Q1 2026 Schaeffler India Ltd Earnings Call Transcript
Key Points
- Schaeffler India Ltd (BOM:505790) received six awards from prestigious customers, highlighting strong customer engagement and product excellence.
- The company reported a robust year-on-year revenue growth of 18.8% for Q1 2026, driven by strong performance in the automotive sector.
- Exports showed a significant increase of 32.5% compared to the previous year, indicating strong demand from international markets.
- The company achieved an EBITDA margin of 19.3%, reflecting effective cost management and operational efficiency.
- Schaeffler India Ltd (BOM:505790) has increased its localization levels to 80%, enhancing its competitiveness and reducing dependency on imports.
- There was a quarter-on-quarter revenue decline of 5.1%, attributed to market liquidity issues and sector-specific demand fluctuations.
- The company faced supply chain challenges due to geopolitical tensions in the Middle East, impacting input costs and logistics.
- The industrial bearings segment experienced a slowdown, partly due to competitive pressures and recalibration efforts.
- There is a noted liquidity crunch in the market, affecting cash flows and demand in certain sectors, particularly in the industrial aftermarket.
- The profit after tax showed a marginal decline compared to the preceding quarter, despite year-on-year growth.
Ladies and gentlemen, good morning, and welcome to the Schaeffler India Limited Q1 CY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I will now hand the conference over to Ms. Gauri Kanikar for opening remarks. Thank you, and over to you.
Thank you. Good morning, everyone, and welcome to Schaeffler India Limited's earnings conference call for the first quarter ended March 31, 2026.
Today, we have with us from management, Mr. Harsha Kadam, our Managing Director and Chief Executive Officer; and Ms. Hardevi Vazirani, our Director of Finance and Chief Financial Officer. Mr. Kadam will first take us through a short presentation on 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
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