Schaeffler India Share Price Target 2026, 2027, 2028, 2029, 2030
- Market Cap
- ₹63,720 Cr
- Book Value
- ₹400
- Stock P/E
- 49.4
- Dividend Yield
- 0.86%
- ROE
- 20.8%
- ROCE
- 27.9%
- PEG Ratio
- 1.51
- EV/EBITDA
- 29.8
Fundamentals from Screener.in, as of 5 Aug 2026. Live price via Yahoo Finance.
Schaeffler India share price today
Schaeffler India (NSE: SCHAEFFLER) makes the parts that move whatever moves — bearings for every rotating shaft in industry and transport, engine and transmission systems for combustion vehicles, and e-mobility components as the fleet electrifies. The strategic beauty is powertrain agnosticism: EVs delete engines but multiply precision bearings and e-axle content, and Schaeffler’s German parent ships the EV technology pipeline into the Indian entity as demand arrives.
The numbers carry the argument: 27.9% ROCE, 32.7% five-year profit CAGR, near-zero debt. At 49.4× with a PEG of 1.51, our universe tags it wait — a structurally protected compounder at a premium the cycle occasionally discounts.
Wins either way
Three businesses, one moat. Automotive technologies supplies engine/transmission systems today and e-mobility kits tomorrow — content per vehicle holds or rises through the transition. Automotive aftermarket is the annuity: India’s vehicle parc ages into replacement demand. Industrial (bearings for railways, wind, machinery) rides capex cycles with premium share. Localisation keeps deepening — the parent treats India as a manufacturing and export base, not just a market.
Watch-items: auto-cycle softness (half the book), industrial capex timing, parent royalty/technology terms, and EV component pricing as competition localises.
The numbers
From our research universe snapshot (5 Aug 2026):
| Metric | Value |
|---|---|
| Market cap | ₹63,720 Cr |
| P/E (TTM) | 49.4 |
| EV/EBITDA | 29.8 |
| Operating margin | 18.9% |
| ROE / ROCE | 20.8% / 27.9% |
| Debt to equity | 0.01 |
| Sales CAGR (5y) | 20.1% |
| Profit CAGR (5y) | 32.7% |
| Promoter holding | 74.1% |
| EPS (TTM) | ₹82.20 |
Schaeffler India share price target 2026 to 2030
EPS base ₹82.20 (TTM). Bear: auto and capex cycles soften together — 9% growth, multiple at 30×. Base: content growth plus localisation compound — 15% growth at 40×. Bull: e-mobility exports scale from India — 20% growth at 50×.
| Year | Bear (30×, +9%) | Base (40×, +15%) | Bull (50×, +20%) |
|---|---|---|---|
| 2026 | ₹2,690 | ₹3,780 | ₹4,930 |
| 2027 | ₹2,930 | ₹4,350 | ₹5,920 |
| 2028 | ₹3,195 | ₹5,000 | ₹7,100 |
| 2029 | ₹3,480 | ₹5,750 | ₹8,520 |
| 2030 | ₹3,795 | ₹6,615 | ₹10,225 |
From ₹4,056, the base case is ≈ +63% over four and a half years plus a 0.9% yield; the bear is −6%. Quality MNC industrials rarely offer better asymmetry than that — except at the range below, where they briefly do.
Reasons to own Schaeffler India (at the right price)
- Powertrain-agnostic: wins whether India drives petrol, hybrid or electric.
- Bearings are a consumable annuity on the entire industrial economy.
- Parent technology pipeline delivers EV-era products pre-developed.
- 33% five-year profit CAGR with a debt-free balance sheet.
- Aftermarket revenue compounds with India’s aging vehicle parc.
The risks: twin cyclicality (auto + industrial capex), 49× requires the compounding to persist, and MNC royalty structures deserve their annual check.
Should you buy at the current price?
The live buy range below is for members — the cyclical discount on a structural story.
FAQ
What is the Schaeffler India share price target for 2030? Base case ≈ ₹6,615 (40× on 15% compounded growth), bear ≈ ₹3,795, bull ≈ ₹10,225. Arithmetic above.
Does the EV transition threaten Schaeffler? Less than feared: engine parts shrink but e-axles, precision bearings and thermal systems grow — the parent’s global EV order book validates the pivot, and India inherits the products.
Why is the P/E so high for an auto-components firm? MNC parentage, 28% ROCE, and powertrain-agnostic positioning earn a structural premium over cyclical peers — the scenarios show what that premium requires.
When are Schaeffler India’s next results? Track the exact date on our results calendar.
This article is research and education, not personalised investment advice. We are not SEBI-registered advisers. Price targets are scenario arithmetic, not promises. Do your own research and consult a registered adviser before acting.