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

7.4%

Q1 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 s

17.0%

th 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 en

11.3%

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 rev

37.2%

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

5.5%

owth 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 product

4.3%

ates 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 sh

0.8%

he 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

69%

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

16%

spectively. • 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

15%

vely. • 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 : Soc

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inistry 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. • 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 Copyright Schaeffler AG, 2026 – All rights reserved. | 5 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 5 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

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 Copyright Schaeffler AG, 2026 – All rights reserved. | 7 1 2 3 1 2 3 Economy and Industry Economy and Industry Business Highlights - Q1 2026 Business Highlights - Q1 2026 Financial Highlights - Q1 2026 Financial Highlights - Q1 2026 AGENDA 8 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 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 Successfully navigated margin headwinds on supply chain disruptions and inflationary pressures 4 Working capital levels sust