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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
History
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Schaeffler India Limited is an India-based automotive and industrial component supplier. The Company provides components and systems for engine, transmission, and chassis applications for hybrid, electric, and combustion-engine-powered vehicles. The Company’s segments include…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A high-quality, slow-growing business, trading cheap versus its own history.
Schaeffler India is scored on the general / industrial framework. It keeps a healthy 11.7% of every rupee of sales as net profit. Those profits are backed by real cash — operating cash flow runs 1.12× reported profit. Free cash flow is worth about 1.7% of its market value.
Over the last 3 years revenue compounded at 12%/yr and profit at 9%/yr. Book value has grown 12%/yr. Return on equity is an elite 18.6%. In the latest quarter profit grew 3% versus the prior quarter.
At 48× earnings, the stock sits at the 3rd percentile of its own 3.9-year range — the cheap end of where it has historically traded. Today's price already implies ~24%/yr earnings growth sustained for a decade — a demanding bar. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 57.95 | 57.59 | worse |
| P/B | 11.36 | 9.71 | worse |
| EV/EBITDA | 33.22 | 36.94 | better |
| ROE | 18.63 | 22.67 | worse |
| ROCE | 25.19 | 26.52 | worse |
| ROA | 14.57 | 11.89 | better |
| Quick Ratio | 1.75 | 1.52 | better |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Timken India | 50.8 | 7.3 | 14.5% |
| SKF IND (industrial) | 49.4 | 7.8 | 26.7% |
| SKF India | 45.2 | 5.7 | 12.5% |
Revenue has grown every year across all 4 financial years shown. 12% CAGR over 3 years — steady double-digit compounder.
Net profit has risen every year — the hallmark of a compounder.
Operating margins have been stable around 16% — no major structural shift. Margins have declined for 2 consecutive years — watch for a structural cost problem.
ROE at 19% — a respectable return on shareholder capital. Low variance across years — a predictable business that earns steadily on its equity base.
EPS has grown every year — each share earns more than the last, consistently. 9% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Heavy investing spend every year, but operations generate enough to cover it — the business self-funds its growth. Financing outflows in consecutive years — balance-sheet discipline through debt repayment or dividends.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue rose 6% sequentially — momentum is building.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.9y median.
Promoters hold 74.1% — heavily owner-operated with strong skin in the game.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.