Schaeffler India Q4 Profit Jumps 36% on Robust Domestic and Export Demand, ₹35 Dividend Proposed

Schaeffler India has reported a strong set of numbers for the October–December 2025 quarter, with net profit rising 35.9% year-on-year to ₹322.3 crore, driven by healthy demand across domestic markets and intercompany export business. Quarterly revenue from operations increased 27.5% to ₹2,724 crore, while EBITDA grew 30.8% to ₹484.5 crore, taking the EBITDA margin to 17.8% versus 17.3% a year earlier.

Profit before tax (before exceptional items) came in at ₹445.5 crore for the quarter, up 31.5% year-on-year, with a PBT margin of 16.9% even after a negative 0.8 percentage point impact from additional employee benefit expenses linked to India’s new labour codes. For full-year 2025, revenue stood at ₹9,395.3 crore, a growth of 16.3%, while PBT before exceptional items rose 22.4% to ₹1,612 crore and net profit reached ₹1,196.2 crore, translating into a net margin of 12.7% versus 12.1% in 2024.

Backed by strong earnings and cash generation, the Board has recommended a dividend of ₹35 per equity share for 2025, up from ₹28 in the previous year, implying a payout ratio of about 46%. Managing Director and CEO Harsha Kadam said all key business segments recorded double-digit growth, with automotive technologies, vehicle lifetime solutions and industrial bearings benefiting from robust OEM and replacement demand as well as improved export traction.