Q4 2025 Schaeffler India Ltd Earnings Call Transcript
Key Points
- Schaeffler India Ltd (BOM:505790) reported a strong revenue growth of 26.9% year-on-year for Q4 2025, closing at INR 2,643 crore.
- The company achieved a significant EBITDA margin improvement, reaching 19.6% for the year, up from 18.5% in the previous year.
- Schaeffler India Ltd received multiple awards for excellence in performance and corporate social responsibility, highlighting its commitment to quality and social impact.
- The company has successfully increased its localization content to 78%, focusing on spherical roller bearings, which enhances its competitive edge.
- Schaeffler India Ltd's export business showed strong growth, particularly in Europe and Asia Pacific, contributing significantly to the overall performance.
- The company faced increased other expenses in Q4, attributed to timing of certain costs, which impacted the financials.
- There is rising competitive intensity in the industrial segment, particularly in bearings, due to increased localization within the industry.
- The integration of Vitesco is still in progress, and while there are new business wins, the full benefits are yet to be realized.
- Schaeffler India Ltd's KRSV subsidiary reported widened losses, with a focus on infrastructure setup impacting profitability.
- The company moderated its CapEx in 2025, which could potentially impact future growth if capacity constraints arise due to high utilization rates.
Good morning, ladies and gentlemen, and welcome to the Schaeffler India Q4 CY25 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Ms. Gauri Kanikar. Thank you, and over to you, ma'am.
Thank you. Hello, and welcome to Schaeffler India Limited Earnings Conference Call for the fourth quarter and 12 months ended December 30, 2025. We have with us from the management today, our Managing Director and Chief Executive Officer, Mr. Harsha Kadam; and our Director of Finance and Chief Financial Officer; Ms. Hardevi Vazirani. Mr. Kadam will first take us through a short presentation of the results, after which, we will open the floor for questions. Thank you, and over to you, Mr. Kadam.
Thank you, Gauri, and good morning to all of you. A warm welcome to this earnings call. I have
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