SCHAEFFLERNSE3 November 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,

03/11/2025

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

November 3, 2025

A W A R D S A N D A C C O L A D E S

Q3 2025 Awards and Accolades

Best Quality Export Parts Award by Escorts Kubota Limited

Recognition for Zero Defect Supplies for the second consecutive year

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

1 2 3

Economy and Industry

Business Highlights - Q3 and 9M 2025

Financial Highlights - Q3 and 9M 2025

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)

7.8

6.7

6.8

5.4

7.4

7.8

6.4

5.1

5.2

IIP 1) 3)

4.0

3.6

3.8

2.6

1.8

Q3 Est

2024

2025

2024

2025

Automotive Production Growth 2) 4)

CPI 1)

5.3

4.0

4.9

5.3

5.2

5.0

4.9

4.3

5.6

6.9

3.7

2.7

1.7

2024

-2.5

2025

2024

2025

Key Aspects

• GDP – Grew at the fastest pace, driven by

•

robust investment and resilient consumption IIP - Growth remained steady, supported by strong output in primary, intermediate, and construction goods.

• Automotive – Q3 YoY growth for CVs at

11.8% for PVs at 4.4% and for Tractors at 14.6%.

• CPI – CPI inflation edged up in August, led by housing and services, while food prices remained in deflation.

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 mining, manufacturing & electricity in IIP stands for August at 6%, 3.8% & 4.1% respectively Automotive Production includes PVs, CVs, & Tractors with production share of 72%, 15% & 12% 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

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

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)

9.6%

Steel Production (mn tn)

9.7%

Key Aspects

Core industry growth for YTD’25 registered at 2.9% compared to 4.8% 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)

0.7%

Electricity Generation (bn KwH)

1.0%

120

118

105

101

144

148 141 136

110 104 101

102

156 150 145 146

146

147

181

175

154 150 148

132 134

Sector weightage within eight core sectors

Sector

Cement

Steel

Coal

Electricity

% weight

5.4%

17.9%

10.3%

19.8%

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

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

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

2024

2025

YTD CY2025 Growth

Two and three wheelers (mn units)1)

6.2%

Passenger Vehicles (th units)2)

4.3%

Key Aspects

2.1

1.9

2.1

1.9

2.0

1.9

2.2

2.1

2.3

2.0

2.3

2.1

2.7

2.4

2.5

2.1

1.6

486

471

453 474

438 433

439 437

403 419

444

440

482 421 408 415 397

403

365

381

369

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)

5.9%

Agricultural Tractors (th units)3)

13.1%

104

107

101

104

107

115

102

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

Jan

Feb Mar Apr May

Jun

Jul

Aug Sep Oct Nov Dec

• Two and three wheelers – Growth driven by festive demand and GST rate reductions on vehicles.

• PVs - SUV demand and discounts

remained key drivers.

• CVs - Resilient freight demand

fueled growth.

• Tractors - Growth driven by strong kharif sowing, favorable rainfall, MSP increases and easing rural income pressures.

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,

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

1 2 3

Economy and Industry

Business Highlights - Q3 and 9M 2025

Financial Highlights - Q3 and 9M 2025

AGENDA

2 B U S I N E S S H I G H L I G H T S - Q 3 A N D 9 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

Q3 2025 Performance

Key messages

Revenue

EBITDA

Double digit YoY growth momentum continues, aided by Automotive Technologies and intercompany exports

13.9% vs Q3’24 3.4% vs Q2’25

20.2% Q3’25 19.7% Q2’25

Better operating margins due to volume and fixed cost absorption

Free cash flow generation and capex realization – as planned

Focus on prudent financial management and long-term value creation as we move ahead

23,601 mn INR

4,760 mn INR

PAT

13.0% Q3’25 13.0% Q2’25

FCF

1,002 mn INR Q3’24 2,868 mn INR Q2’25

3,067 mn INR

2,232 mn INR

EBITDA : Earning Before Interest, Tax and Depreciation (before exceptional item), FCF : Free Cashflow Note : Q3 2025 performance comments on Standalone Financials

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

2 B U S I N E S S H I G H L I G H T S - Q 3 A N D 9 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

Business Developments

Automotive Technologies

Vehicle Lifetime Solutions

Bearings and Industrial Solutions

Durability & Sustainable Performance

Increased market coverage

Precision Engineering

Business wins in hydraulic tensioners in PV segment

Volume wins continued for new launches – wipers and center joint support continue

New business wins in HD Clutches in CV segment

Launch of the automotive lube vending machine at Maneja facility

Continued momentum in Dampers and LV Clutches across PVs and CVs

Continued focus on portfolio expansion and penetration through range extension

New business wins for slewing ring in the off-road segment.

Business nomination for roller and ball screws and condition monitoring systems in industrial lifetime solutions.

Business wins for CRBs, TRBs ACBBs in raw material sector.

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

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

2 B U S I N E S S H I G H L I G H T S - Q 3 A N D 9 M 2 0 2 5

Portfolio Expansion – Bearings and Industrial Solutions

Launch: Large-size SRBs, Cast Steel Housings & accessories

Manufacturing Facility : Savli, Gujarat

Target Applications: Steel, Cement, Mining, Power Plants, Pulp & Paper

Features:

• X-life quality standards

• Advanced sealing, sensor mounts, auto-lubricators

• Adapter, withdrawal & hydraulic sleeves

Strengthened localization commitment by widening the existing portfolio

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

1 2 3

Economy and Industry

Business Highlights - Q3 and 9M 2025

Financial Highlights - Q3 and 9M 2025

AGENDA

3 F I N A N C I A L H I G H L I G H T S - Q 3 A N D 9 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

Revenue from operations

Total Revenue mn INR

2024

2025

Key Aspects • YoY Double digit growth continues, domestic business up 10.5% YoY

21,100

20,719

22,821

23,601

20,728

20,823

18,492

• QoQ trend remains positive, domestic business up 5.0%

QoQ Growth

1.3%

YoY Growth

14.1%

Revenue Bridge mn INR

8.2%

10.1%

3.4%

13.9%

Growth

9M’25 vs 9M’24

Q3’25 vs Q2’25

Q3’25 vs Q3’24

Automotive Technologies

Vehicle Lifetime Solutions

Bearings and Industrial Solutions

Intercompany Exports & others

18.7%

10.6%

4.1%

27.5%

15.9%

-8.1%

0.8%

-4.5%

28.8%

7.4%

-1.3%

37.2%

Sales Mix Q3 2025

IC Exports & Others 1)

1,827

192

971

23,601

20,728

-117

15%

35%

Automotive Technologies

Revenue Q3 2024

Auto. Tech.

VLS

BIS

IC Exports & Others

Revenue Q3 2025

Bearings &

38%

Industrial Solutions

12%

Vehicle Lifetime Solutions

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

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 3 A N D 9 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

Earnings Quality

EBITDA1) mn INR

3,388

Margins

2024

2025

Key Aspects

4,071

3,848

4,489

4,760

3,828

3,904

• Operating margin improved due to volume gains and fixed cost

absorption

18.3%

19.3%

18.6%

19.7%

18.5%

20.2%

18.8%

QoQ Growth

4.3%

YoY Growth

20.2%

EBITDA Bridge mn INR

10.3%

16.6%

6.1%%

24.4%

1,483

3,828

-88

-463

4,760

Q3 2024 EBITDA

Gross Margin

Employee Cost

Other Income / Exp

Q3 2025 EBITDA

1EBITDA (before exceptional items) - interest income (net) at 209 mn INR in Q3‘25 (204 mn INR Q3’24) Note : Business highlights on Standalone Financials

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

PAT mn INR

Margins

2024

2025

2,654

2,535

2,277

2,962

3,067

2,471

2,493

12.3% 12.6%

12.2%

13.0%

11.9%

13.0%

12.0%

QoQ Growth

6.4%

YoY Growth

16.6%

11.6%

16.8%

3.5%

24.1%

3 F I N A N C I A L H I G H L I G H T S - Q 3 A N D 9 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

Working Capital, Capex

Working Capital mn INR

2024

2025

Key Aspects

15,426

15,670

16,238

15,683

16,942

15,165

13,497

3M’24

3M’25

6M’24

6M’25

9M’24

9M’25

12M’24

18.5%

20.2%

18.7%

19.8%

19.0%

• Working Capital changes in anticipation of demand due to GST reforms

• Capex – focus remains on growth and localization moving

• Improved free cash flow generation due to better margins and capital

efficiency

2024

2025

Free Cash Flow mn INR

2024

2025

% to sales

Capex mn INR

1,731

825

1,555

1,002

2,076

1,550

843

2,371

2,868

2,232

1,628

1,002

(256)

(135)

% to sales

3M’24

3M’25

6M’24

6M’25

9M’24

9M’25

12M’24

9.4%

3.9%

8.4%

4.2%

8.9%

4.0%

8.6%

YoY Change

1026.1%

2224.4%

122.7%

Note : Business highlights on Standalone Financials

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 3 A N D 9 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

Performance Indicators

Revenue

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

EBITDA Margin

EBIT

EBIT Margin

EBT

EBT Margin

PAT

PAT Margin

Capex2)

FCF

Unit

Q3 2025

mn INR

23,601

Q2 2025

22,821

Q3 2024

20,728

% %

mn INR

13.9% 3.4%

4,760

20.2%

3,920

16.6%

4,129

17.5%

mn INR

3,067

13.0%

mn INR

843

mn INR

2,232

10.1% 8.2%

4,489

19.7%

3,718

16.3%

3,980

17.4%

2,962

13.0%

1,002

2,868

12.1% 0.04%

3,828

18.5%

3,128

15.1%

3,332

16.1%

2,471

11.9%

2,076

1,002

9M 2025

9M 2024

67,523

12.7% -

13,320

19.7%

10,916

16.2%

11,666

17.3%

8,683

12.9%

2,670

7,471

59,940

11.6% -

11,064

18.5%

9,125

15.2%

9,787

16.3%

7,283

12.2%

5,362

611

1) EBITDA (before exceptional items) - interest income (net) at 209 mn INR in Q3‘25 (204 mn INR Q3’24); 2) Capex includes CWIP Note : Performance indicators on Standalone Financials

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 3 A N D 9 M 2 0 2 5

Q3 2025 - Consolidated Financial Results

Particulars (mn INR)

Schaeffler India Limited Standalone Q3 2025

KRSV Innovative Auto Solutions Private Limited Q3 2025

Schaeffler India Limited Consolidated1) Q3 2025

Revenue

23,601

748

24,346

EBITDA (before exceptional)

20.2%

-14.7%

19.1%

EBIT (before exceptional)

16.6%

-16.7%

15.5%

EBT (before exceptional)

17.5%

-20.1%

16.2%

1Consollidated results are net of consolidation effects

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 3 A N D 9 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

In Summary

Double-digit YoY growth momentum continued

Better operating margin due to volume and fixed cost absorption

On track to build the leading Motion Technology Company

Continued improvement in financial and operating metrics

Committed to deliver results and drive value as we enter last quarter of the year

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

PUBLIC

3 F I N A N C I A L H I G H L I G H T S - Q 3 A N D 9 M 2 0 2 5

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

03/11/2025

Schaeffler India Limited | Q3CY25 Investor Presentation

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Schaeffler India Limited has informed the Exchange about Investor Presentation

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