Added to YB: 2026-06-17
Pitch date: 2026-06-14
SFFLY [bullish]
Schaeffler AG
Author Info
No bio for this author
Company Info
Schaeffler AG, together with its subsidiaries, develops, manufactures, and sells components and systems for industrial applications in Europe, the Americas, China, and the Asia Pacific.
Market Cap
EUR 9.3B
Pitch Price
N/A
Price Target
N/A
Dividend
3.13%
EV/EBITDA
8.83
P/E
-21.12
EV/Sales
0.64
Sector
Automobile Components
Category
growth
Schaeffler: Positioned to 10X?
SFFLY: German auto/industrial components maker pivoting to humanoid robotics via actuators (~50% of robot BOM). Q1'26 rev €5.76B (+1% FX-adj), EBIT margin 5.0%. Robotics <1% rev but 5 contracts + ~30 prototypes, series production starts Q2'26. TAM $165B by 2034 (50% CAGR). Vertical integration moat, '10X' robotics segment bet. Risks: adoption lag, auto cyclicality, competition (Tesla, Chinese firms).
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