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 2017 to 2019.

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 marked with were taken from the consolidated financial statements or the combined management report.

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

Strategy and management

Strategy and management

 

 

 

 

2019

 

2018

 

2017

 

Per­cent­age change (2018/2019)

 

As­sess­ment

1)

Previous year's figures according to the segment structure reported in 2019.

2)

Completed in 2019.

3)

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

4)

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

5)

2019 value checked in interim status in December 2019.

6)

Survey period from March to February of the following year.

7)

Risk areas as defined in the RCOI.

8)

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

Total revenue

 

EUR millions

 

14,427

 

14,241

 

14,021

 

1.3

 

Revenue Automotive OEM1)

 

EUR millions

 

9,038

 

8,996

 

8,991

 

0.5

 

Of which revenue business division e-mobility1)

 

EUR millions

 

676

 

493

 

416

 

37.1

 

Revenue Industrial1)

 

EUR millions

 

3,541

 

3,383

 

3,150

 

4.7

 

Revenue Automotive Aftermarket1)

 

EUR millions

 

1,848

 

1,862

 

1,880

 

-0.8

 

Schaeffler Value Added before special items

 

EUR millions

 

284

 

557

 

787

 

-49.0

 

New suppliers reviewed in initial assessments2)

 

Number

 

86

 

111

 

157

 

-22.5

 

Employees trained in face-to-face trainings and workshops on the topic of compliance

 

Number

 

8,091

 

8,793

 

8,741

 

-8.0

 

Web-based compliance training participants in the reporting year3)

 

Number

 

6,461

 

9,578

 

8,160

 

-32.5

 

Response rate of surveyed suppliers on the use of conflict minerals4) 5) 6)

 

%

 

93.8

 

94.3

 

91.2

 

-0.5

 

Coverage rate of certified smelters in the supply chain6) 7)

 

%

 

100

 

100

 

100

 

0.0

 

Confirmed cases of human rights violations8)

 

Number

 

0

 

0

 

0

 

0.0

 

Customers and products

Customers and products

 

 

 

 

2019

 

2018

 

2017

 

Per­cent­age change (2018/2019)

 

As­sess­ment

9)

The values reflect the workforce headcount at the end of the year.

10)

Patent applications concern first filings filed at the German Patent and Trade Mark Office.

11)

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

Research and development (R&D) expenses

 

EUR millions

 

849

 

847

 

846

 

0.2

 

R&D ratio

 

%

 

5.9

 

6.0

 

6.0

 

-0.1

 

R&D employees9)

 

Number

 

7,784

 

7,991

 

7,790

 

-2.6

 

R&D centers

 

Number

 

20

 

20

 

18

 

0.0

 

Internal inventions reported

 

Number

 

3,298

 

3,452

 

3,294

 

-4.5

 

Patent applications10)

 

Number

 

2,057

 

2,417

 

2,383

 

-14.9

 

Awards for customer satisfaction/product quality

 

Number

 

66

 

65

 

58

 

1.5

 

Coverage rate of quality management systems11)

 

%

 

100

 

100

 

100

 

0.0

 

Environment and energy

Environment and energy12)

 

 

 

 

2019

 

2018

 

2017

 

Per­cent­age change (2018/2019)

 

As­sess­ment

12)

The key environmental indicators of emissions and energy and water consumption are based on the consumption of the 77 production sites in 22 countries. The calculation is based on certification in accordance with ISO 14001, ISO 50001, and OHSAS 18001/ISO 45001 and entry in the EMAS site registry; reporting date 12/31/2019.

13)

Relating to employees on the production sites.

14)

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

15)

Only external electricity purchases since CHP electricity is recorded via gas consumption.

16)

Consumption reduced in 2019 because the Wuppertal plant has been using natural gas for its heating requirements.

17)

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, heating oil, propane) and Scope 2 (electricity, district heating).

18)

As of 2018: Total of Scope 1 and Scope 2 (market-based).

19)

2017 value not included in the review scope.

20)

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

21)

Distribution of Schaeffler products to the end customer (last-mile transports). Not included are rail transports and special transports, such as machine transports during removal.

22)

Subsequent adjustment of the 2018 figure due to a change in the calculation method. More precise assignment of the transport mode to the shipment data and expansion of the scope to include CEP shipments (courier, express, parcel shipments).

23)

Subsequent adjustment of the 2018 figure due to a change in the calculation method.

24)

Water consumption includes municipal and internal company water.

25)

Excluding metals and scrap.

26)

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

Coverage rate for EMAS certification13)

 

%

 

98.1

 

98.1

 

98.2

 

0.0

 

Coverage rate for ISO 14001 certification13)

 

%

 

98.8

 

98.7

 

98.7

 

0.1

 

Coverage rate for ISO 50001 certification13)

 

%

 

98.0

 

97.9

 

98.0

 

0.1

 

Total energy consumption14)

 

GWh

 

3,290

 

3,367

 

3,263

 

-2.3

 

Electricity consumption15)

 

GWh

 

2,316

 

2,365

 

2,339

 

-2.1

 

Natural gas consumption

 

GWh

 

872

 

877

 

798

 

-0.6

 

Fuel oil consumption

 

GWh

 

7

 

9

 

8

 

-22.2

 

Propane/LPG consumption

 

GWh

 

47

 

53

 

51

 

-11.3

 

District heating consumption16)

 

GWh

 

48

 

63

 

67

 

-23.8

 

Greenhouse gas emissions17), total18) 19)

 

t CO2

 

1,026,057

 

1,045,627

 

1,008,985

 

-1.9

 

Greenhouse gas emissions17) (Scope 1)

 

t CO2

 

190,575

 

193,711

 

175,635

 

-1.6

 

Greenhouse gas emissions17) (Scope 2) market-based19) 20)

 

t CO2

 

835,482

 

851,916

 

833,350

 

-1.9

 

Greenhouse gas emissions17) (Scope 2) location-based

 

t CO2

 

1,179,534

 

1,268,082

 

1,233,752

 

-7.0

 

Transport volume, outbound21) 22)

 

Mio. tkm

 

2,321

 

2,258

 

2,257

 

2.8

 

 

CO2 emissions, outbound21) 22)

 

tCO2e

 

209,530

 

220,467

 

227,291

 

-5.0

 

 

Nitrogen oxides (NOX)

 

t

 

88

 

90

 

104

 

-2.2

 

 

Sulfur dioxide (SO2)23)

 

t

 

3

 

4

 

6

 

-25.0

 

 

Fine particles23)

 

kg

 

98

 

100

 

90

 

-2.0

 

 

Water consumption24)

 

m3

 

5,783,781

 

6,089,564

 

5,964,821

 

-5.0

 

Amount of waste, Germany

 

t

 

284,558

 

312,383

 

302,969

 

-8.9

 

Scrap and metals, Germany

 

t

 

237,877

 

260,428

 

249,031

 

-8.7

 

 

Waste for disposal, Germany

 

t

 

3,267

 

4,493

 

2,761

 

-27.3

 

 

Waste for recycling, Germany25)

 

t

 

43,915

 

47,463

 

51,177

 

-7.5

 

 

Recycling rate, Germany26)

 

%

 

93.1

 

91.1

 

94.9

 

2.0

 

Employees and society

Employees and society27)

 

 

 

 

2019

 

2018

 

2017

 

Per­cent­age change (2018/2019)

 

As­sess­ment

13)

Relating to employees on the production sites.

27)

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

28)

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

29)

The values as of 2018 include employees of Schaeffler Automotive Bühl GmbH & Co. KG for the first time.

30)

Managers are defined as employees in a supervisory function.

31)

Due to a new calculation basis (before 2018 pure A1 positions were considered as manager, since 2018 a manager is defined on the basis of the head position = “hat” in Organizational Management) there are different absolute figures and %-values compared to the previous year's report.

32)

Schaeffler Group Germany, without temporary workers.

33)

Figures for 2018 were adjusted retrospectively compared with the previous year's report.

34)

Dual students, Master's degree, and “Two in One” students. The “Two in One” study program combines a bachelor's degree with vocational training.

35)

Compulsory e-learning was offered in 2018. For this reason, the number of participants in 2018 is significantly higher than in 2017 and 2019. The increased number of participants in 2019 compared to 2017 is due to an expanded e-learning offering.

36)

Measurement of Lost Time Injury Rate, LTIR = occupational accidents from one lost day per 1 million hours worked.

37)

Employees incl. temporary staff, apprentices, and interns.

38)

Relating to employees, total.

Number of employees, total

 

Number

 

87,748

 

92,478

 

90,151

 

-5.1

 

Distribution of employees by region

 

 

 

 

 

 

 

 

 

 

 

 

Europe

 

%

 

68.6

 

68.3

 

68.3

 

0.3

 

Americas

 

%

 

14.0

 

14.2

 

14.5

 

-0.2

 

Greater China

 

%

 

13.9

 

14.0

 

13.9

 

-0.1

 

Asia/Pacific

 

%

 

3.6

 

3.5

 

3.3

 

0.1

 

New employees, total

 

Number

 

4,644

 

9,871

 

10,399

 

-53.0

 

 

Of which women

 

Number

 

1,412

 

2,643

 

2,550

 

-46.6

 

 

Of which in age category < 30 years

 

Number

 

1,978

 

4,744

 

5,293

 

-58.3

 

 

Of which in age category 30–55 years

 

Number

 

2,537

 

4,883

 

4,873

 

-48.0

 

 

Of which in age category > 55 years

 

Number

 

129

 

244

 

233

 

-47.1

 

 

Employee departures, total

 

Number

 

9,277

 

8,300

 

7,307

 

11.8

 

 

Of which women

 

Number

 

2,233

 

1,951

 

1,683

 

14.5

 

 

Of which in age category < 30 years

 

Number

 

2,919

 

2,981

 

2,515

 

-2.1

 

 

Of which in age category 30–55 years

 

Number

 

4,881

 

4,097

 

3,426

 

19.1

 

 

Of which in age category > 55 years

 

Number

 

1,477

 

1,222

 

1,366

 

20.9

 

 

Labor turnover rate28)

 

%

 

4.4

 

4.8

 

3.9

 

-0.4

 

Average age

 

Years

 

40.5

 

39.9

 

39.7

 

1.5

 

Age structure/distribution < 30 years

 

Number

 

15,877

 

19,429

 

19,892

 

-18.3

 

 

Age structure/distribution 30–55 years

 

Number

 

59,741

 

61,194

 

59,164

 

-2.4

 

 

Age structure/distribution > 55 years

 

Number

 

12,130

 

11,855

 

11,095

 

2.3

 

 

Average tenure

 

Years

 

11.9

 

11.2

 

11.0

 

6.3

 

Permanent employees

 

%

 

91.5

 

90.7

 

90.1

 

0.8

 

Part-time ratio, Germany

 

%

 

7.1

 

6.3

 

6.5

 

0.8

 

Number of men/women on parental leave, Germany

 

Number

 

426

 

360

 

337

 

18.3

 

 

Employees covered by collective bargaining agreements, Germany29)

 

%

 

95.0

 

94.6

 

78.0

 

0.4

 

 

Management positions30) 31)

 

Number

 

8,755

 

8,826

 

5,526

 

-0.8

 

 

Proportion of female managers, total30) 31)

 

%

 

11.5

 

10.9

 

12.4

 

0.6

 

Proportion of female managers, Europe30) 31)

 

%

 

9.0

 

8.5

 

8.9

 

0.5

 

 

Proportion of female managers, Americas30) 31)

 

%

 

16.2

 

13.9

 

15.3

 

2.3

 

 

Proportion of female managers, Greater China30) 31)

 

%

 

18.6

 

18.0

 

25.2

 

0.6

 

 

Proportion of female managers, Asia/Pacific30) 31)

 

%

 

13.8

 

14.5

 

13.5

 

-0.7

 

 

Proportion of female employees, total

 

%

 

22.1

 

22.0

 

21.7

 

0.1

 

Proportion of female employees, Europe

 

%

 

20.3

 

20.3

 

19.9

 

0.0

 

 

Proportion of female employees, Americas

 

%

 

25.9

 

25.9

 

25.6

 

0.0

 

 

Proportion of female employees, Greater China

 

%

 

29.0

 

28.4

 

28.1

 

0.6

 

 

Proportion of female employees, Asia/Pacific

 

%

 

15.0

 

14.7

 

13.8

 

0.3

 

 

Proportion of severely disabled employees, Germany32)

 

%

 

5.9

 

5.5

 

5.5

 

0.4

 

 

Number of nationalities, total

 

Number

 

113

 

110

 

103

 

2.7

 

 

Assignments abroad, total

 

Number

 

254

 

331

 

369

 

-23.3

 

 

Apprentices

 

Number

 

3,078

 

3,275

 

3,185

 

-6.0

 

Trainees, Germany33)

 

Number

 

42

 

46

 

49

 

-8.7

 

 

Students, Germany34)

 

Number

 

340

 

359

 

358

 

-5.3

 

 

Participants in face-to-face trainings, Germany

 

Number

 

27,906

 

31,874

 

30,646

 

-12.4

 

Participants in e-learning courses, Germany35)

 

Number

 

35,780

 

65,580

 

15,593

 

-45.4

 

Web-based training offers

 

Number

 

134

 

95

 

97

 

41.1

 

Ideas submitted

 

Number

 

41,018

 

40,161

 

33,988

 

2.1

 

 

Accident rate (LTIR)36) 37)

 

LTIR

 

5.2

 

6.2

 

7.1

 

-16.1

 

Coverage rate OHSAS 18001/ISO 4500113)

 

%

 

99.0

 

98.8

 

98.9

 

0.2

 

Coverage rate of learning management system38)

 

%

 

93.0

 

70.0

 

51.9

 

23.0