Schaeffler India Ltd · NSE:SCHAEFFLER

Schaeffler India — Shareholder Meeting (April 2026)

27 slides from Schaeffler India's shareholder meeting presentation, May 1, 2026

Slide 1: Cover letter to exchanges: presentation at 63rd AGM
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: Presentation ma
Slide 3: You're Invited | Shareholder's Plant Visit
You’re Invited | Shareholder’s Plant Visit DETAILS TO FOLLOW SOON… Schaeffler India Limited | 63rd Annual General Meeting Copyright Schaeffler AP, 2026 – All rights reserved. | 2
Slide 4: Our purpose, vision, and mission
Our purpose, vision, and mission | Driving innovation and leadership OUR PURPOSE We pioneer motion Our Vision Our Mission Becoming the leading We offer innovative Motion Technology Company products and services in the field of motion. Schaeffler India Limited | 63rd Annual General Meeting Copyright
Slide 5: The Motion Technology Company | Our product families
The Motion Technology Company | Our 8 product families Sustain Motion Repair & Monitoring Services Energize Motion Battery & Hydrogen Solutions Drive Motion E-Motors & E-Drives MOTION Power Motion Power Electronic Units AS THE Generate Motion Actuators CONNECTING Control Motion Electric Control Unit
Slide 6: Our comprehensive product portfolio across sectors
Our comprehensive product portfolio across sectors | From micro bearings to advanced e-drives Smallest To Largest Mechanical To Actuation Sectors That We Serve Needle bearing Powertrain systems Precision micro bearings Transmission systems and miniature linear for expertise for reliable compact join
Slide 7: Schaeffler Group unlocking new, selected growth opportunities
Schaeffler Group unlocking new, selected growth opportunities | Leveraging existing competencies Schaeffler is strategically diversifying by entering promising new growth fields, leveraging its expertise as a systems supplier to industrialize complex technologies. With a broad technology portfolio a
Slide 8: 2025 | A year of impact and progress
2025 | A year of impact and progress Resilient Expanded E-Mobility Strengthened Financial Portfolio and ESG Priorities Advancements Localization Performance Business Wins Schaeffler India Limited | 63rd Annual General Meeting Copyright Schaeffler AP, 2026 – All rights reserved. | 7
Slide 9: Year in Review | Driving financial success
Year in Review | Driving financial success Revenue EBITDA Margins Dividend per share, ROCE [mn INR] [% of sales] Payout ratio [INR/ % ] [%] 19.6% 93,953 27.4% 19.0% 26.0% 35 24.6% 18.7% 80,763 23.8% 23.0% 18.5% 72,261 68,674 28 17.9% 26 24 55,605 16 40% 43% 45% 45% 46% CY 21 CY 22 CY 23 CY 24 CY 25
Slide 10: Business Divisions at a glance | Engines of growth
Business Divisions at a glance | Engines of growth Automotive Technologies Vehicle Lifetime Solutions Bearings & Industrial Intercompany Exports & Solutions Others ₹31,372 mn ₹11,398 mn ₹36,855 mn ₹14,328 mn 24.6% up year-on-year 12.2% up year-on-year 6.4% up year-on-year 32.7% up year-on-year 34% 1
Slide 11: E-mobility milestone | Global excellence, tailored for India
E-mobility milestone | Global excellence, tailored for India Schaeffler e-Propulsion : engineered locally for a powerful, reliable & seamless drive experience Schaeffler India Limited | 63rd Annual General Meeting Copyright Schaeffler AP, 2026 – All rights reserved. | 10
Slide 12: Manufacturing facility at Shoolagiri
Manufacturing facility at Shoolagiri | Building strength & future-ready technologies 5th manufacturing facility 108,000 sqm total land plot 16,500 sqm phase 1 executed Advancing automotive needs with conventional and electrified powertrains Schaeffler India Limited | 63rd Annual General Meeting Copy
Slide 13: Our integrated presence | Plants and R&D centers closer to customers
Our integrated presence | Plants and R&D centers closer to customers 33,000+ Retail network 3,826 330 Distribution and Employees channel partners 5 5 3 Plants Sales offices R&D centers Map not to scale and for representation purpose only Schaeffler India Limited | 63rd Annual General Meeting Copyrig
Slide 14: Driven by our operations strategy | Together for high performance
Driven by our operations strategy | Together for high performance The leading Motion Technology Company Our Vision We drive Manufacturing Excellence as one passionate Operations team. Our Ambition Our 3 INNOVATIVE EXCELLENT SUSTAINABLE Focus Areas Automation & Technology Operational Excellence Healt
Slide 15: Our customer centric approach | Connecting beyond transactions
Our customer centric approach | Connecting beyond transactions Automotive Technologies Vehicle Lifetime Solutions Bearings and Industrial Solutions • Sustained momentum across PV, CV and MHCV • Continued momentum in new products launched • Continued wins across key sectors – 2Ws, sectors for hydraul
Slide 16: Business Awards | Wide recognition by our customers
Business Awards | Wide recognition by our customers Production Key Development Partner Level Award Best Supplier Best Supplier Award Development Award Partner Award from John Deere, 9th time Certificate from Alstom Transport from Mahindra & Mahindra from RSB Transmission in a row from Voith Turbo Pv
Slide 17: ESG Priorities
ESG Priorities Environment Social Governance Ratings 2,046 MWh 30% 38% Energy savings Women in leadership Independent board team members 37,241 tCO2e 92% 25% Emissions averted Employee engagement score Women board members 100% ₹ 247.2 mn 54 years 1st rank in India under Renewable energy consumption
Slide 18: Our pathway to sustainable growth
Our pathway to sustainable growth Climate strategy and decarbonization approach with focus on three pillars 2,046 MWh ENVIRONMENT energy savings Improving energy efficiency across operations 37,241 tCO2e emissions averted Transitioning towards renewable energy 100% renewable energy consumption Integ
Slide 19: Creating shared value
Creating shared value SOCIAL ₹ 247.2 mn CSR spend We are committed to social progress embodied by H.O.P.E, actively engaging in community well-being 129,149 activities surrounding our operations Lives Impacted Empowering communities through HOPE Schaeffler India Limited | 63rd Annual General Meeting
Slide 20: Excellence in CSR
Excellence in CSR Best Water Excellence in D&I and Doing good for Best Water Excellence in Water Conservation Award Women Women & Inclusion, Preservation Award Management from CSR Universe Empowerment Employability & from Global CSR and ESG from CII National Awards Climate Action and from ASSOCHAM,
Slide 21: Strength in people and perspective
Strength in people and perspective | Together we can achieve more Health, Safety and Culture, Inclusion and Employee Engagement Future-ready Upskilling Workplace well-being Engagement and Strategic Listening SOCIAL 0.13 4.1% 92% 69% female employee workforce in LTIR engagement digital upskilling rep
Slide 22: Driving strong governance with integrity and transparency
Driving strong governance with integrity and transparency Enabling comprehensive value creation Rights and equitable treatment of shareholders GOVERNANCE Role of Stakeholders in Corporate Governance Disclosures and Transparency Responsibilities of Board and Committees Schaeffler Group’s Governance,
Slide 23: Board of Directors | A strong team
Board of Directors | A strong team 38% Independent Board GOVERNANCE Members E. V. Sumithasri Arvind Balaji Amit Kalyani1 N. V. Sivakumar Jens Schüler 25% Women Board Members ~54 years Avg median age Andreas Schick1 Dharmesh Arora1 Maximilian Fiedler2 Harsha Kadam Hardevi Vazirani Adhering to highest
Slide 24: Executive Leadership | The benchmark for our collaboration
Executive Leadership | The benchmark for our collaboration 30% Women Leaders GOVERNANCE ~52.5 years Avg leadership age ~27 years Avg leadership experience Steering our way forward Schaeffler India Limited | 63rd Annual General Meeting Copyright Schaeffler AP, 2026 – All rights reserved. | 23
Slide 25: Brand building | Defining identity and impact
Brand building | Defining identity and impact Bharat Mobility Global Expo 2025 Indian National Supercross Digital Campaign - Lubricants and Championship Wipers Schaeffler India Limited | 63rd Annual General Meeting Copyright Schaeffler AP, 2026 – All rights reserved. | 24
Slide 26: Moving forward together
Moving forward together 1 Double digit growth momentum maintained during the year, broad based across business divisions 2 Momentum maintained through new facility investments and sustained business growth driven by a broadening product portfolio 3 Strategic e-axle win, successful foray into rapidly
Slide 27: We pioneer motion
We pioneer motion

Schaeffler India — Shareholder Meeting (April 2026) on 6ix

Schaeffler India — Shareholder Meeting (April 2026)

Slide 1: Cover letter to exchanges: presentation at 63rd AGM

Slide 2: Schaeffler India Limited

Slide 3: You're Invited | Shareholder's Plant Visit

Slide 4: Our purpose, vision, and mission

Slide 5: The Motion Technology Company | Our product families

Slide 6: Our comprehensive product portfolio across sectors

Slide 7: Schaeffler Group unlocking new, selected growth opportunities

Slide 8: 2025 | A year of impact and progress

Slide 9: Year in Review | Driving financial success

Slide 10: Business Divisions at a glance | Engines of growth

Slide 11: E-mobility milestone | Global excellence, tailored for India

Slide 12: Manufacturing facility at Shoolagiri

Slide 13: Our integrated presence | Plants and R&D centers closer to customers

Slide 14: Driven by our operations strategy | Together for high performance

Slide 15: Our customer centric approach | Connecting beyond transactions

Slide 16: Business Awards | Wide recognition by our customers

Slide 17: ESG Priorities

Slide 18: Our pathway to sustainable growth

Slide 19: Creating shared value

Slide 20: Excellence in CSR

Slide 21: Strength in people and perspective

Slide 22: Driving strong governance with integrity and transparency

Slide 23: Board of Directors | A strong team

Slide 24: Executive Leadership | The benchmark for our collaboration

Slide 25: Brand building | Defining identity and impact

Slide 26: Moving forward together

Slide 27: We pioneer motion