Schaeffler India makes bearings, linear motion components and transmission parts for passenger cars, commercial vehicles and industrial machinery, and it is the Indian listed arm of the German Schaeffler group. Its edge is engineering depth and a local manufacturing base that supplies both domestic OEMs and export programmes, which keeps it embedded in platforms that run for years once specified. Revenue growth of 17.3% and a 21.6% return on equity show a business converting volume into profit well, with a 38.4% gross margin giving room to absorb input-cost swings. The stock trades at 44 times trailing earnings and 35 times forward, a premium that already prices in a sustained recovery and mix improvement, so the question for a deeper look is whether the operating margin of 14.8% can keep widening as capacity utilisation rises. The company is not in any index in our data, which makes it a name we would need to source and size with the liquidity constraints that implies.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ₹3326 | first publication | ₹3527 |
Answered from Schaeffler India Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SCHAEFFLER.NS Schaeffler India Limited | ₹3473.20 | - | - | 43.3x | 21.6% | 73 | 47 |
| MRF.NS MRF Limited | ₹118860.00 | - | - | 20.7x | - | 65 | 47 |
| 002472.SZ Zhejiang Shuanghuan Driveline Co.,Ltd. | ¥38.27 | ¥26 | 50% above | 25.3x | 12.9% | 67 | 52 |
| 5101.T The Yokohama Rubber Company, Limited | ¥6587.00 | - | - | 7.3x | 14.3% | 68 | 70 |
| UNOMINDA.NS Uno Minda Limited | ₹1068.10 | - | - | 50.8x | - | 56 | 44 |
| BALKRISIND.NS Balkrishna Industries Limited | ₹2110.20 | - | - | 29.0x | - | 80 | 66 |
| 7276.T Koito Manufacturing Co., Ltd. | ¥2640.00 | - | - | 32.9x | 3.8% | 39 | 61 |
Where SCHAEFFLER.NS ranks against its sector peers on each metric.