Schaeffler: Are Future Growth Drivers E-Mobility and Humanoid Robotics Coming into Focus?

Schaeffler could become a fundamental revaluation story if it successfully addresses the megatrends!
The stronger focus on profitable growth is likely to spark investor interest!
Marvin Herzberger
M. Herzberger
Reading Time: 2 minutes

Schaeffler (l.) is currently undergoing an exciting transformation in my opinion. Increasingly, long-term attractive growth markets are coming into focus. This trend was also evident in the recent quarterly figures, showing that the strategic bet on e-mobility is paying off. The successful and completed integration of Vitesco is now delivering the expected synergies and economies of scale. The significant margin improvement in electric mobility is a clear indicator for investors that Schaeffler is leaving the valley of high startup costs behind...

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