Schaeffler India Ltd · NSE:SCHAEFFLER

Schaeffler India — Investor Presentation (November 2026)

29 slides from Schaeffler India's investor presentation, Nov 1, 2026

1. Slide 1: Regulation 30 cover letter to exchanges

   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 Presen

2. Slide 2: Schaeffler India Limited Investor Presentation November 2026

   Schaeffler India Limited Investor Presentation November 2026 Mumbai Copyright Schaeffler AP, 2026 – All rights reserved. |

3. Slide 3: Key messages

   INTRODUCTION Key messages 1 The Leading Motion Technology Company – with around 110,000 employees and more than 250 locations in 55 countries, Schaeffler Group is one of the world’s largest family-owned companies and one of Germany’s most innovative companies. 2 Comprehensive range of products and s

4. Slide 4: Agenda

   1 1 Schaeffler Group – Overview Schaeffler Group – Overview 2 2 Schaeffler India Limited – Overview Schaeffler India Limited – Overview 3 3 Schaeffler India Limited – Q3 and 9M 2026 Schaeffler India Limited – Q3 and 9M 2026 4 4 Schaeffler India Limited – Sustainability and Governance Schaeffler Indi

5. Slide 5: Schaeffler Group Company Profile – A Leading Motion Technology Company

   1 SCHAEFFLER GROUP U – PODVAETREVSI E W Schaeffler Group Company Profile – A Leading Motion Technology Company Sales in 2025 in € billions Sales by division and region 2025 in % Others Asia/Pacific 23.52 Bearings & E-Mobility 18.2 1% Europe1 Industrial 14% 15.8 16.3 27% 21% 13.9 Solutions Greater Ch

6. Slide 6: Origins of innovation – Driving tomorrow's technology

   1 CC S OH MAPEAFNF YL EOR V G E RR VO IUE PW – OVERVIEW Origins of innovation – Driving tomorrow’s technology Global expansion: Plants opened in Asia, North and South America Dr. Wilhelm and Complete Schaeffler becomes the Dr.-Ing. E.h. Georg 1962: Incorporation of acquisition majority shareholder W

7. Slide 7: Our Vision – Becoming the leading Motion Technology Company

   1 CC S OH MAPEAFNF YL EOR V G E RR VO IUE PW – OVERVIEW Our Vision – Becoming the leading Motion Technology Company Key Dimensions 1 4 Divisions Today2 2 4 Regions The Motion Technology 3 8 Product Families Company 4 12 Core Manufacturing Technologies Sales: EUR ~23.5 bn 5 10 Sectors Employees: ~110

8. Slide 8: Our Strategic Ambition – Divisional growth and product portfolios

   1 SCHAEFFLER GROUP U – PODVAETREVSI E W Our Strategic Ambition – Divisional growth and product portfolios 8 Product Families Powertrain Vehicle Lifetime Bearings & 5th Division, incl. E-Mobility & Chassis Solutions Industrial Solutions Humanoid Start-up Sustain Repair & Monitoring Motion Services En

9. Slide 9: Agenda

   1 1 Schaeffler Group – Overview Schaeffler Group – Overview 2 2 Schaeffler India Limited – Overview Schaeffler India Limited – Overview 3 3 Schaeffler India Limited – Q3 and 9M 2026 Schaeffler India Limited – Q3 and 9M 2026 4 4 Schaeffler India Limited – Sustainability and Governance Schaeffler Indi

10. Slide 10: Schaeffler India Limited – Financial Track Record and Revenue Mix

    2 SCHAEFFLER INDIA LIMITED – OVERVIEW Schaeffler India Limited – Financial Track Record and Revenue Mix Revenue (in INR Mn) & EBITDA Margin1 % Schaeffler in India – 60+ years of presence 93,953 80,763 68,674 72,261 55,605 Consistent yield with 5-year revenue 37,618 CAGR of 20.1%, diverse high- preci

11. Slide 11: Schaeffler India Limited – Covering Diverse Sectors

    2 SS CC HHAAEEF FF FL LE ER RI NI D 2 N IDA I|A O LVIEMR IVTI EE W D – OVERVIEW Schaeffler India Limited – Covering Diverse Sectors TWO-WHEELERS PASSENGER CARS COMMERCIAL VEHICLES RAIL AEROSPACE CONSTRUCTION & AGRICULTURE INDUSTRIAL MACHINERY MEDICAL EQUIPMENT CONVENTIONAL ENERGY RENEWABLE ENERGY Se

12. Slide 12: Schaeffler India Limited – Key Manufacturing Technologies

    2 SS CC HHAAEEF FF FL LE ER RI NI D 2 N IDA I|A O LVIEMR IVTI EE W D – OVERVIEW Schaeffler India Limited – Key Manufacturing Technologies HOT FORMING COLD FORMING​ MACHINING HEAT TREATMENT​ INJECTION MOLDING​ COATING WINDING ASSEMBLY & TESTING SURFACE MOUNTING ELECTRONICS PROTECTION INTERCONNECTION

13. Slide 13: Footprint – Headquartered in Pune with 5 manufacturing plants

    2 SS CC HHAAEEF FF FL LE ER RI NI D 2 N IDA I|A O LVIEMR IVTI EE W D – OVERVIEW Footprint – Headquartered in Pune with 5 state-of-the-art manufacturing plants across India E-Axle ASEH/SLH Needle Bearings Linear TAROL CRB /ASGS Cutting Pune (Automotive Technologies) Maneja (Bearings & Industrial Solu

14. Slide 14: Schaeffler India Limited – Broad product portfolio

    2 SS CC HHAAEEF FF FL LE ER RI NI D 2 N IDA I|A B LU ISMI NI TE E S SD U– P D O AV TE ERSV I E W Schaeffler India Limited – Broad product portfolio 8 PRODUCT FAMILIES PRODUCTS & SERVICES 1 Sustain Motion Repair & Monitoring Services 2 Energize Motion Battery & Hydrogen Solutions 3 Drive Motion E-Mot

15. Slide 15: Automotive Technologies – Overview

    2 SCHAEFFLER INDIA LIMITED – OVERVIEW Automotive Technologies – Overview PORTFOLIO OFFERINGS KEY MILESTONES 2025 WHERE THE DIVISION PLAYS TODAY Electric Drives Hybrid Drives • Today: Operational scale, manufacturing • Fifth plant opened at Shoolagiri, Tamil Nadu depth, customer continuity • E-axle l

16. Slide 16: Vehicle Lifetime Solutions – Overview

    2 SCHAEFFLER INDIA LIMITED – OVERVIEW Vehicle Lifetime Solutions – Overview PORTFOLIO OFFERINGS KEY MILESTONES 2025 PORTFOLIO DEPTH Drive Solutions Engine Solutions • First lubricants vending machine, Maneja plant • Drive, Engine and Chassis Solutions plus Repair Shop Services • Bharat Mobility Glob

17. Slide 17: Bearings & Industrial Solutions – Overview

    2 SCHAEFFLER INDIA LIMITED – OVERVIEW Bearings & Industrial Solutions – Overview PORTFOLIO OFFERINGS KEY MILESTONES 2025 INDUSTRIAL DEVELOPMENTS Industrial Bearings Automotive Bearings • Thermax collaboration on AI-enabled energy • Demand led by rail, renewables (wind), steel analytics and cement •

18. Slide 18: Agenda

    1 1 Schaeffler Group – Overview Schaeffler Group – Overview 2 2 Schaeffler India Limited – Overview Schaeffler India Limited – Overview 3 3 Schaeffler India Limited – Q3 and 9M 2026 Schaeffler India Limited – Q3 and 9M 2026 4 4 Schaeffler India Limited – Sustainability and Governance Schaeffler Indi

19. Slide 19: Q3 2026 Performance

    3 SCHAEFFLER INDIA LIMITED – Q3 AND 9M 2026 Q3 2026 Performance Key messages Revenue EBITDA 1 Double digit growth momentum in domestic and exports 30,058 5,617 mn INR mn INR business 27.4% vs Q3’25 18.7% Q3’26 2 Earnings quality marginally impacted given increased input 12.1% vs Q2’26 19.1% Q2’26 co

20. Slide 20: Performance Indicators – Q3 and 9M 2026

    B USSCI HN AE ES FS F H 3 L EI G R HI LNI DG IHA T L S I –M IQT 1E DA N– D Q 33 MA N 2 0D 2 4 9M 2026 Performance Indicators – Q3 and 9M 2026 Unit Q3 2026 Q2 2026 Q3 2025 9M 2026 9M 2025 Revenue mn INR 30,058 26,814 23,601 81,942 67,523 Revenue growth (YoY) % 27.4% 17.5% 13.9% 21.4% 12.7% Revenue gr

21. Slide 21: Revenue from operations

    3 F IC NH AA NE C S FFI AL LE RP EI N RDFO I AR ML A IMN ICTEE D – Q3 AND 9M 2026 Revenue from operations 2025 2026 Total revenue Sales Mix mn INR Q3 2026 30,058 25,070 22,82126,814 23,601 26,431 21,100 Automotive Technologies 37% Vehicle Lifetime Solutions 11% Bearings & Industrial 35% Q1 Q2 Q3 Q4

22. Slide 22: Earnings Quality

    3 F IC NH AA NE C S FFI AL LE RP EI N RDFO I AR ML A IMN ICTEE D – Q3 AND 9M 2026 Earnings Quality Margin 2025 2026 EBITDA PAT mn INR mn INR 5,617 3,704 4,830 5,132 4,760 5,056 4,489 3,197 3,367 3,280 4,071 2,962 3,067 2,654 19.3% 19.3% 19.7% 19.1% 20.2% 18.7% 19.1% 12.6% 12.8% 13.0% 12.6% 13.0% 12.

23. Slide 23: Working Capital and Capex

    3 F IC NH AA NE C S FFI AL LE RP EI N RDFO I AR ML A IMN ICTEE D – Q3 AND 9M 2026 Working Capital and Capex 2025 2026 Working Capital Free Cash Flow mn INR mn INR 22,481 20,291 2,868 2,371 2,540 17,937 16,942 2,232 16,238 16,608 15,426 1,369 965 408 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 3M’25 3M’26 6M’25 6M’26 9M

24. Slide 24: Agenda

    1 1 Schaeffler Group – Overview Schaeffler Group – Overview 2 2 Schaeffler India Limited – Overview Schaeffler India Limited – Overview 3 3 Schaeffler India Limited – Q3 and 9M 2026 Schaeffler India Limited – Q3 and 9M 2026 4 4 Schaeffler India Limited – Sustainability and Governance Schaeffler Indi

25. Slide 25: Sustainability Ranking – Measuring our impact

    4 SCHAEFFLER INDIA LIMITED – SUSTAINABILITY AND GOVERNANCE Sustainability Ranking – Measuring our impact Schaeffler India Limited has been classified by S&P Global in ‘Machinery and Electrical Equipment’ industry segment Rankings Score #1 76/100 S&P Global CSA score In India Corporate Sustainability

26. Slide 26: Steering Sustainability Strategy in defined KPIs

    2 SS CC HHAAEEF FF FL LE ER RI NI D 4 N IDA I|A E LS IGM I T E D – SUSTAINABILITY AND GOVERNANCE Steering Sustainability Strategy in defined KPIs CLIMATE ACTION HUMAN RIGHTS & WORKING CONDITIONS 1 2 3 4 5 70% of electricity sourced in the Install 140 MWp direct-line Achieve 150 GWh cumulated Achieve

27. Slide 27: Schaeffler India Limited – Executive Leadership

    4 2 SS CC HHAAEEF FF FL LE ER RI NI D N IDA I|A O LVIEMR IVTI EE W D – SUSTAINABILITY AND GOVERNANCE Schaeffler India Limited – Executive Leadership 30% Female representation in Leadership Harsha Kadam Hardevi Vazirani Amit Bhalerao Madhurisha Vippatoori Shibi Mathew Managing Director & CEO Director

28. Slide 28: Schaeffler India Limited – Board of Directors

    4 2 SS CC HHAAEEF FF FL LE ER RI NI D N IDA I|A O LVIEMR IVTI EE W D – SUSTAINABILITY AND GOVERNANCE Schaeffler India Limited – Board of Directors AC SRC RMC NRC AC NRC CSR CSR AC NRC AC RMC CSR Eranti Sumithasri N. V. Sivakumar Arvind Balaji Chetan Kumar Maini Chairwoman, Non-Executive & Non-Execut

29. Slide 29: Schaeffler

    SCHAEFFLER

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