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Schaeffler India Limited Just Missed Earnings - But Analysts Have Updated Their Models

Simply Wall St · 1d ago

The quarterly results for Schaeffler India Limited (NSE:SCHAEFFLER) were released last week, making it a good time to revisit its performance. It looks like the results were a bit of a negative overall. While revenues of ₹28b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 5.0% to hit ₹20.80 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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NSEI:SCHAEFFLER Earnings and Revenue Growth July 25th 2026

Taking into account the latest results, the most recent consensus for Schaeffler India from three analysts is for revenues of ₹111.6b in 2026. If met, it would imply a satisfactory 6.2% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to accumulate 8.7% to ₹87.20. In the lead-up to this report, the analysts had been modelling revenues of ₹109.5b and earnings per share (EPS) of ₹86.62 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

See our latest analysis for Schaeffler India

It will come as no surprise then, to learn that the consensus price target is largely unchanged at ₹4,824. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Schaeffler India at ₹5,349 per share, while the most bearish prices it at ₹4,229. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Schaeffler India's past performance and to peers in the same industry. The period to the end of 2026 brings more of the same, according to the analysts, with revenue forecast to display 13% growth on an annualised basis. That is in line with its 13% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 12% per year. It's clear that while Schaeffler India's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Schaeffler India analysts - going out to 2027, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for Schaeffler India that you need to take into consideration.