Schaeffler Riding the Electric Mobility Wave: Insights and Predictions
Electric Motor Development Remains Expanding, According to Schaeffler - Electrical mobility progressing, as indicated by Schaeffler
Schaeffler, a major automotive and industrial player, is riding high on the electric mobility surge. According to Schaeffler CEO Klaus Rosenberg, there's a palpable buzz in the air, as evidenced by the company's record-breaking orders worth three billion euros in the first quarter, post the merger with electric drive specialist Vitesco [1][3].
The Electrifying Merger with Vitesco
The Schaeffler-Vitesco merger, concluded in October 2024, has bolstered Schaeffler's electric mobility credentials by bringing on board Vitesco's electronic and software expertise [1].
Financial Snapshot
As of March 31, 2025, Schaeffler boasts a workforce of over 113,000 employees globally, with predicted revenues between 23 to 25 billion euros for 2025 [3]. The company aims for an EBIT margin before special items of 3 to 5 percent and a free cash flow before cash in- and outflows for M&A activities of -200 to 0 million euros in 2025 [3].
Journey Ahead in Electric Mobility
With the incorporation of Vitesco's technologies, Schaeffler is gearing up to deliver a broader spectrum of electrification solutions, accommodating varied customer needs [1]. The company stands poised to capitalize on the increased traction of new energy vehicles, particularly in China [1].
Navigating Challenges
In navigating the complexities of global trade policy disputes, Schaeffler is implementing strategic measures to absorb tariffs [3].
Innovation and Future Growth
The merger seeks to supercharge innovation and establish Schaeffler as a influential figure in the Motion Technology sector, leveraging synergies from Vitesco's cutting-edge technologies [1][4]. Despite trade tussles, Schaeffler remains optimistic, focusing on developing cost-effective solutions for electrified powertrains.
[1] Schaeffler and Vitesco Technologies merge to form leading Motion Technology company
[2] Schaeffler, Vitesco Technologies set to become top Motion Technology company
[3] Annual Report 2025: Schaeffler's Financial Overview
[4] Schaeffler and Vitesco Technologies: A Marriage Made in Motion Technology Heaven
- Schaeffler, an automotive and industrial juggernaut, is thriving in the electric mobility revolution due to record-breaking orders worth three billion euros post the merger with Vitesco, an electric drive specialist.
- The Schaeffler-Vitesco merger, completed in October 2024, strengthened Schaeffler's electric mobility competence by incorporating Vitesco's electronic and software expertise.
- As of March 31, 2025, Schaeffler employs over 113,000 people worldwide, with projected revenues ranging from 23 to 25 billion euros for 2025, targeting an EBIT margin before special items of 3 to 5 percent and a free cash flow before cash in- and outflows for M&A activities of -200 to 0 million euros in 2025.
- Following the incorporation of Vitesco's technologies, Schaeffler plans to provide a diverse array of electrification solutions tailored to customer needs, with a focus on the growing market for new energy vehicles, particularly in China.
- Despite the challenges posed by global trade policy disputes, Schaeffler is taking strategic steps to mitigate tariffs.
- The merger aims to boost innovation and position Schaeffler as a significant player in the Motion Technology sector, leveraging synergies from Vitesco's leading-edge technologies.
- Despite trade tensions, Schaeffler remains hopeful and is directing its efforts towards developing budget-friendly solutions for electrified powertrains.
- In addition to focusing on the automotive industry, Schaeffler is expected to venture into other sectors such as renewable-energy, industry, finance, transportation, business, real-estate, and technology to expand its influence in various EC countries, while continuously investing in vocational training to ensure it remains competitive in the evolving landscape of motion technology.
