Schaeffler AG: Attractive Investment Opportunity

The recent research released by Quirin Privatbank Kapitalmarktgeschäft maintains a "Buy" rating on Schaeffler AG, with a revised target price of EUR 7.50. This reflects a potential upside of over 90%. Despite flat quarter-on-quarter sales in Q1 2025, the adjusted EBIT margin remains strong. Schaeffler AG's synergy potential of EUR 600 million annually, with full realization by 2029, is highlighted as a significant factor.

The performance enhancement program, targeting EUR 215 million annually alongside EUR 75 million in one-off measures, aims to accelerate growth. The gradual progress of the E-Mobility segment towards profitability offers a promising catalyst for share prices. However, the market remains cautious, awaiting further insights at the Capital Markets Day in September. Compared to peers, Schaeffler's stock appears undervalued, presenting a compelling entry point for investors.