Schaeffler India Limited (SCHAEFFLER) Q1 Results FY27 Preview: Date, Time, Expectations & Key Things To Watch

CompoundingAI Research Updated July 17, 2026 4 min read

Schaeffler India enters its Q1 FY 2026-27 results following a record-breaking quarter for domestic automotive dispatches and a robust capital goods environment. Investors will be looking for signs of margin recovery as the company navigates the recalibration of its industrial business and persistent freight headwinds from the Red Sea crisis.

Quick Details

Results date	July 22, 2026
Quarter	Q1 FY 2026-2027
Previous quarter revenue	Rs. 2,507.0 Cr
Previous quarter PAT	Rs. 319.7 Cr
Previous quarter EBITDA margin	19.3%
Market cap	Rs. 64,869.15 Cr
CMP	Rs. 4,150.2

Schaeffler India Limited Q1 Results Date and Time

The board meeting is scheduled for July 22, 2026, to consider the unaudited financial results for the quarter and half-year ended June 30, 2026.

The earnings conference call is scheduled for July 23, 2026, at 10:30 IST, with MD & CEO Harsha Kadam and CFO Hardevi Vazirani representing the company.

What to expect from Schaeffler India Limited's Q1 FY27 results

Revenue growth is likely to remain strong in the 20–25% YoY range, supported by record-breaking SIAM PV and 2W dispatch data that saw PV volumes grow 25.9% YoY during the quarter. While the Bearings & Industrial Solutions segment faced a 14.3% sequential decline in the previous quarter due to product recalibration, the 16% YoY growth in the IIP Capital Goods index for April suggests a potential stabilization in industrial demand. Export growth, which surged 32.5% YoY in the prior quarter, is expected to face some moderation due to a high base and ongoing macro uncertainty in Europe, though the ~2% depreciation of the rupee provides a partial tailwind. Management's focus remains on maintaining EBITDA margins through localization benefits, which reached 80% in the previous quarter, even as freight costs remain elevated due to the 10–14 day transit delays caused by the Red Sea shipping crisis.

Key Things To Watch

Performance vs Guidance Tracking

Double-digit growth — Medium term — On track with Q1'26 revenue +18.8% YoY
Export growth CY 2026 — Minimum 10% — Ahead with Q1'26 exports +32.5% YoY
Capex CY 2026 — Rs. 400-500 Cr — Watch as Q1'26 spend was Rs. 78.8 Cr
Localization target — 80% — Achieved in Q1'26

Bearings & Industrial Solutions trajectory

Monitor if the -14.3% sequential decline in Q1 CY2026 has bottomed out following product recalibration
Assess if the strong 16% YoY IIP Capital Goods print has translated into improved order flow

Capex and Shoolagiri ramp-up

Deployment of remaining Rs. 321-421 Cr of the CY 2026 capex budget over the next nine months
Status of the second hall planning at the Shoolagiri greenfield plant

Risks and headwinds to monitor

Red Sea shipping crisis impact on freight costs and e-axle supply chain lead times
Batch-to-batch quality variation in high-grade chrome steel sourced from local suppliers

Frequently Asked Questions

What is the status of Schaeffler India's export growth for CY 2026?

Management initially guided for 5-10% growth, but the outlook was upgraded after exports grew 32.5% YoY in the previous quarter. The company continues to use exports as a strategy to fill idle capacity after prioritizing local demand.

When does the company expect the Koovers subsidiary to reach breakeven?

Management expects the subsidiary to reach breakeven in 2027, which marks the fourth or fifth year since the acquisition. In the previous quarter, the subsidiary reported a negative EBITDA margin of -14.7%.

How is the company managing the impact of raw material cost fluctuations?

The company utilizes a price excellence strategy to pass on input costs, though this operates with a 6-18 month lag. Management is also increasing localization, which reached 80% in the previous quarter, to offset margin headwinds.

Is Schaeffler India on track with its previously stated capex guidance?

The company has guided for a total capex of Rs. 400-500 crore for CY 2026. As of the previous quarter, Rs. 78.8 crore had been deployed, leaving the majority of the planned investment for the remaining three quarters.