SCHAEFFLERNSE30 April 2026

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,

30/04/2026

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

April 30, 2026

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

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.

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

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

Q1 2026 Awards and Accolades

Partner Level Excellence Award

from John Deere

Strategic Partner Award

from TVS Mobility

Innovation in Underframe Components & Engineering

at 7th Rail Analysis Innovation & Excellence Summit 2026

Outstanding Techno- Commercial Support

from Adani Power

Valued Supplier

from ELIN WG (a Voith company)

Partner’s Level Award

from John Deere for 5th time in a row

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

1 2 3

Economy and Industry

Business Highlights - Q1 2026

Financial Highlights - Q1 2026

AGENDA

30/04/2026

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

Economy

GDP 1) 3) 8.2

7.8

7.4

7.0

3.6

3.8

1.8

5.0

4.7

19.5

15.4

5.5

5.4

7.0

IIP 1) 3)

Automotive Production 2) 4)

CPI 1)

3.7

2.7

3.1

1.7

0.8

Q4 Q1 est

2025

2026

2025

2026

2025

2026

2025

2026

Key messages

• GDP – GDP growth estimated at ~7.4%, sustained by resilient consumption, investment momentum, and export

recovery.

•

IIP – Growth subdued due to weak domestic demand and capex momentum.

• Automotive – Q1 YoY growth for CVs at 17.0% for PVs at 11.3% and for Tractors at 37.2%.

• CPI – Surge in CPI due to higher food prices and energy pressure reversing the disinflationary trend seen

through late 2025.

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.

• Growth rates of the three sectors, Mining, Manufacturing and Electricity for the month of March are 5.5%, 4.3% and 0.8% respectively.

• Automotive Production includes PVs, CVs, & Tractors with production share of 69%, 16% & 15% 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 5) GDP data for Q1CY26 is based on estimates

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

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

Core Sector Performance

8.4%

Cement Production (mn tn)

8 4

3 4

5 4

1 4

6 4

8 4

7.6%

Steel Production (mn tn)

7 1

5 1

4 1

5 1

0.1%

2.29%

Coal Production (mn tn)

5 0 1

9 0 1

9 9

1 0 1

0 2 1

5 1 1

Electricity Generation (bn KwH)

8 4 1

5 5 1

1 4 1

4 4 1

0 1 1

9 0 1

Jan

Feb

Mar

Jan

Feb

Mar

Jan

Feb

Mar

Jan

Feb

Mar

Key aspects

• Core industry growth for Q4FY26 registered at 2.4% compared to 4.1% for the same period last year.

• Growth in cement and steel production supported by construction demand, infrastructure push, and steady rural

housing activity.

• Coal production remained sluggish amid geopolitical instability, while electricity generation was tempered by

seasonal factors and lower consumption trends.

Sector weightage within eight core sectors

Sector

Cement

Steel

Coal

Electricity

% weight

5.4%

17.9%

10.3%

19.8%

Source of Data: Core sectors data - Office of Economic Advisor

2025

2026

YTD CY2026 Growth

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

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

Automotive Sector Performance

Two and three wheelers (mn units)1)

5 2

1 2

4 2

9 1

5 2

1 2

Passenger Vehicles

(th units)2)

6 2 5

6 8 4

8 0 5

3 5 4

8 3 5

4 7 4

Commercial Vehicles (th units)2)

5 0 1

9 1 1

7 9

5 1 1

2 0 1

3 2 1

Agricultural Tractors (th units)3)

6 0 1

3 9

9 1 1

0 1 1

6 8

6 6

Jan

Feb

Mar

Jan

Feb

Mar

Jan

Feb

Mar

Jan

Feb

Mar

Key aspects

Year to Date (YTD) Growth

• Two and three wheelers – Growth driven by government incentive for electric vehicles and rise in urban mobility

Vehicle

YTD Growth

needs.

• PVs and CVs – Growth driven by infrastructure investments and evolving consumer preferences.

• Tractors - Growth driven by rising disposable income of farmers and continued focus on agricultural

infrastructure.

Source of data : 1) SIAM : Society of Indian Automobile Manufacturers 2) TMA : Tractor Manufacturers Association 3) 2W – Two wheelers, 3W- Three wheeler , CV – Commercial Vehicles, PV – Passenger Vehicles, AT- Agricultural Tractors

2W and 3W

PVs

CVs

Tractors

21.0%

11.3%

17.0%

37.2%

2025

2026

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

1 2 3

Economy and Industry

Business Highlights - Q1 2026

Financial Highlights - Q1 2026

AGENDA

30/04/2026

2 B U S I N E S S H I G H L I G H T S - Q 1 2 0 2 6

Q1 2026 Performance

Key messages

YoY double digit growth momentum sustained in Automotive Technologies, Vehicle Lifetime Solutions and Exports

Earnings quality sustained due to localization benefits and capital efficiency

Successfully navigated margin headwinds on supply chain disruptions and inflationary pressures

4 Working capital levels sustained

Capex – moderate investments for the quarter, framework remains on track

Revenue

25,070 mn INR

18.8% vs Q1’25 -5.1% vs Q4’25

PAT 3,197 mn INR

12.8% Q1’26 12.4% Q4’25

EBITDA

4,830 mn INR

19.3% Q1’26 19.1% Q4’25

FCF 1,369 mn INR

-42.2% vs Q1’25 -46.1% vs Q4’25

EBITDA : Earning Before Interest, Tax and Depreciation (before exceptional item), FCF : Free Cashflow, PAT: Profit After Tax Note Q1 2026 performance comments on Standalone Financials

4/24/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

2 B U S I N E S S H I G H L I G H T S - Q 1 2 0 2 6

Business Developments

AUTOMOTIVE TECHNOLOGIES

VEHICLE LIFETIME SOLUTIONS

BEARINGS AND INDUSTRIAL SOLUTIONS

Precision and Longevity

Increased Market Coverage

Advance Motion Solutions

• New business wins in double clutches for

• Business wins for FEAD timing kits, bearings

• New business wins for Housing , SRBs and

tractors

and lubricants continued

• Continued momentum in heavy duty clutch

and double clutch

• Business wins for hydraulic cam phaser

• Launched focus campaigns and workshop

engagement programs

• Continued focus on portfolio expansion and

penetration through range extension

Split SRBs, nominations for needle bearings for steering application

• Business wins for CRBs, TRBs, DGBBs for Raw Materials and Power Transmission sectors

• Business wins for DGBBs, NRBs in

automotive bearings

SRBs -Spherical roller bearing, TRB - Tapered roller bearing, CRB - Cylindrical roller bearing, DGBBs- Deep Groove Ball Bearing, FEAD- Front End Accessory Drive

4/24/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

1 2 3

Economy and Industry

Business Highlights - Q1 2026

Financial Highlights - Q1 2026

AGENDA

30/04/2026

3 F I N A N C I A L H I G H L I G H T S - Q 1 2 0 2 6 3 F I N A N C I A L P E R F O R M A N C E

Revenue from operations

Total revenue mn INR

25,070

21,100

22,821

23,601

26,431

QoQ Growth

1.3%

-5.1%

8.2%

3.4%

12.0%

YoY Growth

14.1%

18.8%

10.1%

13.9%

26.9%

2025

2026

Sales Mix

Q1 2026

IC Exports & Others 1)

16%

37%

Automotive Technologies

Bearings &

Industrial Solutions

35%

12%

Vehicle Lifetime Solutions

Growth

Q1’26 vs Q4’25

Q1’26 vs Q1’25

Key aspects

Automotive Technologies

Vehicle Lifetime Solutions

Bearings and Industrial Solutions

Intercompany Exports & others

-1.3%

-0.6%

-14.3%

6.6%

30.8%

18.1%

4.2%

32.5%

• YoY Double digit growth in Automotive Technologies and Vehicle Lifetime Solutions and Exports, domestic business up 16.4%

• QoQ trend impact due to ongoing geopolitical conflicts, domestic

business down 7.2%

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

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 1 2 0 2 6 3 F I N A N C I A L P E R F O R M A N C E

Earnings Quality

EBITDA mn INR

4,830

4,489

4,071

4,760

5,056

19.3%

19.7%

20.2%

19.1%

PAT mn INR

3,197

2,962

3,067

2,654

12.6%

12.8%

13.0%

Margin

2025

2026

3,280

12.4%

6.9%

31.5%

QoQ Growth

4.3%

-4.5%

10.3%

6.1%

YoY Growth

20.2%

18.6%

16.6%

24.1%

6.2%

29.5%

QoQ Growth

6.4%

-2.5%

11.6%

YoY Growth

16.6%

20.5%

16.8%

3.5%

24.1%

EBITDA Bridge mn INR

1,648

Key aspects

4,071

(109)

4,830

(780)

• YoY margins headwinds offset by volume gains, localization benefits and

capital efficiency

• QoQ margins consistent with compensating differences

Q1 2025 EBITDA

Gross Margin

Employee Cost

Other Income / Exp

Q1 2026 EBITDA

EBITDA (before exceptional items) – Earning Before Interest, Tax, Depreciation and Amortization ) - interest income (net) at 295 mn INR in Q1’‘26 (279 mn INR Q1’25) PAT: Profit After Tax Note : Performance indicators on Standalone Financials

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 1 2 0 2 6 3 F I N A N C I A L P E R F O R M A N C E

Working Capital and Capex

Working Capital mn INR

17,937

15,426

16,238

16,942

16,608

% to sales

3M’25

3M’26

6M’25

18.5%

17.9%

18.7%

9M’25

19.0%

Capex mn INR

825

788

1,002

843

12M’25

17.9%

1,166

% to sales

3M’25

3M’26

6M’25

3.9%

3.1%

4.2%

9M’25

4.0%

12M’25

4.1%

Note : Business highlights on Standalone Financials

2025

2026

2,868

2,232

2,540

Free Cash Flow

mn INR

2,371

1,369

-42.2%

YoY Change

Key aspects

• Capex – moderate investments for the quarter, framework on track

• Free cash flow generation – adversely impacted by increase in absolute working capital to meet increasing demand in ATECH – working capital ratio remains in check

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 1 2 0 2 6 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

Unit

Revenue

mn INR

Revenue growth (YoY)

Revenue growth (QoQ)

EBITDA1)

EBITDA Margin

EBIT

EBIT Margin

EBT

EBT Margin

PAT

PAT Margin

Capex2)

FCF

mn INR

Q1 2026

25,070

18.8%

-5.1%

4,830

19.3%

3,962

15.8%

4,257

17.0%

3,197

12.8%

788

1,369

Q4 2025

26,431

26.9%

12.0%

5,056

19.1%

4,173

15.8%

4,455

16.9%

3,280

12.4%

1,166

2,540

Q1 2025

12M 2025

21,100

14.1%

1.3%

4,071

19.3%

3,278

15.5%

3,557

16.9%

2,654

12.6%

825

2,371

93,953

16.3%

18,376

19.6%

15,088

16.1%

16,120

17.2%

11,962

12.7%

3,836

10,010

1) EBITDA (before exceptional items) - Earning Before Interest, Tax, Depreciation and Amortization - interest income (net) at 295 mn INR in Q1’‘26 (279 mn INR Q1’25) ; 2) Capex includes CWIP Note : Performance indicators on Standalone Financials

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 1 2 0 2 6

Q1 2026 - Consolidated Financial Results

Particulars (mn INR)

Schaeffler India Limited Standalone (Q1 2026)

KRSV Innovative Auto Solutions Private Limited (Q1 2026)

Schaeffler India Limited Consolidated1) (Q1 2026)

Revenue

25,070

EBITDA (before exceptional)

EBIT (before exceptional)

EBT (before exceptional)

19.3%

15.8%

17.0%

787

-13.4%

-15.1%

-19.0%

25,856

19.1%

15.6%

16.6%

1) Consolidated results are net of consolidation effects

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

3 F I N A N C I A L H I G H L I G H T S - Q 1 2 0 2 6

In Summary

Key messages

1 2 3

YoY double digit growth momentum sustained in Automotive Technologies, Vehicle Lifetime Solutions and Exports

Earnings quality sustained due to localization benefits and capital efficiency

Working capital levels sustained. Capex framework remains on track

Committed to deliver results and drive long term stakeholder value

4/24/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

30/04/2026

Schaeffler India Limited | Q1CY26 Investor Presentation

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Schaeffler India Limited has informed the Exchange about Investor Presentation

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