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Earnings Call

Sundram Fasteners Earnings Call: Key Takeaways

Sundram Fasteners reported FY26 revenue of ₹5,612 cr, a 7% growth. PAT (after MTM) reached a record ₹577 cr.

Why this was an Alfa AlertNot a filter event. Results were described as in line with budgets; no guidance beat >5% reported.
Highlights
Revenue growth7% annual growth; targeting double-digit future growth.
MarginsEBITDA margin at 17% in Q4; raw material prices stable.
Order bookFull order books; railway visibility potentially reaching ₹100 cr/annum.
Demand visibilityClass 8 truck orders doubled in Q1; ICE segments rebounding.
Management confidenceStrong outlook for domestic and export recovery in FY27.

Growth

FY26 Revenue grew 7.2% to ₹5,612 cr; Profit before exceptional items rose 12% to ₹750 cr.

Outlook

Targeting double-digit growth in next 2 years; Capex of ₹300 cr per annum; 50% export revenue aspiration.

Risks

Inflation in nickel/aluminum, geopolitical conflicts impacting global supply, and EV platform setbacks for US customers.

Source

Earnings Call filed with NSE, NSE: SUNDRMFAST. Summary written with AI assistance from the document.

Read the document ↗

Sundram Fasteners Ltd: key numbers

Share price
₹1,178.90
Market cap
₹24,772 Cr
Revenue (annual)
₹6,289 Cr
Net profit (annual)
₹591.2 Cr
P/E (TTM)
40.5×Sector 33.6×
Promoter holding
46.95%+0.00% QoQ
FII holding
11.40%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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