Schaeffler India Q4 FY25 Results: Experts Applaud Strong Growth

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Schaeffler India Q4 FY25 Results: 16% Revenue Surge, Stock Jumps 8%

By S Jha

Mumbai, April 30, 2025 — Schaeffler India Ltd., a key player in automotive and industrial components, released its Q4 FY25 financial results, showcasing robust growth despite integration costs from its parent company’s merger with Vitesco Technologies.

Following the announcement of the Q4 results, shares of Schaeffler India Ltd were trading with gains of almost eight per cent. The stock was inviting strong buying interest on Wednesday.

Experts praised the company’s performance, highlighting its revenue surge and margin expansion, though some noted ongoing challenges. According to posts on X, Schaeffler India reported a 16.1% year-on-year revenue increase to ₹2,174.4 crore, up from ₹1,873.1 crore in Q4 FY24.

Net profit rose 14.5% to ₹251.6 crore from ₹219.7 crore, while EBITDA climbed 19.1% to ₹392.9 crore, with margins improving to 18.15% from 17.6%.

Vikas Sharma, a financial analyst, in a post on X, celebrated the results, posting: “Good #Q4Results from #SchaefflerIndia. Net Profit Up 14.5% at ₹251.6 Cr Vs ₹219.7 Cr (YoY). Revenue Up 16.1% at ₹2,174.4 Cr. EBITDA Up 19.1% at ₹392.9 Cr. Margin at 18.15 Vs 17.6% (YoY).”

Sharma’s post underscores the company’s ability to deliver strong financials amid a competitive market. Another analyst, Plus Trades provided a detailed breakdown, stating: “Schaeffler India Q4 FY25 Results — Strong Finish with Steady Outlook! Revenue: ₹2,174 Cr (+16% YoY | +2% QoQ). Net Profit: ₹251 Cr (+15% YoY | +6% QoQ). EBITDA: ₹392 Cr (+19% YoY). Margins: 18.05% vs 17.6% (YoY) & 17.36% (QoQ).”

The analyst also shared a CEO insight, noting a “solid” performance driven by automotive demand and operational efficiencies.

Performance Drivers and Challenges

The results reflect Schaeffler India’s strength in its automotive segment, particularly in electric vehicle (EV) components, which aligns with global electrification trends. The company’s industrial division also contributed to revenue growth, supported by demand for precision bearings.

However, the October 2024 merger between Schaeffler Group and Vitesco Technologies introduced integration costs, slightly tempering profit growth, as noted in the company’s press release.

Broader industry context suggests supply chain constraints, including semiconductor shortages, and rising raw material costs remain concerns. Schaeffler India’s ability to improve margins despite these headwinds was a key highlight for experts.

Market and Strategic Context

Schaeffler India’s Q4 performance builds on its Q3 FY24 results, which saw double-digit revenue growth driven by domestic and export markets. The company’s focus on EV components and Industry 4.0 solutions positions it well for future growth, especially as India’s automotive sector pivots toward sustainability.

The Vitesco merger is expected to enhance Schaeffler’s electrification portfolio, though full synergies are projected to materialize by FY26.

The company announced a dividend of ₹0.75 per share, signaling confidence in its financial health.

Schaeffler India’s management projects 5-8% revenue growth for FY26, banking on sustained automotive demand and merger-driven efficiencies. The company’s investments in smart manufacturing and green technologies were cited as long-term growth drivers in its earnings statement.

Experts like Sharma and Plus Trades expressed bullish sentiment on X, focusing on Schaeffler India’s operational resilience and margin gains. However, the lack of discussion on external risks, such as global supply chain volatility, suggests a need for cautious optimism. Investors will likely monitor Q1 FY26 results for signs of sustained momentum.

Disclaimer: This article makes no recommendation for buy or sell of shares of any company.

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