SCHAEFFLER

What Schaeffler India promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 10 tracked 2 delivered 1 missed 7 open
  • Localization Rate delivered said Q1 FY26 Promised: Maintain 78%-79% Q1 FY27: While no new figure was provided, management confirmed continued focus on localization to improve cost competitiveness: 'Can we localize the products more is something else that we are looking at.'
  • Dividend Payout Ratio delivered said Q3 FY26 Promised: 30% to 50% of the net income. Q1 FY27: No mention of dividend payout policy, which is typical for an interim quarterly report as it is an annual policy.
  • KRSV (Koovers) Breakeven delayed said Q2 FY26 Promised: Breakeven likely in 2027. Q1 FY27: Management has revised the breakeven timeline for KRSV significantly, pushing it out to 2029. Q: 'And by when do you expect this to breakeven on EBITDA and cash flow level?' A: '2029.'

The rest of the ledger

Above is what the last two calls moved. Pro opens all 10 tracked commitments for Schaeffler India — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens