Revenue distribution by sectors:

• Automotive business: approx. 60%
• Industrial business: approx. 30%
• Aftermarket business: approx. 10%

TOP 3 markets and their percentage shares:

• Europe: approx. 45%
• Asia/Pacific: approx. 30%
• North America: approx. 20%

Schaeffler AG generates the majority of its revenue from the automotive business, which includes both original equipment and the aftermarket. The industrial sector also contributes significantly to revenue, especially through products for mechanical engineering and energy generation.

In terms of geographical distribution, Europe is the largest market, followed by the Asia/Pacific region, benefiting from strong demand in countries like China and India. North America is the third-largest market, with the automotive sector playing a key role here.

Production Sites:

• Germany: Several plants, including Herzogenaurach (headquarters), Schweinfurt, and Bühl.
• Europe: Plants in France, Spain, Great Britain, Hungary, and Romania.
• Asia: Production facilities in China, India, South Korea, and Japan.
• America: Plants in the USA, Mexico, and Brazil.

Schaeffler AG is a globally operating company that maintains a variety of production sites worldwide. These sites are strategically located to efficiently serve both the automotive and industrial sectors. In Germany, the main production facilities are known for the development and manufacturing of precision components and systems.

In Europe and Asia, Schaeffler has expanded its presence through several plants to meet local market demands and optimize supply chains. Particularly in China and India, the company has expanded its capacities in recent years to benefit from the growing markets.

In America, Schaeffler focuses on producing components for the automotive sector, with plants in the USA and Mexico playing a key role.

Revenue Growth: Estimated 4-6% annually (2025-2027, based on industry trends)

Investments in E-Mobility: Over 500 million euros (2023-2025)

Digitalization and Automation: Increase in investments by 20% (2024)

Schaeffler AG is pursuing a multi-track growth strategy focusing on strengthening its position in E-mobility, digitalization, and automation. The company is investing significantly in developing technologies for electric vehicles to benefit from the global shift towards sustainable mobility.

Additionally, Schaeffler places great emphasis on digitizing its production processes to enhance efficiency and productivity. This includes leveraging Industry 4.0 technologies to increase automation in its plants.

Another strategic focus is on diversifying its product portfolio to tap into new markets and deepen existing customer relationships. These measures are intended to make the company more resilient to economic fluctuations and ensure long-term growth.

Main raw materials: Steel, aluminum, plastics

Countries of origin: Germany, China, USA, Brazil

Schaeffler AG, as a leading automotive and industrial supplier, imports a variety of raw materials to manufacture their products. The most important materials include steel, aluminum, and various plastics.

Germany is a significant supplier of high-quality steel, while aluminum is often imported from China and the USA. Plastics and other special materials are also sourced from various countries, with Brazil playing a role in certain raw materials.

This diversification of supply chains helps Schaeffler ensure supply security and respond flexibly to global market changes.

Market share in the automotive sector: 12% (2024, estimate)
R&D expenses as a percentage of revenue: 6.8% (2024)
EBIT margin: 9.5% (2024)

Schaeffler AG has a significant competitive advantage stemming from its strong position in the automotive sector. With an estimated market share of 12% in 2024, the company is a major player in the industry. This is supported by continuous investments in research and development, accounting for 6.8% of revenue. These investments enable Schaeffler to develop innovative products and adapt to rapidly changing market conditions.

The EBIT margin of 9.5% indicates that Schaeffler is able to operate efficiently and remain profitable, further signaling a strong competitive advantage. The ability to control costs while still investing in key areas such as R&D positions the company well compared to its competitors.

Additionally, Schaeffler benefits from a diversified product range and a global presence, allowing the company to capitalize on various regional markets and sectors. Together, these factors give Schaeffler a sustainable competitive edge in the industry.

Institutional Investor Share: Approximately 60% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share at Schaeffler AG traditionally stands at around 60%, indicating the trust of large investors in the company's long-term strategy. These investors include pension funds, investment funds, and other institutional investors who are interested in the stability and growth prospects of Schaeffler.

Regarding insider transactions, there were no significant buys or sells in the last quarter, suggesting that the management and other insiders currently do not anticipate any major changes in the company's valuation. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Schaeffler AG: Estimate 5-7% (2025, based on historical data and market trends)

Top competitors and their market shares:

1. Robert Bosch GmbH: Estimate 15-20%
2. Continental AG: Estimate 10-12%
3. ZF Friedrichshafen AG: Estimate 8-10%
4. Valeo SA: Estimate 6-8%
5. Denso Corporation: Estimate 5-7%
6. Magna International Inc.: Estimate 4-6%
7. Aisin Seiki Co., Ltd.: Estimate 4-6%
8. BorgWarner Inc.: Estimate 3-5%
9. Faurecia SA: Estimate 3-5%
10. Lear Corporation: Estimate 2-4%

Moat of Schaeffler AG:

Schaeffler AG has a moderate moat, mainly stemming from its strong innovation capabilities, close collaboration with automotive manufacturers, and a wide product portfolio. Their long-standing experience and technical expertise in the field of bearings and automotive components strengthen their market position.

However, compared to competitors, Schaeffler has a less pronounced moat than companies like Bosch or Continental, which have larger financial resources and a broader product range. These companies also benefit from a stronger global presence and a diversified customer base, giving them a significant competitive advantage.

In summary, Schaeffler has a solid but not outstanding moat compared to some of its larger competitors. Competition in the automotive supplier industry is intense, and the ability to innovate and form strategic partnerships is crucial for maintaining and expanding market share.

Revenue Growth: 8% (2024)
EBIT Margin: 9.5% (2024)
R&D Expenses: 7% of revenue (2024)

In 2024, Schaeffler AG achieved a revenue growth of 8%, driven by strong demand in the automotive and industrial applications sectors. The EBIT margin of 9.5% indicates that the company operates efficiently and manages its costs well.

Another positive aspect is the high proportion of research and development spending as a percentage of revenue, which stands at 7%. This suggests that Schaeffler is investing in innovations to strengthen its market position and secure future growth.

Additionally, the company has launched strategic initiatives to expand its presence in the areas of e-mobility and digitalization. These initiatives could lead to a stronger market position and higher profits in the long term.

Overall, Schaeffler demonstrates positive fundamental data and strategic directions that offer the potential for a good investment. However, investors should also consider general market conditions and specific risks in the automotive and industrial sectors.

Dividend Yield: 3.5% (2024, estimated)
Payout Ratio: 40% (2024, estimated)

Schaeffler AG has pursued a consistent dividend policy in recent years, with the payout ratio typically ranging from 30% to 40% of net profit. This suggests that the company aims to return a portion of its profits to shareholders while retaining sufficient funds for investments and growth.

The dividend yield of approximately 3.5% in 2024 is competitive compared to other companies in the industry. Schaeffler has demonstrated in the past its ability to pay dividends even in economically challenging times, indicating a certain level of reliability.

The company's financial stability and its ability to generate profits continuously support the sustainability of dividend payments. Analysts expect that Schaeffler will maintain its dividend policy in the coming years, barring significant economic or internal challenges.