Key figures on sustainability

Financial and non-financial key figures that are important for measuring the sustainability performance of the Schaeffler Group are presented below.

If not otherwise indicated, the information refers to the Schaeffler Group. The reference period covers the business years from 2016 to 2018. Due to a revision of the key figure set, key figures from the previous year are occasionally no longer reported. Furthermore, selected key figures broken down by region are only shown in the online report.

In the course of preparing the combined separate non-financial report of the Schaeffler Group, selected qualitative and quantitative details were submitted to an external business audit taking into consideration the International Standards on Assurance Engagements (ISAE) 3000 (Revised) for the purpose of obtaining a limited assurance engagement with respect to the information required by law as per Sections 315b and 315c in conjunction with Sections 289c to 289e HGB. Key figures audited in this context are marked with a sign. Key figures that were audited as part of the business reporting process (2018 and 2017) are marked with a .

The figures are generally rounded, which can lead to slight deviations in the calculation of sums.

Sustainable management

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Sustainable management

 

  

 

  

 

  

2018

  

2017

  

2016

  

Percentage change
(2017–2018)

1)

Previous year's figures according to the segment structure reported in 2018.

2)

Attributable to shareholders of the parent company.

3)

Including noncontrolling interests.

4)

Retrospective adjustment of the 2017 figure due to a change in the accounting for income tax benefits. See explanatory information in the annual report 2018 in the Appendix Note 1.4 Method change IAS 8.

5)

Requested in 2018.

6)

Employees incl. temporary staff, apprentices, interns, and contract workers.

7)

Response rate of relevant suppliers surveyed on the use of conflict minerals as defined under the Responsible Minerals Initiative.

8)

Survey period from March to February of the following year.

9)

2018 value checked in interim status in December 2018.

10)

Risk areas as defined in the RCOI.

11)

Contraventions of the prohibition on forced labor and child labor and cases of discrimination by origin, skin color, or gender.

 

Total revenue

  

EUR millions

  

14,241

  

14,021

  

13,338

  

1.6

 

Revenue Automotive1)

  

EUR millions

  

8,997

  

8,991

  

10,338

  

0.1

 

Revenue Industrial1)

  

EUR millions

  

3,385

  

3,150

  

3,000

  

7.5

 

Revenue Automotive Aftermarket1)

  

EUR millions

  

1,859

  

1,880

  

n. a.

  

-1.1

 

Revenue Europe

  

%

  

51.3

  

51.2

  

53.1

  

0.2

 

Revenue Americas

  

%

  

20.2

  

20.8

  

21.0

  

-2.9

 

Revenue Greater China

  

%

  

18.0

  

17.5

  

15.4

  

2.9

 

Revenue Asia/Pacific

  

%

  

10.5

  

10.5

  

10.5

  

0

 

Net income2)

  

EUR millions

  

881

  

980

  

859

  

-10.1

 

Shareholders’ equity3) 4)

  

EUR millions

  

3,060

  

2,581

  

1,997

  

18.6

 

Net financial debt

  

EUR millions

  

2,547

  

2,370

  

2,636

  

7.5

 

Schaeffler value added before special items

  

EUR millions

  

556

  

787

  

939

  

-29.4

 

New suppliers reviewed in initial assessments5)

  

Number

  

111

  

157

  

114

  

-29.3

 

  

Employees trained in classroom training and workshops on the topic of compliance

  

Number

  

8,793

  

8,741

  

9,988

  

0.6

 

Web-based compliance training participants in the reporting year6)

  

Number

  

9,578

  

8,160

  

n. a.

  

17.4

 

Response rate of surveyed suppliers on the use of conflict minerals7) 8) 9)

  

%

  

94.3

  

91.2

  

88.0

  

3.3

 

Coverage rate of certified smelting plants in the supply chain8) 10)

  

%

  

100

  

100

  

100

  

0

 

Confirmed cases of human rights violations11)

  

Number

  

0

  

0

  

n. a.

  

0

Customers and products

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Customers and products

 

  

 

  

 

  

2018

  

2017

  

2016

  

Percentage change
(2017–2018)

1)

Previous year's figures according to the segment structure reported in 2018.

12)

The values reflect the workforce headcount at the end of the year. The figures for 2016 and 2017, which were based on average values in the 2017 sustainability report, were subsequently converted to a headcount at the end of the year.

13)

Patent registrations concern first filings filed with the German Patent and Trade Mark Office.

14)

According to the scope of the Schaeffler Group's management manual and valid certification rules.

 

Research and development (R&D) expenses

  

EUR millions

  

847

  

846

  

751

  

0.1

 

R&D ratio

  

%

  

5.9

  

6.0

  

5.6

  

-1.7

 

R&D employees12)

  

Number

  

7,991

  

7,790

  

7,304

  

2.6

 

R&D centers

  

Number

  

20

  

18

  

17

  

11.1

 

Internal inventions reported

  

Number

  

3,452

  

3,294

  

2,952

  

4.9

 

  

Patent registrations13)

  

Number

  

2,417

  

2,383

  

2,316

  

1.4

 

Awards for customer satisfaction/product quality

  

Number

  

65

  

58

  

50

  

12.1

 

Coverage rate of quality management systems14)

  

%

  

100

  

100

  

100

  

0

 

Revenue business division E-Mobility1)

  

EUR millions

  

486

  

416

  

n. a.

  

16.8

Environment and energy

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Environment and energy15)

 

  

 

  

 

  

2018

  

2017

  

2016

  

Percentage change
(2017–2018)

15)

The key environmental indicators of emissions and energy and water consumption are based on the consumption of the 75 production sites at 71 locations. The calculation is based on certification in accordance with ISO 14001, ISO 50001, and OHSAS 18001 and entry in the EMAS site registry; reporting date 12/31/2018.

16)

Relating to employees.

17)

Energy sources included: Electricity, natural gas, district heating, propane, fuel oil, without the amount of electricity produced by the gas-powered CHP.

18)

The value for 2016 has been corrected in the course of a subsequent validation. It therefore differs from the value presented in the sustainability report 2017.

19)

The calculation of greenhouse gas emissions is based on the emission factors of the VDA (2017) and the Probas database of the German Federal Environmental Agency. Emission sources covered: Scope 1 (natural gas, fuel oil, propane) and Scope 2 (electricity, district heating).

20)

Total of Scope 1 and Scope 2 (location based).

21)

Supplier-specific emission factors were used to determine Scope 2 market based.

22)

The value for 2017 has been corrected in the course of a subsequent validation. It therefore differs from the value presented in the Sustainability Report 2017.

23)

Water consumption includes municipal and internal company water. 2017 value corrected based on subsequently reported data.

24)

Excluding metals and scrap.

25)

Recycled or recovered amount of total waste, excluding metals and scrap.

26)

Not included are rail transports and special transports, such as machine transports during removal.

27)

Distribution of Schaeffler products to the end customer (last-mile transports).

28)

Calculation of CO2 emissions according to DIN EN 16258.

 

Coverage rate for EMAS certification16)

  

%

  

88.2

  

87.9

  

89.3

  

0.3

 

Coverage rate for ISO 14001 certification16)

  

%

  

88.7

  

88.3

  

89.9

  

0.5

 

Coverage rate for ISO 50001 certification16)

  

%

  

85.8

  

85.2

  

83.7

  

0.7

 

Total energy consumption17)

  

GWh

  

3,367

  

3,233

  

3,119

  

4.1

 

Electricity consumption

  

GWh

  

2,365

  

2,339

  

2,255

  

1.1

 

Natural gas consumption

  

GWh

  

876.7

  

798.0

  

742.0

  

9.9

 

Fuel oil consumption

  

l

  

880,462

  

748,143

  

850,959

  

17.7

 

Propane/LPG consumption

  

t

  

4,097.9

  

3,938.0

  

3,401.0

  

4.1

 

District heating consumption

  

MWh

  

63,429.6

  

67,393.0

  

69,414.0

  

-5.9

 

Greenhouse gas emissions18) 19), total20)

  

t CO2

  

1,461,790

  

1,409,388

  

1,474,864

  

3.7

 

Greenhouse gas emissions18) 19) (Scope 1)

  

t CO2

  

193,708

  

175,635

  

163,828

  

10.3

 

Greenhouse gas emissions18) 19) (Scope 2) location based

  

t CO2

  

1,268,082

  

1,233,752

  

1,311,036

  

2.8

 

Greenhouse gas emissions19) (Scope 2) market based21)

  

t CO2

  

851,916

  

833,350

  

937,839

  

2.2

 

  

Nitrogen oxides (NOx)22)

  

t

  

86.2

  

104.3

  

88.9

  

-17.4

 

  

Sulfur dioxide (SO2)18) 22)

  

t

  

7.5

  

6.2

  

6.6

  

16.1

 

  

Fine particles

  

kg

  

145

  

90

  

182

  

61.1

 

Water consumption23)

  

m3

  

6,089,564

  

5,964,821

  

5,018,560

  

2.1

 

Amount of waste, Germany

  

t

  

312,383

  

302,969

  

313,259

  

3.1

 

  

Scrap and metals, Germany

  

t

  

260,419

  

249,031

  

260,056

  

4.6

 

  

Waste for disposal, Germany22)

  

t

  

4,402

  

2,761

  

4,725

  

59.4

 

  

Waste for recycling, Germany22) 24)

  

t

  

48,397

  

51,177

  

51,256

  

-5.4

 

Recycling rate, Germany25)

  

%

  

91.1

  

94.9

  

96.3

  

-4.0

 

  

Transport volume, outbound26) 27) 28)

  

Million tkm

  

161

  

161

  

n. a.

  

0

 

  

CO2 emissions, outbound26) 27) 28)

  

t

  

144,675

  

149,153

  

n. a.

  

-3.0

 

  

Charging stations with direct current (DC) power columns, total18)

  

Number

  

8

  

7

  

2

  

14.3

 

  

Charging stations with alternating current (AC) power columns, total22)

  

Number

  

105

  

66

  

14

  

59.1

 

  

Charging stations for electric bikes, total22)

  

Number

  

46

  

46

  

10

  

0

 

  

Sites with charging infrastructure for electric and hybrid motor vehicles, total

  

Number

  

25

  

20

  

5

  

25.0

Employees and society

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Employees and society29)

 

  

 

  

 

  

2018

  

2017

  

2016

  

Percentage change
(2017–2018)

16)

Relating to employees.

29)

Unless otherwise indicated, the employee figures refer to the reporting date of December 31 of the respective year.

30)

Initiated by employees; related to the average number of employees from 1/1/2018 to 12/31/2018.

31)

The values for 2016 and 2017 have been corrected retrospectively. Instead of Schaeffler AG, they refer to Schaeffler in Germany.

32)

The value for 2018 includes employees of Schaeffler Automotive Bühl GmbH & Co. KG for the first time.

33)

“Managers” are defined as employees in a supervisory function.

34)

Schaeffler Group Germany, without temporary workers.

35)

The “Two in One” study combines a Bachelor’s degree with vocational training.

36)

Accident rate (AccR) measurement = occupational accidents from one day of absence per 1 million hours worked.

37)

Employees incl. temporary staff, apprentices, and interns.

 

Number of employees, total

  

Number

  

92,478

  

90,151

  

86,662

  

2.6

 

Distribution of employees by region

  

 

  

 

  

 

  

 

  

 

 

Europe

  

%

  

68.3

  

68.3

  

69.4

  

0

 

Americas

  

%

  

14.2

  

14.5

  

14.4

  

-2.1

 

Greater China

  

%

  

14.0

  

13.9

  

13.0

  

0.7

 

Asia/Pacific

  

%

  

3.5

  

3.3

  

3.2

  

6.1

 

  

New employees, total

  

Number

  

9,871

  

10,399

  

8,696

  

-5.1

 

  

Of which women

  

Number

  

2,643

  

2,550

  

2,243

  

3.6

 

  

Of which in age category < 30 years

  

Number

  

4,744

  

5,293

  

4,344

  

-10.4

 

  

Of which in age category 30–55 years

  

Number

  

4,883

  

4,873

  

4,124

  

0.2

 

  

Of which in age category > 55 years

  

Number

  

244

  

233

  

228

  

4.7

 

  

Employee departures, total

  

Number

  

8,300

  

7,307

  

6,799

  

13.6

 

  

Of which women

  

Number

  

1,951

  

1,683

  

1,507

  

15.9

 

  

Of which in age category < 30 years

  

Number

  

2,981

  

2,515

  

2,368

  

18.5

 

  

Of which in age category 30–55 years

  

Number

  

4,097

  

3,426

  

3,153

  

19.6

 

  

Of which in age category > 55 years

  

Number

  

1,222

  

1,366

  

1,278

  

-10.5

 

Labor turnover rate30)

  

%

  

4.8

  

3.9

  

3.6

  

23.1

 

Average age

  

Years

  

39.9

  

39.7

  

39.8

  

0.5

 

  

Age structure/distribution < 20 years

  

Number

  

596

  

575

  

517

  

3.7

 

  

Age structure/distribution 20–24 years

  

Number

  

5,877

  

6,047

  

5,840

  

-2.8

 

  

Age structure/distribution 25–29 years

  

Number

  

12,956

  

13,270

  

12,859

  

-2.4

 

  

Age structure/distribution 30–34 years

  

Number

  

15,437

  

14,632

  

13,737

  

5.5

 

  

Age structure/distribution 35–39 years

  

Number

  

13,437

  

12,915

  

12,010

  

4.0

 

  

Age structure/distribution 40–44 years

  

Number

  

11,516

  

11,056

  

10,652

  

4.2

 

  

Age structure/distribution 45–49 years

  

Number

  

10,717

  

10,628

  

10,685

  

0.8

 

  

Age structure/distribution 50–54 years

  

Number

  

10,087

  

9,933

  

9,731

  

1.6

 

  

Age structure/distribution 55–59 years

  

Number

  

8,331

  

7,821

  

7,547

  

6.5

 

  

Age structure/distribution 60–65 years

  

Number

  

3,365

  

3,143

  

2,956

  

7.1

 

  

Age structure/distribution > 65 years

  

Number

  

159

  

131

  

128

  

21.4

 

Average tenure

  

Years

  

11.2

  

11.0

  

11.2

  

1.8

 

  

Permanent employees

  

%

  

90.7

  

90.1

  

89.4

  

0.7

 

Part-time ratio, Germany31)

  

%

  

6.3

  

6.5

  

6.2

  

-3.1

 

  

Number of men/women on parental leave, Germany

  

Number

  

360

  

337

  

336

  

6.8

 

  

Employees covered by collective bargaining agreements, Germany32)

  

%

  

94.6

  

78.0

  

79.1

  

21.3

 

Total personnel costs

  

EUR millions

  

4,600

  

4,437

  

4,167

  

3.7

 

Wages and salaries

  

EUR millions

  

3,743

  

3,606

  

3,388

  

3.8

 

Social security contributions

  

EUR millions

  

716

  

700

  

665

  

2.3

 

Other personnel expenses

  

EUR millions

  

141

  

131

  

114

  

7.6

 

Provisions for pensions, total

  

EUR millions

  

2,173

  

2,124

  

2,182

  

2.3

 

  

Management positions33)

  

Number

  

5,666

  

5,526

  

5,118

  

2.5

 

Proportion of female managers, total33)

  

%

  

13.2

  

12.4

  

11.8

  

6.5

 

  

Proportion of female managers, Europe

  

%

  

10.1

  

8.9

  

8.5

  

13.5

 

  

Proportion of female managers, Americas

  

%

  

14.6

  

15.3

  

15.7

  

-4.6

 

  

Proportion of female managers, Greater China

  

%

  

25.6

  

25.2

  

23.2

  

1.6

 

  

Proportion of female managers, Asia/Pacific

  

%

  

14.5

  

13.5

  

13.6

  

7.4

 

Proportion of female employees, total

  

%

  

22.0

  

21.7

  

21.4

  

1.4

 

  

Proportion of female employees, Europe

  

%

  

20.3

  

19.9

  

19.4

  

2.0

 

  

Proportion of female employees, Americas

  

%

  

25.9

  

25.6

  

25.9

  

1.2

 

  

Proportion of female employees, Greater China

  

%

  

28.4

  

28.1

  

29.0

  

1.1

 

  

Proportion of female employees, Asia/Pacific

  

%

  

14.7

  

13.8

  

13.0

  

6.5

 

Proportion of severely disabled employees, Germany34)

  

%

  

5.5

  

5.5

  

5.5

  

0

 

  

Number of nationalities, total

  

Number

  

110

  

103

  

100

  

6.8

 

  

Assignments abroad, total

  

Number

  

331

  

369

  

390

  

-10.3

 

  

Assignments abroad, Europe

  

Number from / to Europe

  

249/118

  

282/128

  

276/148

  

-11.7/-7.8

 

  

Assignments abroad, Americas

  

Number from / to Americas

  

24/53

  

43/75

  

53/85

  

-44.2/-29.3

 

  

Assignments abroad, Greater China

  

Number from / to Greater China

  

14/74

  

12/89

  

22/84

  

16.7/-16.9

 

  

Assignments abroad, Asia/Pacific

  

Number from / to Asia/Pacific

  

44/86

  

32/77

  

39/73

  

37.5/11.7

 

Apprentices

  

Number

  

3,275

  

3,185

  

2,982

  

2.8

 

Trainees in Germany

  

Number

  

51

  

49

  

40

  

-6.1

 

Dual students in Germany

  

Number

  

182

  

173

  

165

  

5.2

 

“Two in one” students in Germany35)

  

Number

  

159

  

163

  

178

  

-2.5

 

  

Master’s degree students in Germany

  

Number

  

18

  

22

  

31

  

-18.2

 

  

Degree programs (undergraduate)

  

Number

  

10

  

14

  

14

  

-28.6

 

Classroom training sessions, Germany

  

Number

  

3,648

  

3,514

  

4,054

  

3.8

 

Participants in classroom training, Germany

  

Number

  

31,874

  

30,646

  

37,345

  

4.0

 

Participants in e-learning courses, Germany

  

Number

  

65,580

  

15,593

  

25,074

  

320.6

 

Web-based training offers

  

Number

  

95

  

97

  

90

  

-2.1

 

  

Countries and sites where the idea management software is used

  

Number countries / sites

  

14/53

  

13/45

  

12/41

  

7.7/17.8

 

  

Ideas submitted

  

Number

  

40,161

  

33,988

  

35,062

  

18.2

 

  

Financial savings from ideas

  

EUR millions

  

27.2

  

20.8

  

14.65

  

30.5

 

Accident frequency/AccR36) 37)

  

AccR

  

6.2

  

7.1

  

8.4

  

-12.7

 

Coverage rate OHSAS 18001/ISO 4500116)

  

%

  

88.7

  

88.3

  

83.7

  

0.5

 

Coverage rate of learning management system16)

  

%

  

70.5

  

51.9

  

0

  

35.8

GRI