Schaeffler India Limited

rs,

· 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

3.3%

electricity sector. Capital goods expanded strongly. • • Automotive – Q2 YoY growth for PVs at 3.3% for CVs at 6.2% and for Tractors at 13.1%. • CPI – Moderated, food inflation remains soft. N

6.2%

or. Capital goods expanded strongly. • • Automotive – Q2 YoY growth for PVs at 3.3% for CVs at 6.2% and for Tractors at 13.1%. • CPI – Moderated, food inflation remains soft. Note : • Data is

13.1%

d strongly. • • Automotive – Q2 YoY growth for PVs at 3.3% for CVs at 6.2% and for Tractors at 13.1%. • CPI – Moderated, food inflation remains soft. Note : • Data is reinstated every quarter a

14%

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

78%

rterly inflation rate. Contribution of manufacturing, mining, & electricity in IIP stands at 14%, 78% & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 69%

8%

inflation rate. Contribution of manufacturing, mining, & electricity in IIP stands at 14%, 78% & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 69%, 15%

69%

78% & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 69%, 15% & 16% respectively Source of data : 1) Ministry of Statistics & Programme Implementation 2) S

15%

8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 69%, 15% & 16% respectively Source of data : 1) Ministry of Statistics & Programme Implementation 2) SIAM :

16%

spectively Automotive Production includes PVs, CVs, & Tractors with production share of 69%, 15% & 16% respectively Source of data : 1) Ministry of Statistics & Programme Implementation 2) SIAM : Socie

rs 3

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

10.4%

D U S T R Y Core Sector Performance 2024 2025 YTD CY2025 Growth Cement Production (mn tn) 10.4% Steel Production (mn tn) 6.3% Key Aspects 43 41 37 37 46 41 39 36 40 36 41

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 14%, 78% & 8% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 69%, 15% & 16% 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 Note : Q2 GDP estimates as per RBI 25/07/2025 Schaeffler India Limited | Q2CY25 Investor Presentation Copyright Schaeffler AP, 2025 – All rights reserved. | 4 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) 10.4% Steel Production (mn tn) 6.3% Key Aspects 43 41 37 37 46 41 39 36 40 36 41 38 34 33 34 36 34 37 15 14 15 14 14 13 14 13 13 13 15 13 13 13 13 13 13 12 Core industry growth for YTD’25 registered at 2.8% compared to 6.0% 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) 1.3% Electricity Generation (bn KwH) 0.3% 120 118 10

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, 25/07/2025 Schaeffler India Limited | Q2CY25 Investor Presentation Copyright Schaeffler AP, 2025 – All rights reserved. | 6 1 2 3 1 2 3 Economy and Industry Economy and Industry Business Highlights - Q2 and 6M 2025 Business Highlights - Q2 and 6M 2025 Financial Highlights - Q2 and 6M 2025 Financial Highlights - Q2 and 6M 2025 AGENDA 2 B U S I N E S S H I G H L I G H T S - Q 2 A N D 6 M 2 0 2 5 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 Q2 2025 Performance Key messages Sales EBITDA 1 2 3 4 Growth momentum sustained, broad based across all business 10.1% vs Q2’24 8.2% vs Q1’25 19.7% Q2’25 19.3% Q1’25 Quality of earnings improved, backed by volume growth of local products and operational efficiency Positive cash flow resulted from better earnings, improved working capital and capital efficiency Focus on pr