Update shared on 02 Dec 2025
Fair value Increased 0.098%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).
- Schaeffler India will showcase advanced bearing solutions and industrial innovations for the railway sector at the 15th International Railway Equipment Exhibition (IREE) 2025, held October 15 to 17, 2025, in New Delhi (Product-Related Announcements).
- Highlighted products at IREE 2025 will include TAROL Bearings, CRU Bearings, current insulated bearings, robust housings, specialized lubrication greases, Class C, D, and K seals, and advanced condition monitoring display kits (Product-Related Announcements).
- Company leadership, including Dr. Michael Holzapfel and Mr. Seshan Iyer, will be present at IREE 2025 to engage with stakeholders and reinforce Schaeffler’s commitment to the Indian railway market (Product-Related Announcements).
- Recently commissioned a TAROL heat treatment facility at the Maneja Plant to support India’s growing rail infrastructure with innovative rail solutions (Product-Related Announcements).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ₹4,515 to ₹4,520, reflecting minimal upward revision.
- Discount Rate has increased modestly from 14.82% to 14.91%.
- Revenue Growth projection has decreased fractionally from 12.82% to 12.78%.
- Net Profit Margin forecast has edged down from 13.14% to 13.10%.
- Future P/E ratio is up marginally from 62.11x to 62.57x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.