Schaeffler India Limited reported a 26.9% year-on-year increase in revenue from operations for the fourth quarter ended December 31, 2025, at ₹26,431 million. Revenue was also 12% higher compared with the preceding quarter.

Profit before tax (before exceptional items) for the October–December quarter rose 31.5% year-on-year to ₹4,455 million. The PBT margin stood at 16.9%, compared with 16.3% in the year-ago quarter and 17.5% in the preceding quarter. The company said the labour code had a 0.8 percentage point impact on margins during the quarter.

Net profit for Q4 stood at ₹3,280 million, with a net profit margin of 12.4%.

For the year ended December 31, 2025, revenue from operations increased 16.3% year-on-year to ₹93,953 million. PBT (before exceptional items) rose 22.4% to ₹16,120 million, with the margin improving to 17.2% from 16.3% in the previous year.

Net profit for the full year stood at ₹11,962 million, with a net profit margin of 12.7%, compared with 12.1% a year earlier.

The board of directors recommended a dividend of ₹35 per share, translating into a payout ratio of 46%.

Managing Director and Chief Executive Officer Harsha Kadam said growth was supported by domestic and intercompany exports business, demand in the automotive sector following GST reforms in September, and business wins across divisions. He added that localisation and capital efficiency initiatives supported earnings quality amid regulatory changes related to the labour code.

Schaeffler India manufactures motion technology products and operates five manufacturing plants in Talegaon, Savli, Maneja, Hosur and Shoolagiri, along with three R&D centres and five sales offices across the country.