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

11.8%

utput 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 hou

4.4%

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 service

14.6%

uction 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 remai

6%

y 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 shar

3.8%

flation 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 7

4.1%

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%

72%

% & 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) S

15%

.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 :

12%

spectively 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 : 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

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dustrial Production, CPI - Consumer Price Index 4) Automotive Production includes PVs, CVs, & Tractors 03/11/2025 Schaeffler India Limited | Q3CY25 Investor Presentation Copyright Schaeffler AP, 2025 – A

“| 9 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”

Source of data

2

Note

1

Features

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 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 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) 9.6% Steel Production (mn tn) 9.7% Key Aspects 43 41 37 37 46 41 39 36 40 36 41 38 38 34 35 33 36 34 36 34 37 15 14 14 13 15 14 14 13 15 15 15 13 13 13 13 13 14 12 13 13 13 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 97 99 82 79

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 Copyright Schaeffler AP, 2025 – All rights reserved. | 6 1 2 3 1 2 3 Economy and Industry Economy and Industry Business Highlights - Q3 and 9M 2025 Business Highlights - Q3 and 9M 2025 Financial 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 1 2 3 4 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

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 Copyright Schaeffler AP, 2025 – All rights reserved. | 10 1 2 3 1 2 3 Economy and Industry Economy and Industry Business Highlights - Q3 and 9M 2025 Business Highlights - Q3 and 9M 2025 Financial 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% Q1 QoQ Growth 1.3% YoY Growth 14.1% Revenue Bridge mn INR Q2 8.2% 10.1% Q3 3.4% 13.9% Q4 Growth 9M’25 vs 9M