Q2 FY27 — 28 Sept 2026
Schaeffler India Limited Q2 FY27
This is the transcript of Schaeffler India's annual investor group meeting on 28 September 2026, a Q&A-only session that disclosed no quarterly revenue, EBITDA or PAT figures. The CFO said that, based on YTD June performance, revenue will cross ₹10,000 crores. Automotive (29-30% growth on GST 2.0 and BS-VI demand, plus a ~300% jump in e-axle demand) is growing faster than industrial. Within industrial, railways (13-14% of revenue) and wind are strong, but construction equipment and mining lag. The main pressures are West Asia-driven input costs (historically only ~70% recovered), INR weakness
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