Schaeffler India Limited

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· 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 Mumb

6.5 %

n 6.2 6.4 4.6 5.4 5.0 Q1 Q2 Q3 Q4 2023 PUBLIC Q1 2024 • Q1 GDP growth moderated to 6.5 %, balanced economic prospects • IIP growth reflecting broader industrial growth trajectory •

5.3%

ts • IIP growth reflecting broader industrial growth trajectory • YoY growth in Q1 for PVs at 5.3%, growth in CVs at 0.9% and tractors of 19.3% • CPI inflation moderated; declining food inflat

0.9%

ting broader industrial growth trajectory • YoY growth in Q1 for PVs at 5.3%, growth in CVs at 0.9% and tractors of 19.3% • CPI inflation moderated; declining food inflation Note : • Data is re

19.3%

l growth trajectory • YoY growth in Q1 for PVs at 5.3%, growth in CVs at 0.9% and tractors of 19.3% • CPI inflation moderated; declining food inflation Note : • Data is reinstated every quarter

78%

s quarterly inflation rate. Contribution of manufacturing, mining, & electricity in IIP stands at 78%, 14%, & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share

14%

rterly inflation rate. Contribution of manufacturing, mining, & electricity in IIP stands at 78%, 14%, & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 72

8%

inflation rate. Contribution of manufacturing, mining, & electricity in IIP stands at 78%, 14%, & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 72%, 15%

72%

4%, & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 72%, 15%, & 13% respectively Source of data : 1) Ministry of Statistics & Programme Implementation 2)

15%

8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 72%, 15%, & 13% respectively Source of data : 1) Ministry of Statistics & Programme Implementation 2) SIAM

13%

pectively Automotive Production includes PVs, CVs, & Tractors with production share of 72%, 15%, & 13% respectively Source of data : 1) Ministry of Statistics & Programme Implementation 2) SIAM : Socie

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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

Source of data

2

Note

1

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. Contribution of manufacturing, mining, & electricity in IIP stands at 78%, 14%, & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 72%, 15%, & 13% 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 Copyright Schaeffler AP, 2024 – All rights reserved. | 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 2024 2025 YTD CY2025 Growth Cement Production (mn tn) 12.3% Steel Production (mn tn) 6.2% Key Aspects 43 41 37 37 46 41 36 36 38 34 33 34 36 34 37 15 14 15 14 14 13 13 13 13 13 13 13 13 13 12 Core industry growth for YTD’25 registered at 4.1% compared to 5.8% for the same period last year 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) 2.6% Electricity Generation (bn KwH) 3.9% 120 118 105 101 97 99 84 87 79 75 70 62 98 91 85 144 148 141 136 110 104 101 175 156 150 145 150 148 132 134 Sector weightage within

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, 4/30/2025 Schaeffler India Limited | Q1CY25 Investor Presentation Copyright Schaeffler AP, 2024 – All rights reserved. | PUBLIC 1 2 3 1 2 3 Economy and Industry Economy and Industry Business Highlights - Q1 2025 Business Highlights - Q1 2025 Financial Highlights - Q1 2025 Financial Highlights - Q1 2025 AGENDA 2 B U S I N E S S H I G H L I G H T S - Q 1 2 0 2 5 Revenue from operations restructured Target operating model Changes in Q1 2025 1 2 2 1 1 2 One-way clutch business regrouped from “Bearings and Industrial Solutions” to “Powertrain & Chassis” OES truck & tractor business regrouped from “Powertrain & Chassis” to “Vehicle Lifetime Solutions” Segmentation disclosures in Quarterly Results reinstated accordingly 4/30/2025 Schaeffler India Limited | Q1CY25 Investor Presentation Copyright Schaeffler AP, 2025 – All rights