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505790: Rail Expansion And New Heat Treatment Facility Will Drive Bullish Outlook

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

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505790
AnalystConsensusTarget
Not Invested
Published 03 Dec 2024

Update shared on 17 Dec 2025

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1Y
11.9%
7D
-2.1%

Analysts have nudged their price target for Schaeffler India slightly higher to ₹4,519.88, reflecting modestly lower perceived risk and a steady outlook on long term growth and profitability.

What's in the News

  • Board meeting scheduled on October 31, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter ended September 30, 2025 (company filing)
  • Showcasing advanced bearing solutions and industrial innovations for the railway sector at the 15th International Railway Equipment Exhibition (IREE) 2025 in New Delhi from October 15 to 17, 2025 (company announcement)
  • Highlighting localization efforts aligned with the Government of India Atmanirbhar Bharat vision to strengthen presence in the Indian railway market and support expanding rail infrastructure (company announcement)
  • Expanding product and technology portfolio for railways, including TAROL and CRU bearings, current insulated bearings, specialized greases, advanced seals, housings, and condition monitoring display kits for predictive maintenance (company announcement)
  • Recently commissioned a TAROL heat treatment facility at the Maneja plant to meet evolving requirements of the rail industry and contribute to India infrastructure ambitions (company announcement)

Valuation Changes

  • Fair Value: unchanged at approximately ₹4,519.88 per share, indicating a stable long term intrinsic value assessment.
  • Discount Rate: reduced slightly from about 14.91 percent to 14.59 percent, reflecting marginally lower perceived risk in future cash flows.
  • Revenue Growth: effectively unchanged at around 12.78 percent, suggesting no material shift in long term top line growth expectations.
  • Net Profit Margin: effectively unchanged at roughly 13.10 percent, indicating a stable outlook on long term profitability.
  • Future P/E: edged down modestly from about 62.57x to 62.05x, implying a slightly lower valuation multiple on forward earnings.

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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.