Key Highlights • Annual capex to exceed ₹500 Cr from 2026 to enhance capacity utilization • KRSV segment growth to moderate in 2026, focus on profitable channel/product mix • Localization reached 78%; deeper focus on spherical roller bearings • E-Axle business outperformed 2025 projections; Phase 2 localization underway • Export growth expected to moderate to 5–10% in 2026 (vs 35% in 2025) • Automotive Technology segment grew 42% YoY, driven by e-mobility and strong ICE wins What It Signals The company is balancing growth and profitability while investing aggressively in localization and e-mobility. Moderation in exports indicates normalization after a high base year. Learning Outcome Investors should track capex cycles, localization strategy, and segment-wise growth drivers to evaluate long-term competitiveness and margin sustainability.

SCHAEFFLER

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