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    Schaeffler India Limited

    Indian arm of Germany's Schaeffler Group; makes bearings, powertrain & mobility components for auto and industry.

    Automobile and Auto Components
    Consumer Discretionary
    View SCHAEFFLER earnings calls
    ₹4,146.1
    +0.76% from avg

    Overview

    Price

    ₹4,146.1

    Market Cap

    ₹65.5k Cr

    Sector

    Automobile and Auto Components

    Consumer Discretionary

    Rank

    3

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26TTM
    LiabilitiesEquity Capital313131313131313131
    Reserves2.9k3.1k3.6k4.3k4.8k5.4k5.5k6.1k6.2k
    Borrowings06561575142393934
    Other Liabilities6839581.2k1.4k1.4k1.5k1.8k2.1k2.3k
    Total Liabilities3.6k4.2k4.9k5.7k6.3k6.9k7.3k8.3k8.6k
    AssetsFixed Assets8951.0k1.1k1.1k1.3k1.8k1.7k2.0k1.9k
    CWIP16616089249491449600334445
    Investments000014214213212291
    Other Assets2.6k3.0k3.7k4.4k4.4k4.5k4.9k5.8k6.1k
    Total Assets3.6k4.2k4.9k5.7k6.3k6.9k7.3k8.3k8.6k

    Valuation

    Assumptions

    Current — SCHAEFFLER
    Price
    ₹4,146
    EPS (TTM)
    ₹82.59
    PE (TTM)
    50.2
    Profit growth
    12.0%

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (54.0×) and current (50.2×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹4,146
    vs
    Fair value · 15% return
    ₹3,161
    24%Overvalued

    At 12% growth and a 50× exit, ₹4146 only delivers your return if you pay ₹3,161. The price is currently baking in 18% growth.

    EPS grows 12%/yr for 5 years, then fades to 6% over 2, exits at 50×.

    YearGrowthEPS (₹)
    FY2712.0%92.50
    FY2812.0%103.60
    FY2912.0%116.03
    FY3012.0%129.96
    FY3112.0%145.55
    FY329.0% ·fade158.65
    FY336.0% ·fade168.17

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

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