Schaeffler India is reporting sustained growth momentum, with export demand playing a pivotal role in its latest financial performance. The automotive component maker posted impressive results for the quarter and full year ending December 31, 2025, underlining the impact of strong global demand on its business.
The company’s Q4 CY25 revenue rose sharply, while exports — including shipments to sister concerns abroad — expanded robustly. In the fourth quarter, export volumes jumped nearly 49% year‑on‑year, raising their share of total revenue to 15% from 12% a year earlier. This uptick was supported by a comparatively weak rupee, which enhanced Schaeffler India’s competitiveness in overseas markets.
Overall, full‑year exports recorded a stellar growth rate of about 33% in 2025, even as management forecasts a more moderate 5–10% expansion in 2026 due to a high base and softer global demand conditions.
Domestic performance remained strong as well, with the automotive technologies segment seeing solid demand, particularly after the recent goods and services tax cut. After‑sales and electric‑vehicle components such as e‑axles also contributed to the revenue mix.
Strong topline gains translated into positive financial results: the company declared a dividend of INR 35 per share and reported continued double‑digit revenue increases backed by both domestic and export segments.
On the stock market front, Schaeffler India’s shares climbed to fresh highs, reflecting investor confidence in its growth trajectory.
Industry analysts say that Schaeffler’s export performance highlights India’s growing role in the global auto‑components supply chain, even as broader export volumes from the country’s engineering and auto sectors continue to expand.
