Schaeffler India Q4 Results 2026: Date, Revenue, PAT & Analyst Outlook

April 12, 2026
Posted by: sachet
Category: News

Schaeffler India (NSE: SCHAEFFLER) is preparing to announce its Q4 FY26 financial results for the period ended March 31, 2026. The board of directors is scheduled to meet on April 2026 (Expected) to approve the audited statements and consider a final dividend recommendation. With the stock at Rs 3,800 — against a 52-week high of Rs 5,050 and 1-year return of -22% — the Q4 FY26 results will be a pivotal event for investors.

Analyst estimates for Q4 FY26 revenue stand at Rs 2,200-2,380 Cr, with PAT expectations of Rs 288-315 Cr and margin projections of EBIT 16.5-18%. This article covers the Schaeffler India Q4 results 2026 date, earnings estimates, five key performance factors, five risks, analyst ratings, and investor FAQs.

Table of Contents

Schaeffler India Q4 Results 2026 Date

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Company	Results Date	Article
TCS	April 9, 2026	Preview on Univest
Infosys	April 23, 2026	Preview on Univest
Schaeffler India	April 2026 (Expected)	This article

Why This Quarter Matters

Schaeffler India enters Q4 FY26 with expectations of 8-12% YoY revenue growth. Q4 determines full-year FY26 performance, sets FY27 estimate baselines, and triggers final dividend announcements. At a 1-year return of -22%, this quarter’s results and FY27 guidance will be critical for determining whether the stock can sustain recovery momentum.

Schaeffler India Q4 FY26 Earnings Estimates

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Metric	Q3 FY26 Actual	Q4 FY26 Estimate	Driver
Revenue	Rs 2,076 Cr	Rs 2,200-2,380 Cr	Volume + pricing
PAT	Rs 274 Cr	Rs 288-315 Cr	Operating leverage
Margin	EBIT 16.8%	EBIT 16.5-18%	Cost control
Key Growth Metric	Q3 trend	8-12% YoY revenue growth	Management execution
Dividend Estimate	—	Rs 24-30 per share	Board recommendation

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5 Key Factors That Will Drive Schaeffler India Q4 FY26 Performance

Revenue Momentum

Analysts expect Rs 2,200-2,380 Cr in Q4 FY26 revenue versus Rs 2,076 Cr in Q3. Q4 is seasonally important for the Auto Ancillary sector and the ability to convert the pipeline into recognised revenue will be the first performance test.

Margin Trajectory

Q4 FY26 margin expectations are EBIT 16.5-18% versus EBIT 16.8% in Q3. Input cost trends, employee expenses, and pricing power will determine whether the company can sustain or improve on Q3 levels.

PAT Quality

Net profit is estimated at Rs 288-315 Cr. Investors will assess whether PAT is driven by operational improvement or non-recurring items. A clean recurring profit print is most positively received by institutional investors.

Management Guidance for FY27

The most consequential output will be FY27 guidance — revenue growth bands, margin targets, and capex plans. In the current global macro environment, credible FY27 guidance carries significant weight for the stock’s re-rating potential.

Dividend Declaration

Schaeffler India is expected to consider a final dividend of Rs 24-30 per share. The quantum signals management’s confidence in free cash flow generation and sets expectations for FY27 capital allocation strategy.

5 Risks to Watch in Schaeffler India Q4 FY26

US Tariff and Macro Headwinds

The 26% US reciprocal tariff on Indian goods has created macro uncertainty. For Schaeffler India, indirect impacts include FII outflows and earnings estimate cuts if global demand slows. India-US trade negotiations remain the most important macro catalyst.

Earnings Miss Risk

If Schaeffler India’s Q4 FY26 results miss estimates, the stock could correct sharply. Investors should monitor revenue versus Rs 2,200-2,380 Cr and PAT versus Rs 288-315 Cr as the two primary watchpoints.

FY27 Guidance Below Consensus

If FY27 guidance falls below Street expectations, the stock may decline even if Q4 numbers are in line. Forward guidance carries more weight than the reported quarter in the current environment.

FII Outflow Continuation

FIIs sold Rs 22,000 crore in Indian equities in a single week following the tariff announcement. Continued selling would create headwinds for Schaeffler India regardless of company-specific fundamentals.

Sector Regulatory Risk

The Auto Ancillary sector faces evolving regulatory frameworks. Policy changes that increase compliance costs or alter competitive dynamics could affect Schaeffler India’s profitability beyond current consensus models.

Schaeffler India Share Price and Analyst Ratings

Schaeffler India share price snapshot and analyst ratings. Source: Brokerages, NSE data.

Schaeffler India is trading at Rs 3,800 as of early April 2026, against a 52-week high of Rs 5,050 and 52-week low of Rs 3,200. Market cap stands at Rs 59,800 Cr.

Brokerage	Rating	Target Price	Thesis
MOFSL	Neutral	Rs 4,200	German parent; bearings + linear motion
YES Securities	Buy	Rs 4,400	EV + renewable energy new verticals
JM Financial	Add	Rs 4,100	High-quality auto ancillary franchise
Emkay	Neutral	Rs 4,000	Premium valuation; execution strong

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Conclusion

Schaeffler India Q4 FY26 results on April 2026 (Expected) will be a key event for investors monitoring the Auto Ancillary sector. Analysts project PAT of Rs 288-315 Cr and revenue of Rs 2,200-2,380 Cr. At a CMP of Rs 3,800 with analyst targets from Rs 4,000 to Rs 4,200, FY27 guidance will be the most critical post-results catalyst.

For more Q4 FY26 previews, visit Univest Blogs.

Frequently Asked Questions

What is the Schaeffler India Q4 results 2026 date?

The Schaeffler India Q4 results 2026 date is April 2026 (Expected). The board will meet to approve audited Q4 FY26 financials and consider a final dividend recommendation.

What is the Schaeffler India Q4 FY26 PAT estimate?

Analysts estimate Schaeffler India Q4 FY26 PAT at Rs 288-315 Cr, based on revenue of Rs 2,200-2,380 Cr and margin of EBIT 16.5-18%.

What is Schaeffler India’s share price ahead of Q4 results?

Schaeffler India is trading at Rs 3,800. The 52-week high is Rs 5,050 and low is Rs 3,200. The 1-year return is -22% and market cap is Rs 59,800 Cr.

Will Schaeffler India declare a dividend in Q4 FY26?

Schaeffler India is expected to consider a final dividend of Rs 24-30 per share at the Q4 FY26 board meeting on April 2026 (Expected).

Which analysts have a Buy rating on Schaeffler India?

YES Securities (Buy, Rs 4,400), JM Financial (Add, Rs 4,100) have positive ratings heading into Q4 FY26.

What were Schaeffler India Q3 FY26 results?

Schaeffler India reported Q3 FY26 revenue of Rs 2,076 Cr and PAT of Rs 274 Cr, with margin at EBIT 16.8%. These form the baseline for Q4 FY26 consensus estimates.

When do TCS and Infosys announce Q4 results 2026?

TCS declared Q4 FY26 results on April 9, 2026. Infosys Q4 FY26 results are scheduled for April 23, 2026. Read both previews on Univest Blogs.

Is Schaeffler India a good investment ahead of Q4 results?

This depends on your risk appetite and portfolio context. Schaeffler India has compelling long-term factors alongside genuine near-term risks. Consult a SEBI-registered financial advisor before investing.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only. All financial data and analyst estimates are sourced from publicly available information. Verify before investing. Consult a SEBI-registered advisor before making investment decisions.