SCHAEFFLER

- CRISIL ESG Ratings & Analytics Limited assigned an independent ESG score of 67 to Schaeffler India Limited. - The rating was issued based on publicly available data and company disclosures without prior engagement or subscription by the company.

Current scenario - Q3 CY26 consolidated revenue stood at ₹3,089 crores, with overall steady demand driven by strong domestic automotive and industrial sectors. - EBITDA margin was reported at 17.7% and EBIT at 14.6% for the quarter, facing some pressure due to input cost volatility and West Asia crisis impacts. Changes in trends - Raw material inflation impacted gross margins; about 50% of the cost increase has been recovered, with negotiations underway for the remainder. - Working capital increased to around 19% of sales due to planned localization and inventory build-up in the e-mobility sector to meet unbudgeted demand spikes. - Exports showed robust growth (up 46.3% YoY), contributing 17% to total revenue, largely driven by the industrial bearings portfolio. Management Guidance & Outlook - Management remains confident about sustaining double-digit growth momentum year-on-year across domestic and export markets. - Full-year capex is expected to be around ₹500 crores, with ongoing expansion in Savli and Shoolagiri continuing into next year. - Promoters have expressed an intent to monetize a minor stake to bring holding down to around 67-68%, ensuring compliance and transparency. Capex - Q3 CY26 capex investment stood at ₹182 crores, reflecting commitment to future growth. - Capex for the upcoming years is expected to average close to current levels, though exact budgets are still under preparation.

- Schaeffler India Limited informed the exchanges about the opening of a special window for the transfer and dematerialization of physical securities. - The update was posted in compliance with the SEBI circular dated January 30, 2026. - Details were communicated to shareholders via the company's official social media channels.

Schaeffler India Limited submitted its Investor Presentation for November 2026, highlighting the company's global and domestic overview, strategic pillars across its divisions, sustainability milestones, and recent financial track record.

- Schaeffler India Limited has informed the exchanges about the availability of the audio recording for the Analyst/Investor Meet held on October 29, 2026. - The audio recording can be accessed on the company's official website.

Schaeffler India Limited submitted its Investor Presentation for Q3 and 9M 2026 under Regulation 30 of SEBI (LODR) Regulations, 2015. - Q3 2026 standalone revenue stood at ₹30,058 million, up 27.4% YoY. - EBITDA for Q3 2026 was ₹5,617 million with an EBITDA margin of 18.7%. - Profit After Tax (PAT) reported at ₹3,704 million (12.3% margin). - Presentation highlights positive macroeconomic trends, core sector performance, and business developments across segments.

Concall Schedule Concall Date: November 2, 2026 to November 5, 2026 Concall Time: Multiple slots starting from 9:00 AM IST

- Received GST demand order from CGST & Central Excise, Indore on October 22, 2026 for FY 2020-21 to 2023-24. - Penalty levied of INR 13,85,25,490/- related to GST rates on tractor parts and disallowance of excess Input Tax Credit (ITC). - Company stated no material impact on financials or operations and is filing an appeal.

- Q3 2026 Revenue from operations stood at ₹30,058 million, up 27.4% YoY. - Q3 2026 PBT was ₹4,970 million, an increase of 20.4% YoY, with a 16.5% PBT margin. - Net profit reached ₹3,704 million with a margin of 12.3%. - Growth driven by strong traction in automotive and industrial sectors.

- Board of Directors approved the appointment of Joshi Apte & Associates, Cost Accountants, as the Cost Auditors of the Company for FY 2026. - Approved Unaudited (Standalone and Consolidated) Financial Results for the quarter ended September 30, 2026. - Board meeting was held on October 27, 2026.

- Board approved Unaudited Financial Results (Standalone and Consolidated) for the quarter ended September 30, 2026. - Approved the appointment of Joshi Apte & Associates as Cost Auditors of the Company for FY 2026. - Financial tables were not enclosed in the text.

- Promoter Group of Schaeffler India Limited currently holds 74.13% stake in the company. - Promoter Group may consider monetizing a small part of its shareholding. - Promoter Group expressed strong intention to continue as the significant majority shareholder block, holding at least two-thirds of the outstanding shares.

- CEO & MD Mr. Harsha Gopal Kadam released from custody on bail after authorities dropped the non-bailable Section 105 BNS charge. - Bombay High Court stayed further investigation against Mr. Kadam and directed authorities not to file a chargesheet via an interim order dated October 23, 2026.

Concall Schedule Concall Date: October 29, 2026 Concall Time: 10:30 hrs. IST

Concall Schedule Concall Date: October 29, 2026 Concall Time: 10:30 hrs. IST

- Mr. Harsha Gopal Kadam, CEO & Managing Director of Schaeffler India Limited, was taken into custody by Talegaon MIDC Police on October 19, 2026. - The arrest is in connection with an investigation into a factory accident on June 9, 2026, involving a fatal CO2 gas discharge that caused two deaths. - The MD was detained in his capacity as the 'occupier' of the factory premises. - The company stated that business operations continue in the ordinary course under the senior management.

- Resignation of M/s. Y. S. Thakar & Co. as Cost Auditor of Schaeffler India Limited. - Resignation effective from October 8, 2026. - Reason for resignation is stated as preoccupancy.

Current scenario - Export mix stands at 50% Europe, 25% Southeast Asia, and remaining in China and Americas, with exports contributing 15% to 20% of revenue. - Localization rate is currently around 80% overall (90% for automotive, 65%-70% for industrial). - Demand remains strong, particularly in automotive driven by GST 2.0 and in industrial sectors like railways, wind energy, steel, and cement. Changes in trends - First-time car buyers have overtaken repeat buyers, indicating robust domestic automotive demand. - Hybrid technology is growing faster than pure EV and is projected to reach about 15% of the market by 2031, operating alongside ICE and EV portfolios. - Export of bearings back to China constitutes 13% of total exports, highlighting cost competitiveness. Management Guidance & Outlook - Management expects revenues to cross ₹10,000 crores based on YTD June performance. - The company is focusing on localized manufacturing and phased localization for e-axles (currently in Phase 2) while maintaining a strict book-to-bill ratio above one to ensure growth visibility. - Profitability in emerging tech like EVs and e-axles remains volume-dependent and will improve as economies of scale are achieved.

- Schaeffler India Limited informed the stock exchanges about the availability of the audio recording for the Investors group meeting held on September 28, 2026. - The audio recording has been made available on the company's official website under regulatory disclosures.

- Schaeffler India Limited announced the postal ballot voting results and scrutinizer's report for voting conducted from August 27, 2026, to September 25, 2026. - Mr. Christophe Hannequin was duly approved as a Non-Executive Non-Independent Director by ordinary resolution with 99.94% votes in favour. - Mr. Chetan Kumar Maini was duly approved as an Independent Director by special resolution with 100.00% votes in favour.

- Schaeffler India Limited conducted a Postal Ballot from August 27, 2026, to September 25, 2026. - Members approved the appointment of Mr. Christophe Hannequin as a Non-Executive Non-Independent Director via Ordinary Resolution. - Members approved the appointment of Mr. Chetan Kumar Maini as an Independent Director via Special Resolution.

- Schaeffler India Limited received an ESG Score of 65 from ESG RISK ASSESSMENTS & INSIGHTS LIMITED. - The company clarified it had not engaged the firm, and the report was independently prepared based on public data.

- Concall Schedule - Concall Date: 28.09.2026 - Concall Time: One-on-One meetings from 09:00 am to 02:45 pm, and a Group meeting from 03:00 pm to 03:45 pm.

- Schaeffler India will showcase next-generation motion technology solutions for construction equipment at bauma CONEXPO INDIA 2026 from September 15-18 in Greater Noida, focusing on improving efficiency, reducing emissions, and enhancing equipment reliability.

- Schaeffler is undertaking a major aftermarket brand transformation, uniting its leading product brands (FAG, INA, LuK) under a single Schaeffler brand identity. - The global phased rollout will begin in Q2 2027, starting with the FAG product brand, featuring a new packaging design. - Existing product brands will remain visible in a supporting role to ensure continuity.

- Schaeffler India Limited announced the opening of a special window for the transfer and dematerialization of physical securities. Details were published on the company's social media, as per SEBI Circular dated January 30, 2026.

- Postal Ballot Notice for the appointment of Mr. Christophe Hannequin as Non-Executive Non-Independent Director and Mr. Chetan Kumar Maini as Independent Director. - E-voting period: August 27, 2026, to September 25, 2026. - Cut-off date for e-voting eligibility: August 21, 2026.

- Investor Meeting Schedule - Meeting Date: 24/08/26 - Investor: M&G Investments - Type of Interaction: One-on-One Meeting - Venue: Physical Meeting, Pune - No Unpublished Price Sensitive Information (UPSI) will be shared.

- Schaeffler India Limited appointed Amit Bhalerao as Chief Operating Officer (COO), effective August 10, 2026. - He brings over two decades of global manufacturing leadership experience to strengthen operations, drive operational excellence, and support the company's long-term growth agenda.

- The company reported strong Q2 CY26 performance with revenue growing 17.5% YoY and EBITDA growing 19% YoY, achieving a 19.1% EBITDA margin for the quarter.- Key growth drivers included Automotive Technologies (33% YoY growth) and Exports (24% YoY growth), supported by new business wins across segments and market share gains in automotive passenger vehicles.- Management acknowledged challenges from rising input costs (LPG, oil, freight) impacting earnings quality and free cash flow, expecting recovery in H2 CY26 through ongoing customer discussions for compensation.- Working capital increased due to a planned strategic build-up of inventories to service customer needs.- CY26 Capex guidance of INR 400-500 crores remains on track, with the remaining INR 250-300 crores to be utilized in H2 for capacity expansion and localization across automotive and industrial segments.- The KRSV (Koovers) subsidiary continues its scaling-up phase, contributing INR 79 crores in revenue but remaining EBITDA negative, with breakeven anticipated by 2029.

- Audio recording of the Analyst/Investor Meet held on Thursday, July 23, 2026, is available on the company's website.

- Consolidated Revenue ₹2,681.4Cr vs ₹2,282.04Cr (▲17.5% YoY) - PBT (before exceptional items) ₹452.5Cr vs ₹397.98Cr (▲13.7% YoY) - PAT ₹336.7Cr vs ₹296.24Cr (▲13.7% YoY) - PBT Margin 16.9% vs 17.4% (▼50bps)

- Consolidated Revenue ₹2,760.55Cr vs ₹2,352.59Cr (▲17.34% YoY) - EBITDA ₹498.98Cr vs ₹430.12Cr (▲16.01% YoY) - PAT ₹325.78Cr vs ₹287.11Cr (▲13.47% YoY) - EBITDA Margin 18.07% vs 18.28% (▼21bps) - Appointment of Mr. Amit Dinesh Bhalerao as Chief Operating Officer and Senior Management Personnel, effective August 10, 2026.