SCHAEFFLERNSE28 February 2025

Schaeffler India Limited has informed the Exchange about Investor Presentation

Schaeffler India Limited

Schaeffler India Limited · Pune · Maharashtra

BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C – 1, Block G, Dalal Street, Bandra-Kurla Complex, Bandra (E), Mumbai-400001 Mumbai-400051 Company Code: 505790 Company Code: SCHAEFFLER

Sub: Investor Presentation

Dear Sirs,

28/02/2025

Pursuant to provisions of Regulation 30 of the SEBI (Listing Obligations and Disclo- sure Requirements) Regulations, 2015, we enclose herewith Investor Presentation of the Company.

Phone: +912068198464

Kindly take the same on your record.

Thanking you,

Yours faithfully,

For Schaeffler India Limited

Ashish Tiwari, VP - Legal & Company Secretary

Encl.: As above

Schaeffler India Limited

Registered and Corporate Office: 15th Floor, (ASTP) Amar Sadanand Tech Park, Baner, Pune, Maharashtra, India – 411045 Tel: +91-20-68198400 | Fax: +91-20-68198405 CIN: L29130PN1962PLC204515, www.schaeffler.co.in, info.in@schaeffler.com,

Schaeffler India Limited

Investor Presentation Q4 and 12M 2024 February 28, 2025

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Q4 2024 Awards and Accolades

Nominee Award for resilient supplies

Best Digital Support for 2024

Supplier Performance Award for excellence in new product development

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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1 2 3

Economy and Industry

Business Highlights - Q4 and 12M 2024

Financial Highlights - Q4 and 12M 2024

AGENDA

1 E C O N O M Y A N D I N D U S T R Y E C O N O M Y A N D I N D U S T R Y

Economy

GDP 1) 3)

IIP 1) 3)

Key Aspects

8.2

8.1

8.6

7.8

6.2

6.7

6.8

5.4

7.3

6.0

5.1

5.2

4.1

4.4

4.0

2.6

•

Q3 Q4 est.

2023

2024

2023

2024

Automotive Production 2) 4)

CPI 1)

5.2

4.0

3.6

2.6

1.3

6.2

6.4

4.6

5.4

5.0

4.9

5.6

4.3

4.00%

-2.5

2023

2024

2023

2024

• Q4 GDP growth estimated at 6.8%,

balanced economic prospect

metal

products,

IIP growth in 2024 due to healthy run of the electrical equipment & furniture. Rebound in Q4 due to improved manufacturing output and positive impact of festive season

• Q4 YoY growth for PVs at 3%, CVs at

1.8% and tractors of 12.1%

• CPI inflation remains elevated at 5.6%;

food inflation remains a concern

Note : • Data is reinstated every quarter as per final reports

released by authorities

• GDP, IIP, and Automotive Production are YoY growth

•

rates, whereas CPI is quarterly inflation rate. Automotive Production includes PVs, CVs, & Tractors with production share of 71%, 15%, & 14% respectively

Source of data : 1) Ministry of Statistics & Programme Implementation 2) SIAM : Society of Indian Automobile Manufacturers 3) GDP - Gross Domestic Production, IIP - Index of Industrial Production, CPI - Consumer Price Index 4) Automotive Production includes PVs, CVs, & Tractors

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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1 E C O N O M Y A N D I N D U S T R Y E C O N O M Y A N D I N D U S T R Y

Core Sector Performance

2023

2024

CY2024 Growth

Cement Production (mn tn)

4.4%

Steel Production (mn tn)

6.6%

Key Aspects

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

Coal Production (mn tn)

7.4%

Electricity Generation (bn KwH)

5.2%

118

109

101

144

136

127

104

101

156

150

145

137 138 135

185

175

150 150 145

148

132

126 127

134

Core industry growth for CY’24 registered at ~4% compared to ~8% for the same period last year

Sector weightage within eight core sectors

Sector

Cement

Steel

Coal

Electricity

% weight

5.4%

17.9%

10.3%

19.9%

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

Source of core sectors data: Office of Economic Advisor

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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1 E C O N O M Y A N D I N D U S T R Y E C O N O M Y A N D I N D U S T R Y

Automotive Sector Performance

2023

2024

CY2024 Growth

Two and three wheelers (mn units)1)

15.5%

Passenger Vehicles (th units)2)

4.9%

Key Aspects

2.0

2.1

2.0

2.1

2.0

2.1

2.4

2.5

2.2

1.8

1.7

1.9

1.5

1.4

1.6

471

425

438

381

433

406

403

358

2.1

1.9

1.6

419

390

381

379

444

442

421

419

420

408

434

415

397

375

365

333

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

Commercial Vehicles (th units)2)

-4.8%

Agricultural Tractors (th units)3)

-0.4%

106

107

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

• 2W sector demand from both

domestic and exports markets, coupled with higher EV sales

• PV segment growth continued demand in SUV segment and increased uptake for clean and green fuel

• CV sector saw some uptick in Q’4 due to festive buying, pick-up in mining, infra and logistics sectors.

• Tractor segment was affected in

H1’CY24, growth recovery seen in the second half, expected positive momentum

Source of data : 1) SIAM : Society of Indian Automobile Manufacturers 2) TMA : Tractor Manufacturers Association 3) TW – Two wheelers, CV – Commercial Vehicles, PV – Passenger Vehicles,

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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1 2 3

Economy and Industry

Business Highlights - Q4 and 12M 2024

Financial Highlights - Q4 and 12M 2024

AGENDA

2 B U S I N E S S H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4

Q4 2024 Performance

Key messages

Sales

EBITDA

Revenue performance sustained – double digit growth momentum continues

12.2% vs Q4’23 0.5% vs Q3’24

18.8% Q4’24 18.5% Q3’24

Quality of earnings improved marginally - focus on cost management remains

20,823 mn INR

3,904 mn INR

FCF improved due to better working capital management and profitability

Long-term capex framework being realized judiciously

PAT

FCF

12.0% Q4’24 11.9% Q3’24

1,775 mn INR Q4’23 1,002 mn INR Q3’24

2,493 mn INR

1,628 mn INR

EBITDA : Earning Before Interest, Tax and Depreciation (before exceptional item), FCF : Free Cashflow Note : Performance comments on Standalone Financials

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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2 B U S I N E S S H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4 B U S I N E S S H I G H L I G H T S – Q 1 A N D 3 M 2 0 2 4

Business Developments

Automotive Technologies

Vehicle Lifetime Solutions

Bearings and Industrial Solutions

Reliability and emission reduction

Increased market coverage

Precision and Efficiency

Business wins in PVs1) for planetary gear shafts

New business wins for chassis parts range

Business wins for liner guides in the Industrial Automation sector

Continued wins for clutches for CV1) segment

Business wins for FEAD/ Timing Kit, wipers and lubrications continues

Business wins for angular contact ball bearings in the Off-Road sector

Business wins in PVs1) for clutches and damper systems

Continued focus on portfolio expansion and penetration through range extension

Continued business wins for plain bearings and DGBBs in the Railways and TW1) sector

1) TW - Two-wheelers, CV - Commercial Vehicles, PV - Passenger Vehicles

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

PUBLIC

1 2 3

Economy and Industry

Business Highlights - Q4 and 12M 2024

Financial Highlights - Q4 and 12M 2024

AGENDA

3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4 3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4

Revenue from operations

Total revenue mn INR

16,936

18,291

18,483

18,551

18,492

20,719

20,728

20,823

Key Aspects

• YoY growth momentum continues across businesses

72,261

80,763

Automotive Technologies

Q1CY23 Q2CY23 Q3CY23 Q4CY23

Q1CY24 Q2CY24 Q3CY24 Q4CY24

Vehicle Lifetime Solutions

1.0%

0.4%

-0.3%

12.0%

0.04%

0.5%

Bearings & Industrial Solutions

5.2%

3.4%

9.2%

13.3%

12.1%

12.2%

Exports & others

Growth

Q4’24 vs Q3’24

Q4’24 vs Q4’23

2.9%

-0.8%

-0.9%

-0.04%

13.8%

-3.8%s

11.8%

23.5%

12M’24 vs 12M’23

11.3%

3.0%

14.3%

11.0%

Growth

QoQ

-5.6%

YoY

8.0%

4.6%

Revenue Bridge mn INR

Sales Mix Q4CY24

Intercompany Exports & Others 1)

18,551

858

-71

988

497

20,823

13%

34%

Automotive Technologies

Revenue Q4 2023

Auto. Tech.

VLS

B&IS

Exports & Others

Revenue Q4 2024

Bearings &

Industrial Solutions

44%

Vehicle Lifetime Solutions

1) Exports mainly includes exports to group companies, scrap sale and other operating income

IC Exports – Intercompany Exports; 1) Exports mainly includes exports to group companies, scrap sale and other operating income Note : Business highlights on Standalone Financials

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4

Earnings Quality

EBITDA mn INR

3,230

3,480

3,490

3,328

Key Aspects

3,388

3,848

3,828

3,904

6 0 8

• Marginal improvement due to efficient cost management,

focus remains

Q1CY23 Q2CY23 Q3CY23 Q4CY23

Q1CY24 Q2CY24 Q3CY24 Q4CY24

QoQ

19.1%

19.0%

18.9%

17.9%

18.3%

18.6%

18.5%

18.8%

YTD

18.7%

18.5%

EBITDA Bridge mn INR

%Margin

PAT mn INR

782

-107

-99

Gross Margin

Employee Cost

Other Income / Exp

3,328

17.9%

Q4 2023 EBITDA

3,904

18.8%

Q4 2024 EBITDA

2,194

2,373

2,350

2,174

2,277

2,535

2,471

2,493 6 0 8

Q1CY23 Q2CY23 Q3CY23 Q4CY23

Q1CY24 Q2CY24 Q3CY24 Q4CY24

PAT%

13.0%

12.7%

11.7%

12.3%

12.2%

11.9%

12.0%

YTD%

12.6%

12.1%

1) EBITDA (before exceptional items) - interest income (net) at 231.0 mn INR in Q4‘24 (248.0 mn INR Q4’23); 12M 2024 interest income (net) at 894 mn INR, 12M 2023 : 947.0 mn INR

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4 B U S I N E S S H I G H L I G H T S – Q 1 A N D 3 M 2 0 2 4

Working Capital, Capex

Working Capital mn INR

2023

2024

Key Aspects

12,955

13,523

13,283

15,670

15,683

13,076

15,165

12,101

• Working Capital and free cash flow generation at improved levels on a

QoQ basis

• Capex framework – on track to suit business requirements

% to sales

Capex mn INR

3M’23

3M’24

6M’23

6M’24

9M’23

9M’24

12M’23

12M’24

18.9%

18.5%

19.2%

20.2%

18.6%

19.8%

17.0%

19.0%

1,731

1,187

1,555

1,571

1,347

1,426

1,550

2,076

1,092

1,002

1,721

1,775

1,628

2023

2024

Free Cash Flow mn INR

2023

2024

3M’23

3M’24

6M’23

6M’24

9M’23

9M’24

12M’23

12M’24

7.0%

9.4%

7.2%

8.4%

7.6%

8.9%

7.7%

8.6%

% to sales

(256)

(135)

YoY Change

-925.8%

-112.4%

-41.8%

-8.3%

Note : Business highlights on Standalone Financials

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4 B U S I N E S S H I G H L I G H T S – Q 1 A N D 3 M 2 0 2 4

Performance Indicators

Revenue

Revenue growth (YoY) Revenue growth (QoQ) EBITDA1)

EBITDA Margin

EBIT

EBIT Margin

EBT

EBT Margin

PAT

PAT Margin

Capex2)

FCF

Unit

Q4 2024

mn INR

20,823

Q3 2024

20,728

% %

mn INR

12.2% 0.5%

3,904

18.8%

3,156

15.2%

3,387

16.3%

mn INR

2,493

12.0%

mn INR

1,550

mn INR

1,628

12.1% 0.04%

3,828

18.5%

3,128

15.1%

3,332

16.1%

2,471

11.9%

2,076

1,002

Q4 2023

12M 2024

12M 2023

18,551

3.4% 0.4%

3,328

17.9%

2,757

14.9%

3,005

16.2%

2,174

11.7%

1,426

1,775

80,763

11.8% -

14,969

18.5%

12,281

15.2%

13,175

16.3%

9,777

12.1%

6,911

2,239

72,261

5.2% -

13,528

18.7%

11,337

15.7%

12,284

17.0%

9,090

12.6%

5,531

4,619

1) EBITDA (before exceptional items) - interest income (net) at 231 mn INR in Q4‘24 (248 mn INR Q4’23); 2) Capex includes CWIP Note : Performance indicators on Standalone Financials

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4

Q4 2024 - Consolidated Financial Results

Particulars (mn INR)

Schaeffler India Limited Standalone

KRSV Innovative Auto Solutions Private Limited

Schaeffler India Limited Consolidated1)

Q4 2024

12M 2024

Q4 2024

12M 2024

Q4 2024

12M 2024

Revenue

20,823

80,763

542

1,581

21,361

82,324

EBITDA (before exceptional)

EBIT (before exceptional)

EBT (before exceptional)

18.8%

18.5%

-14.5%

-14.1%

17.9%

15.2%

-16.4%

-16.2%

14.3%

14.5%

16.3%

-19.4%

-19.2%

15.3%

15.5%

1) Consolidated results are net off consolidation impact

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4

Dividend Payout

Dividend per share (INR)

Target dividend payout ratio, 30% to 50% of net income1

• The Board of Directors of the Company has

41%

40%

43%

45%

recommended a dividend for the year ended December 31, 2024, at the rate of INR 28/-per equity share ( INR 26 per share for CY2023) of face value INR 2/- each

2020

2021

2022

2023

2024

1Net Income – Annual Standalone Profits After Tax (PAT)

Dividend Payout Ratio

Note: Dividend per share for previous years restated considering face value of INR 2 per equity share for comparable presentation. CY2024 dividend is subject to approval of shareholders.

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4 B U S I N E S S H I G H L I G H T S – Q 1 A N D 3 M 2 0 2 4

In Summary

Double digit growth for the year, broad based across businesses

Sustained quality of earnings reflects continued focus on cost management

Improved financial and operating metrics

Entering 2025, with continued focus on business growth and prudent financial management

On track to build the leading Motion Technology Company

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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3 F I N A N C I A L H I G H L I G H T S - Q 4 A N D 1 2 M 2 0 2 4

Disclaimer

The information contained in this presentation is provided by Schaeffler India Limited (“the Company”), to you solely for your reference. This document is being given solely for your information and for your use and may not be retained by you and neither this presentation nor any part thereof may be (i) used or relied upon by any other party or for any other purpose; (ii) copied, photocopied, duplicated or otherwise reproduced in any form or by any means; or (iii) re-circulated, redistributed, passed on, published in any media, website or otherwise disseminated, to any other person, in any form or manner, in part or as a whole, without the prior written consent of the Company. This presentation does not purport to be a complete description of the market conditions or developments referred to in the material.

This presentation contains forward-looking statements. The words “anticipate”, “assume”, “believe”, “estimate”, “expect”, “intend”, “may”, “plan”, “project”, “should” and similar expressions are used to identify forward-looking statements. Forward-looking statements are statements that are not historical facts; they include statements about Schaeffler Group’s beliefs and expectations and the assumptions underlying them. These statements are based on plans, estimates and projections as they are currently available to the management of Schaeffler AG. Forward-looking statements therefore speak only as of the date they are made, and Schaeffler Group undertakes no obligation to update any of them in light of new information or future events.

By their very nature, forward-looking statements involve risks and uncertainties. These statements are based on Schaeffler AG management’s current expectations and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Actual results may differ from those set forth in the forward-looking statements as a result of various factors (including, but not limited to, future global economic conditions, changed market conditions affecting the automotive industry, intense competition in the markets in which we operate and costs of compliance with applicable laws, regulations and standards, diverse political, legal, economic and other conditions affecting our markets, and other factors beyond our control).

This presentation is intended to provide a general overview of Schaeffler Group’s business and does not purport to deal with all aspects and details regarding Schaeffler Group. Accordingly, neither Schaeffler Group nor any of its directors, officers, employees or advisers nor any other person makes any representation or warranty, express or implied, as to, and accordingly no reliance should be placed on, the accuracy or completeness of the information contained in the presentation or of the views given or implied. Neither Schaeffler Group nor any of its directors, officers, employees or advisors nor any other person shall have any liability whatsoever for any errors or omissions or any loss howsoever arising, directly or indirectly, from any use of this information or its contents or otherwise arising in connection therewith.

The material contained in this presentation reflects current legislation and the business and financial affairs of Schaeffler Group which are subject to change

2/28/2025

Schaeffler India Limited | Q4 and 12M 2024 Investor Presentation

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