Update shared on08 Oct 2025
Fair value Increased 1.57%Narrative Update: Schaeffler Price Target Revised
Analysts have modestly increased their price target for Schaeffler, raising it from €5.78 to €5.87. They cite incremental improvements in fair value and valuation metrics, despite slight softening in revenue growth and profit margin expectations.
What's in the News
- Schaeffler introduced the FAG OPTIME C4, a multi-point lubricator that can service up to four lubrication points independently. It offers higher pressure and fill volume for efficient and flexible maintenance. The device will be available for order starting September 25, 2025, across Europe, the Americas, and Asia-Pacific. (Key Developments)
- ROHM Semiconductor and Schaeffler began mass production of a new high-voltage inverter brick featuring silicon carbide MOSFET technology. The brick is designed for electric vehicles used by a major Chinese automaker and features increased output along with a modular, scalable architecture for broad integration. (Key Developments)
- The Board of Schaeffler AG decided to cease production and close its Steinhagen site by the end of 2026. Operations will be integrated into the Schweinfurt headquarters to improve competitiveness within the Bearings & Industrial Solutions division. (Key Developments)
- Schaeffler AG confirmed group earnings guidance for 2025, projecting revenue between EUR 23.0 billion and EUR 25.0 billion. (Key Developments)
- For the second quarter of 2025, Schaeffler expects sales to match the previous quarter but be lower year-over-year. (Key Developments)
Valuation Changes
- Fair Value has risen slightly from €5.78 to €5.87.
- Discount Rate has decreased modestly, moving from 8.41% to 8.36%.
- Revenue Growth projections have gradually fallen from 7.00% to 6.79%.
- Net Profit Margin expectations are slightly lower, declining from 5.06% to 5.04%.
- Future P/E ratio has increased from 5.16x to 5.28x.
Disclaimer
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