438 |
Shareholding pattern
NSE hasn’t returned a shareholding pattern for this company. Institutions hold about 18.6% (Yahoo estimate).
Major shareholders
Filings & events
News
No recent news coverage found.