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Swing Capital

Schaeffler India Ltd

NSE: SCHAEFFLER BSE: 505790

Schaeffler India Ltd is engaged in the development, manufacturing and distribution of high-precision roller and ball bearings, engine systems and transmission components, chassis applications, clutch systems and related machine building manufacturing activities.[1]

₹3,974
52W: ₹3518 — ₹4468
PE 49.7 · Book ₹393 · +911% vs book
Market Cap₹62,118 Cr
Stock P/E49.7Price to Earnings
ROCE27.9%Return on Capital
ROE20.8%Return on Equity
Div. Yield0.86%Face Value ₹2

Strengths

  • +Company is almost debt free.
  • +Company has been maintaining a healthy dividend payout of 45.1%

Weaknesses

  • −Stock is trading at 10.0 times its book value

Shareholding Pattern

Promoters74.13%
FIIs4.25%
DIIs16.32%
Public5.28%
CategoryJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters74.13%74.13%74.13%74.13%74.13%74.13%74.13%74.13%
FIIs5.73%5.14%▼0.64.72%▼0.44.49%▼0.24.57%▲0.14.46%▼0.14.45%▼0.04.25%▼0.2
DIIs14.74%15.17%▲0.415.6%▲0.416.03%▲0.415.97%▼0.116.13%▲0.216.11%▼0.016.32%▲0.2
Public5.39%5.55%▲0.25.51%▼0.05.32%▼0.25.31%▼0.05.24%▼0.15.3%▲0.15.28%▼0.0

Financial Statements

MetricDec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales1,8551,8492,0722,0732,0822,1102,2822,3602,6432,507
Expenses1,5271,5141,6921,6971,7051,7091,8511,8932,1542,039
Operating Profit328335380375378401431467489468
OPM %18%18%18%18%18%19%19%20%18%19%
Net Profit217228254247249265296307328320
EPS ₹13.9114.5716.2215.8115.9516.9818.9519.6220.9820.45

AI Insights

Revenue Trend

TTM revenue at ₹9,792Cr, up 4.2% YoY. OPM at 19%.

Debt Position

Borrowings at ₹39Cr. Debt-to-equity ratio: 0.01x. Healthy balance sheet.

Capex Cycle

CWIP at ₹334Cr (16% of fixed assets). Moderate ongoing capital expenditure.

Institutional Flow

DIIs: 16.32% (+0.45pp change). FIIs: 4.25% (+0.21pp change). Promoters hold 74.13%.

Margin & Efficiency

ROCE improving from 22% (Dec 2014) to 28% (Dec 2025). Working capital days: 60.

Valuation

PE 49.7x with 27.9% ROCE. Price is 911% above book value of ₹393. Dividend yield: 0.86%.

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