Key figures on sustainability

Financial and non-financial key figures for measuring sustainability performance are presented below. Unless indicated otherwise, the information refers to the Schaeffler Group. The reference period covers the business years from 2019 to 2021.

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 revised International Standard on Assurance Engagements (ISAE 3000) 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 . 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

 

 

 

 

2021

 

2020

 

2019

 

Change (2020/2021)

 

Assess­ment

Employees trained in face-to-face trainings and workshops on the topic of compliance1)

 

Number

 

3,033

 

3,233

 

8,091

 

-6.2 %

 

Employees trained online on the topic of compliance2)

 

Number

 

19,980

 

34,879

 

6,461

 

-42.7 %

 

Completion rate of compulsory online compliance training courses2) 3)

 

%

 

95.1

 

94.6

 

98.2

 

0.5 %-pts.

 

Percentage of taxonomy-eligible/
non-taxonomy-eligible turnover4)

 

%

 

5 / 95

 

 

 

– %-pts.

 

Taxonomy-eligible capital expenditures/
non-taxonomy-eligible capital expenditures4)

 

%

 

25 / 75

 

 

 

– %-pts.

 

Taxonomy-eligible operating expenditures/
non-taxonomy-eligible operating expenditures4)

 

%

 

3 / 97

 

 

 

– %-pts.

 

1)

The 2020 value has been adjusted.

2)

Employees, including temporary office staff, apprentices, interns, and people working on a thesis.

3)

Does not include those employees who were absent over a longer period of time during the year or for whom the deadline to complete the compulsory training courses had not yet passed by the end of the year.

4)

Key figure calculated for the first time in 2021 as part of EU taxonomy reporting.

Customers and products

Customers and products

 

 

 

 

2021

 

2020

 

2019

 

Change (2020/2021)

 

Assess­ment

Revenue, total

 

EUR millions

 

13,852

 

12,589

 

14,427

 

10.0 %

 

Of which Automotive Technologies1)

 

EUR millions

 

8,436

 

7,816

 

9,044

 

7.9 %

 

Of which the business division E-Mobility1)

 

EUR millions

 

1,245

 

1,047

 

681

 

18.9 %

 

Of which Industrial1)

 

EUR millions

 

3,568

 

3,132

 

3,535

 

13.9 %

 

Of which Automotive Aftermarket1)

 

EUR millions

 

1,848

 

1,642

 

1,848

 

12.6 %

 

Schaeffler Group value added before special items

 

EUR millions

 

475

 

2

 

284

 

> 100 %

 

Research and development (R&D) expenses

 

EUR millions

 

748

 

684

 

849

 

9.4 %

 

R&D ratio

 

%

 

5.4

 

5.4

 

5.9

 

0.0 %-pts.

 

R&D employees2)

 

FTE

 

7,093

 

7,095

 

7,444

 

0.0 %

 

R&D centers

 

Number

 

20

 

20

 

20

 

0.0 %

 

Internal inventions reported

 

Number

 

2,761

 

2,291

 

3,298

 

20.5 %

 

Patent applications3)

 

Number

 

1,784

 

1,907

 

2,385

 

-6.4 %

 

Awards for customer satisfaction/product quality

 

Number

 

75

 

72

 

66

 

4.2 %

 

Coverage rate of quality management systems4)

 

%

 

100

 

100

 

100

 

0.0 %-pts.

 

1)

Previous year’s figures according to the segment structure reported in 2021. Rounding differences are possible.

2)

Workforce values are provided as a full-time equivalent (FTE) at the end of the year; reporting date December 31, 2021. The 2020 value has been adjusted.

3)

Patent applications concern first filings in Germany. The DPMA adapted the counting method in 2020, which is why the 2020 value differs from that of the Sustainability Report 2020.

4)

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

Environment and energy

Environment and energy1)

 

 

 

 

2021

 

2020

 

2019

 

Change (2020/2021)

 

Assess­ment

Coverage rate for EMAS certification2)

 

%

 

98.5

 

98.6

 

98.1

 

-0.1 %-pts.

 

Coverage rate for ISO 14001 certification2)

 

%

 

100

 

99.5

 

98.8

 

0.5 %-pts.

 

Coverage rate for ISO 50001 certification2)

 

%

 

100

 

99.3

 

98.0

 

0.7 %-pts.

 

Total energy consumption3) 4) 18)

 

GWh

 

3,412

 

3,045

 

3,290

 

12.1 %

 

Of which electricity consumption4) 5) 18)

 

GWh

 

2,242

 

2,078

 

2,316

 

7.9 %

 

Of which renewable energy
(external procurement)6)

 

GWh

 

1,523

 

 

 

– %

 

Of which self-generated conventional energy (CHP)6)

 

GWh

 

46

 

 

 

– %

 

Of which natural gas/LPG consumption4) 7) 18)

 

GWh

 

925

 

830

 

872

 

11.4 %

 

Of which fuel oil consumption18)

 

GWh

 

6

 

6

 

7

 

0.0 %

 

Of which propane consumption4) 7) 18)

 

GWh

 

52

 

45

 

 

15.6 %

 

Of which district heating consumption4) 18)

 

GWh

 

57

 

49

 

48

 

16.3 %

 

Of which methanol6)

 

GWh

 

84

 

 

 

– %

 

Greenhouse gas emissions, total8) 10) 12) 18)

 

Thous. t CO2

 

7,080

 

6,278

 

 

12.8 %

 

Own greenhouse gas emissions, total (Scope 1 + 2 market-based)8) 9) 18)

 

Thous. t CO2

 

703

 

744

 

1,026

 

-5.5 %

 

Greenhouse gas emissions
(Scope 1)8) 18)

 

Thous. t CO2

 

207

 

180

 

191

 

15.0 %

 

Greenhouse gas emissions
(Scope 2 market-based)9) 10) 18)

 

Thous. t CO2

 

496

 

564

 

835

 

-12.1 %

 

Greenhouse gas emissions
(Scope 2 location-based)8)

 

Thous. t CO2

 

1,169

 

1,078

 

1,180

 

8.4 %

 

Greenhouse gas emissions (Scope 3.1):
purchased goods and services11) 12)

 

Thous. t CO2

 

5,666

 

4,945

 

 

14.6 %

 

Greenhouse gas emissions (Scope 3.3):
fuel- and energy-related emissions12) 13)

 

Thous. t CO2

 

202

 

211

 

 

-4.3 %

 

Greenhouse gas emissions (Scope 3.4):
transport and distribution (upstream)11) 12) 14)

 

Thous. t CO2

 

473

 

343

 

 

37.9 %

 

Greenhouse gas emissions (Scope 3.5):
waste treatment and disposal11) 12)

 

Thous. t CO2

 

36

 

35

 

 

2.9 %

 

Nitrogen oxides (NOx)15)

 

t

 

110

 

83

 

90

 

32.5 %

 

 

Sulfur dioxide (SO2)

 

t

 

3

 

3

 

3

 

0.0 %

 

 

Fine particles15)

 

kg

 

166

 

119

 

135

 

39.5 %

 

 

Water withdrawal, total4) 16) 18)

 

Thous. m3

 

5,632

 

5,034

 

5,784

 

11.9 %

 

Of which surface water6)

 

Thous. m3

 

159

 

 

 

– %

 

Of which groundwater6)

 

Thous. m3

 

2,228

 

 

 

– %

 

Of which water from third-parties6)

 

Thous. m3

 

3,245

 

 

 

– %

 

Water withdrawal (in water risk areas), total6)

 

Thous. m3

 

676

 

 

 

– %

 

Of which surface water6)

 

Thous. m3

 

0

 

 

 

– %

 

Of which groundwater6)

 

Thous. m3

 

285

 

 

 

– %

 

Of which water from third-parties6)

 

Thous. m3

 

391

 

 

 

– %

 

Amount of waste, total6) 17)

 

Thous. t

 

171

 

 

 

– %

 

Of which hazardous waste6) 17)

 

Thous. t

 

85

 

 

 

– %

 

Of which non-hazardous waste6) 17)

 

Thous. t

 

86

 

 

 

– %

 

Of which waste for disposal6) 17)

 

Thous. t

 

49

 

 

 

– %

 

Of which waste for recycling6) 17)

 

Thous. t

 

122

 

 

 

– %

 

Scrap and metals, total6)

 

Thous. t

 

563

 

 

 

– %

 

Recycling rate, total6) 17)

 

%

 

72

 

 

 

– %-pts.

 

1)

The key environmental indicators of emissions and energy and water consumption are mainly based on the consumption of the 75 plants in 22 countries. The calculation is based on certification in accordance with ISO 14001, ISO 50001, and ISO 45001, and entry in the EMAS site registry; reporting date December 31, 2021.

2)

Relating to employees on the production sites.

3)

Energy sources included in 2021: electricity (incl. self-generated renewable and conventional energy), natural gas, heating oil, propane, district heating, and methanol. 2020 and 2019 values excl. methanol.

4)

Increase primarily due to the impact of the coronavirus pandemic and the resulting rise in production capacity compared to 2020.

5)

Only external electricity purchases, as combined heat and power (CHP) electricity is recorded via gas consumption. Incl. photovoltaic electricity generated internally as of 2020.

6)

Figure first reported in 2021.

7)

LPG consumption reported together with natural gas as of 2021.

8)

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, methanol) and Scope 2 (electricity, district heating). 2020 and 2019 values excl. methanol. The emission factors for natural gas were adjusted for the locations that supply and invoice natural gas based on calorific value.

9)

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

10)

The reduction is significantly influenced by the purchase of 100 % green electricity in Europe as well as the plants in Nanjing (China) and Anting (China).

11)

Scope 3.1, Scope 3.4, and Scope 3.5 greenhouse gas emissions are calculated based on a recognized input-output model that uses the method of multiregional input-output calculation and quality-assured data from international environmental, resource, and social statistics (OECD, BEA, World Bank indicators, and EXIOBASE). Calculation is based on Schaeffler’s purchasing volume in 2021 and takes additional steel-specific factors into account.

12)

Figure first reported in 2020.

13)

Not contained in Scope 1 or 2. Scope 3.3 greenhouse gas emissions are calculated based on the emission factors of Defra (2022) and the emission factors of the German Federal Environmental Agency (2021, emission values of renewable energy sources). Upstream chain emissions and T&D losses are calculated based on the emission sources considered for Scope 1 (natural gas, fuel oil, propane, methanol) and Scope 2 (electricity, district heating). The correction to the previous year’s emissions results from a methodology adjustment to calculate the WTT factor for energy sources in the emission factor sources used (Defra and UBA), to more appropriately account for indirect emissions.

14)

The increase in emissions compared to the previous year is due in particular to the massive disruptions in the global supply chains as a result of the coronavirus pandemic. Due to the disparate availability in the sea freight sector, increased use was made of special air freight transports in order to avoid interruptions to production processes in the Schaeffler Group or at its customers. The 2021 figure is based on a current projection.

15)

Increase due to higher consumption of natural gas, heating oil, and district heating.

16)

Seawater or produced water is not withdrawn. No water is wasted in the manufacture of Schaeffler products, as water withdrawn is either reused internally or directed to third parties after treatment.

17)

Excluding metals and scrap.

18)

The 2020 value has been adjusted.

Suppliers and materials

Suppliers and materials

 

 

 

 

2021

 

2020

 

2019

 

Change (2020/2021)

 

Assess­ment

Suppliers reviewed in initial assessments1)

 

Number

 

133

 

64

 

86

 

> 100 %

 

Percentage of the purchasing volume of production material suppliers with SAQs2)

 

%

 

68.6

 

30.9

 

 

37.7 %-pts.

 

Response rate of surveyed suppliers on the use of conflict minerals3)

 

%

 

82.8

 

87.5

 

90.0

 

-4.7 %-pts.

 

Coverage rate of certified smelters in the supply chain4)

 

%

 

99.7

 

100.0

 

100.0

 

-0.3 %-pts.

 

Confirmed cases of human rights violations5)

 

Number

 

4

 

6

 

0

 

-33.3 %

 

1)

Completed in 2021.

2)

Figure first calculated for 2020.

3)

Response rate of suppliers surveyed on the use of conflict minerals as defined by the Responsible Minerals Initiative. 2021 value checked in interim status in December 2021. 2020 figure adjusted compared to Sustainability Report 2020 in accordance with the regular survey period. Lower response rate in 2020 due to a higher number of suppliers surveyed. Regular survey period from March to February of the following year.

4)

Smelters certified by the Responsible Minerals Initiative or not located in risk areas as defined in the RCOI. 2021 value checked in interim status in December 2021. Regular survey period from March to February of the following year.

5)

Violations of the prohibition on forced labor, child labor, and cases of discrimination by racial/ethnic origin, color, or gender. The cases confirmed in the reporting period were all related to discrimination or harassment.

Employees and society

Employees and society1)

 

 

 

 

2021

 

2020

 

2019

 

Change (2020/2021)

 

Assess­ment

Employees, total

 

Number

 

82,981

 

83,297

 

87,748

 

-0.4 %

 

Of which in Europe

 

 Number

 

53,006

 

53,865

 

60,155

 

-1.6 %

 

 

Of which in the Americas

 

Number

 

11,599

 

11,785

 

12,264

 

-1.6 %

 

 

Of which in Greater China

 

 Number

 

12,337

 

11,787

 

12,182

 

4.7 %

 

 

Of which in Asia/Pacific

 

Number

 

6,039

 

5,860

 

3,147

 

3.1 %

 

 

Labor turnover rate2)

 

%

 

4.6

 

2.9

 

4.4

 

1.7 %-pts.

 

 

New employees, total

 

Number

 

7,677

 

3,574

 

4,644

 

> 100 %

 

 

Of which women

 

Number

 

2,135

 

1,000

 

1,412

 

> 100 %

 

 

Of which in the age category <30 years

 

Number

 

3,603

 

1,600

 

2,128

 

> 100 %

 

 

Of which in the age category 30–55 years

 

Number

 

3,936

 

1,897

 

2,390

 

> 100 %

 

 

Of which in the age category >55 years

 

Number

 

138

 

77

 

126

 

79.2 %

 

 

Employees leaving, total

 

Number

 

8,890

 

8,227

 

9,277

 

8.1 %

 

 

Of which women

 

Number

 

2,174

 

1,993

 

2,233

 

9.1 %

 

 

Of which in the age category <30 years

 

Number

 

2,326

 

1,946

 

3,102

 

19.5 %

 

 

Of which in the age category 30–55 years

 

Number

 

4,650

 

3,917

 

4,731

 

18.7 %

 

 

Of which in the age category >55 years

 

Number

 

1,914

 

2,364

 

1,444

 

-19.0 %

 

 

Average age

 

Years

 

40.8

 

40.8

 

40.5

 

0.0 %

 

 

Age structure/distribution <30 years

 

Number

 

13,138

 

13,474

 

15,877

 

-2.5 %

 

 

Age structure/distribution 30–55 years

 

Number

 

60,415

 

60,404

 

61,603

 

0.0 %

 

 

Age structure/distribution >55 years

 

Number

 

9,428

 

9,419

 

10,268

 

0.1 %

 

 

Average tenure

 

Years

 

12.2

 

12.3

 

11.9

 

-0.8 %

 

 

Employees covered by collective bargaining agreements, Germany

 

%

 

98.0

 

95.1

 

95.0

 

2.9 %-pts.

 

 

Permanent employees

 

%

 

88.5

 

92.2

 

91.5

 

-3.7 %-pts.

 

Part-time ratio, Germany

 

%

 

6.8

 

7.0

 

7.1

 

-0.2 %-pts.

 

Men/women on parental leave, Germany

 

Number

 

375

 

367

 

426

 

2.2 %

 

 

Management positions3)

 

Number

 

8,405

 

8,475

 

8,755

 

-0.8 %

 

 

Proportion of female managers, total3)

 

%

 

12.1

 

11.8

 

11.5

 

0.3 %-pts.

 

Proportion in Europe3)

 

%

 

10.1

 

9.7

 

9.0

 

0.4 %-pts.

 

 

Proportion in the Americas3)

 

%

 

16.6

 

16.6

 

16.2

 

0.0 %-pts.

 

 

Proportion in Greater China3)

 

%

 

18.6

 

19.4

 

18.6

 

-0.8 %-pts.

 

 

Proportion in Asia/Pacific3)

 

%

 

9.3

 

7.7

 

13.8

 

1.6 %-pts.

 

 

Proportion of female employees, total

 

%

 

22.3

 

22.0

 

22.1

 

0.3 %-pts.

 

Proportion in Europe

 

%

 

21.5

 

21.0

 

20.3

 

0.5 %-pts.

 

 

Proportion in the Americas

 

%

 

25.9

 

26.2

 

25.9

 

-0.3 %-pts.

 

 

Proportion in Greater China

 

%

 

28.0

 

28.6

 

29.0

 

-0.6 %-pts.

 

 

Proportion in Asia/Pacific

 

%

 

10.2

 

9.8

 

15.0

 

0.4 %-pts.

 

 

Proportion of severely disabled employees, Germany4)

 

%

 

5.5

 

5.6

 

5.9

 

-0.1 %-pts.

 

 

Nationalities, total

 

Number

 

126

 

129

 

125

 

-2.3 %

 

Apprentices, total5)

 

Number

 

2,643

 

2,724

 

3,078

 

-3.0 %

 

Of which students, total6)

 

Number

 

394

 

491

 

 

-19.8 %

 

 

Trainees, total

 

Number

 

52

 

50

 

76

 

4.0 %

 

 

Online training courses, total

 

Number

 

250

 

193

 

134

 

29.5 %

 

Participants in e-learning courses, Germany7)

 

Number

 

169,795

 

136,307

 

35,780

 

24.6 %

 

Participants in classroom training sessions, Germany8)

 

Number

 

4,553

 

7,351

 

27,906

 

-38.1 %

 

Average number of hours of training and education per employee9)

 

Number

 

8.2

 

 

 

– %

 

 

Of which male9)

 

Number

 

8.2

 

 

 

– %

 

 

Of which female9)

 

Number

 

8.0

 

 

 

– %

 

 

Coverage rate for Learning Management System10)

 

%

 

99.8

 

99.8

 

93.0

 

0.0 %-pts.

 

Ideas submitted

 

Number

 

34,287

 

31,283

 

41,018

 

9.6 %

 

 

Accident rate (LTIR)11)

 

LTIR

 

3.9

 

4.6

 

5.2

 

-15.2 %

 

Coverage rate for ISO 4500112)

 

%

 

100

 

99.7

 

99.0

 

0.3 %-pts.

 

Donations

 

EUR millions

 

2.1

 

3.4

 

1.6

 

-38.2 %

 

 

1)

Unless otherwise indicated, the employee figures refer to the reporting date of December 31, 2021.

2)

Initiated by employees; related to the average number of employees from January 1, 2021 to December 31, 2021.

3)

Managers are defined as employees in a supervisory function.

4)

Schaeffler Group Germany, without temporary workers.

5)

People with academic or non-academic qualifications.

6)

Dual students, master’s degree students and “Two in One” students. The “Two in One” study program combines a bachelor’s degree with vocational training. The significant difference from the previous year is the result of improved data quality.

7)

Increased use of e-learning offers due to the coronavirus pandemic and compulsory online training courses increase the number of participants.

8)

Decrease primarily due to the impact of the coronavirus pandemic and the resulting budget cuts.

9)

Figure was first reported in 2021.

10)

Relating to employees, total.

11)

Measurement of Lost Time Injury Rate, LTIR = occupational accidents from one lost day per 1 million hours worked. Employees, including temporary staff, apprentices, and interns.

12)

Relating to employees on the production sites.