Schaeffler India stock: Q3 revenue rises 27.4%

Schaeffler India reported stronger September-quarter operations, with revenue reaching INR 3,005.8 crore in Q3 CY2026. The figures and management commentary were reviewed by Multibagg AI Research Desk in a report published on November 1, 2026.

Revenue growth broadens operating momentum

Revenue increased 27.4% from the year-earlier quarter and 12.1% sequentially. EBITDA stood at INR 561.7 crore, while profit after tax reached INR 370.4 crore.

The company linked the quarter's momentum to strong automotive volume growth and export expansion. It also cited continued discipline in capital expenditure as part of its operating focus.

Costs and working capital remain watchpoints

The investor presentation identified input costs and fuel prices as sources of margin pressure. Schaeffler India also pointed to higher working capital, without quantifying the effect of either issue in the cited disclosure.

That combination leaves investors weighing strong reported sales and profitability against the cash and cost demands of expansion. Export growth also requires careful interpretation because the company has indicated that quarterly export levels can be influenced by industrial orders and intercompany billing patterns.

Investor meetings completed

Schaeffler India scheduled one-on-one meetings with institutional investors from November 2 through November 5, 2026. The company said the discussions were not intended to include unpublished price-sensitive information, and that the related presentation would be available through its website and the exchanges.