Revenue distribution by sectors:

• Automotive industry: approx. 55%
• Industrial applications: approx. 30%
• Aftermarket: approx. 15%

TOP 3 markets and their percentage shares:

• India: approx. 60%
• Germany: approx. 15%
• USA: approx. 10%

Schaeffler India Limited generates the majority of its revenue from the automotive industry, followed by industrial applications and the aftermarket. The Indian market is the company's largest single market, attributed to its strong local presence and the growing demand for automotive components. Germany and the USA are also significant markets benefiting from the company's global reach and international partnerships.

Production sites of Schaeffler India Limited:

1. Vadodara, Gujarat
2. Pune, Maharashtra
3. Hosur, Tamil Nadu

Schaeffler India Limited operates multiple production facilities in India, strategically located in different states. These sites enable the company to manufacture a wide range of products serving both the domestic market and exports. The plants are equipped with modern technologies to ensure Schaeffler's high quality standards.

Strategy for Future Growth:

1. Diversification of the Product Portfolio: Schaeffler India Limited plans to diversify its product portfolio to tap into new markets and reduce dependence on existing markets. This includes the introduction of new technologies and products, especially in the field of electromobility and Industry 4.0.

2. Investments in Research and Development: The company is increasing its investments in research and development to develop innovative solutions that meet current market requirements. The focus is on developing sustainable and energy-efficient products.

3. Strengthening Production Capacities: Schaeffler India Limited is expanding its production capacities to meet the growing demand. This includes expanding existing plants and establishing new production facilities.

4. Sustainability Initiatives: Another strategic focus is on implementing sustainability initiatives. The company is committed to environmentally friendly production processes and reducing its carbon footprint.

5. Digitalization and Automation: The digitalization of business processes and the automation of production processes are central elements of the growth strategy. This is intended to increase efficiency and enhance competitiveness.

These strategic measures aim to position Schaeffler India Limited strongly for future growth while responding to global trends and challenges.

Main raw materials: Steel, Aluminum, Plastics
Main importing countries: Germany, China, Japan

Schaeffler India Limited imports a variety of raw materials needed for the production of precision bearings and automotive components. The most important raw material is steel, which is sourced in large quantities from Germany to ensure high quality standards.

In addition, the company imports aluminum and plastics, mainly from China and Japan. These materials are crucial for the production of lightweight and efficient components that are in high demand in the automotive industry.

By diversifying its sources of supply, Schaeffler India ensures that it always has access to the required materials while minimizing the risks of supply chain disruptions.

Market Share: Estimated 15-20% in the Indian automotive supplier market (2025)

EBIT Margin: 11.5% (2024)

Research & Development (R&D) Expenses: 5% of revenue (2024)

Schaeffler India Limited has a significant competitive advantage in the Indian market, especially due to its strong position as an automotive supplier. With an estimated market share of 15-20%, the company is among the leading providers in the industry. This enables Schaeffler India to benefit from economies of scale and optimize its cost structure.

The EBIT margin of 11.5% in 2024 indicates that the company operates efficiently and is able to generate solid profits. This margin is an indicator of operational strength and the ability to compete against rivals.

Another key competitive advantage is the continuous investment in research and development, accounting for approximately 5% of revenue. These investments secure the company's innovative capacity and enable the development of new technologies and products that meet the evolving demands of the automotive industry.

In summary, Schaeffler India Limited possesses a strong competitive advantage in the Indian market through its market position, operational efficiency, and innovation capabilities.

Institutional Investor Share: 18.5% (2025, estimated) Insider Buys/Sells: No significant changes (2025, estimated)

The institutional investor share in Schaeffler India Limited is estimated to be around 18.5%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company's management.

Regarding insider buys or sells, there are no significant changes or notable transactions in 2025. This could indicate that the management has confidence in the current corporate strategy and market position.

Market share of Schaeffler India Limited: Estimated 8% (2025)

Top competitors and their market shares:

1. SKF India Limited: 12%
2. NRB Bearings Limited: 10%
3. Timken India Limited: 9%
4. Schaeffler India Limited: 8%
5. ABC Bearings Limited: 7%
6. FAG Bearings India Limited: 6%
7. NSK India: 5%
8. JTEKT India: 4%
9. NBC Bearings: 3%
10. Others: 36%

Moat of Schaeffler India Limited:

Schaeffler India Limited has a moderate moat, mainly attributed to its strong brand, technological innovations, and wide product portfolio. The company benefits from the global presence and technological resources of the Schaeffler Group, giving it an advantage in product development and quality.

Compared to competitors, SKF India Limited has a stronger moat due to its comprehensive distribution network and wider product variety. Timken India Limited is also well-positioned, especially in specialized bearings and services.

NRB Bearings Limited has made a name for itself with specialized products and customized solutions, providing a certain competitive advantage. Overall, the market is fiercely competitive, and while Schaeffler India Limited has some advantages, the differences in the moats of the leading companies are not significantly large.

Revenue Growth: 10.5% (2024) EBITDA Margin: 18.2% (2024) Research & Development (R&D) Expenses: 5.8% of revenue (2024)

Schaeffler India Limited recorded a revenue growth of 10.5% in 2024, driven by strong demand in the automotive and industrial supply sectors. The EBITDA margin of 18.2% demonstrates the company's solid operational efficiency and profitability.

The company continues to invest heavily in research and development, with expenses accounting for 5.8% of revenue. This indicates a strategic focus on securing long-term growth through innovation and technological advancements.

In summary, Schaeffler India Limited exhibits positive financial metrics and a forward-looking strategy, making it a potentially attractive investment. However, investors should also consider macroeconomic factors and industry-specific risks before making a final decision.

Dividend Yield: 1.8% (2024)

Dividend History: Continuous payout over the last five years

Schaeffler India Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield for the year 2024 was approximately 1.8%. This indicates a reliable payout policy supported by the company's stable financial performance.

The company has a strong balance sheet and demonstrates consistent profitability, suggesting that it can sustain its dividend policy in the future as well. Analysts view Schaeffler India's dividend policy as sustainable as long as the company maintains its operational efficiency and market position.