Auto component sector: Listed bearings makers have a strong outlook

The three stocks have generated higher returns than their peer/broader indices over the last three months with Timken leading the chart with gains of 23.5 per cent

Bearings outperformed other segments in the auto component sector in the fourth quarter of 2024-25 (Q4FY25). Three major listed bearing biggies — Schaeffler India, SKF India, and Timken India (Timken) — saw their earnings get upgraded for FY26 and FY27 given the Q4 show, and the prospects for the sector going ahead. 

The three stocks have generated higher returns than their peer/broader indices over the last three months, with Timken leading the chart, registering gains of 23.5 per cent. The average returns for the bearing companies over this period has been 20 per cent, which is twice that of BSE