Schaeffler India

505790: Localization And Infrastructure Investments Will Shape Rail Sector Prospects Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

03 Dec 24

Updated

02 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

8.0%

7D

-0.2%

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1Y

8.0%

7D

-0.2%

You can edit this narrative until Dec 3 11:10 PM. Then, changes will post as Updates.

Author's Valuation

₹4.52k13.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 02 Dec 25

Fair value Increased 0.098%

505790: Rail Sector Focus And New Facility Will Drive Bullish Momentum

Analysts have slightly raised their price target for Schaeffler India from ₹4,515 to ₹4,520, citing minimal adjustments in profit margin, revenue growth, and discount rate forecasts. What's in the News The Board of Schaeffler India will meet on October 31, 2025, to consider and approve unaudited financial results for the quarter ended September 30, 2025 (Board Meeting agenda).

Shared on 18 Nov 25

Fair value Increased 2.69%

505790: Fair Outlook Will Reflect Railway Sector Momentum And Manufacturing Expansion

Analysts have raised Schaeffler India's price target from ₹4,397 to ₹4,515. This change reflects modest improvements in projected revenue growth and a slightly lower discount rate, despite small adjustments in profit margin and forward P/E expectations.

Shared on 04 Nov 25

Fair value Increased 1.66%

Analysts have marginally increased their price target for Schaeffler India from ₹4,325 to ₹4,397. This reflects a slight improvement in profit margin projections and updated discount rate assumptions.

Shared on 01 May 25

Fair value Increased 12%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.28%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 26 Mar 25

Fair value Decreased 5.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 3.76%

Shared on 12 Mar 25

Fair value Decreased 10%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to -0.0%.

AnalystConsensusTarget Fair Value

₹4.52k

13.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

11.73%

Auto Components revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

14.58%

Calculation

₹17.10b

Earnings '28

x

62.57x

PE Ratio '28

=

₹1.07t

Market Cap '28

₹1.07t

Market Cap '28

/

156.52m

No. shares '28

=

₹6.84k

Share Price '28

₹6.84k Share Price '28

Discounted to 2025 @ 14.91% p.a.

=

₹4.50k

Fair Value '25