| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 20% YoY for Q1 |
|---|---|
| Margins | EBITDA 16.1%; targeting 16.5% post price negotiations |
| Order book | INR 1,000 crores pipeline of new projects |
| Demand visibility | Strong; 38-month high backlog for Class 8 trucks |
| Management confidence | High; positive on coming quarters and festival demand |
Growth
Standalone revenue grew 20% to INR 1,618 crores from INR 1,367 crores; PAT increased to INR 150 crores.
Outlook
Targeting INR 400 crores capex; EV revenue guidance of INR 200-250 crores for FY27.
Risks
Inflationary pressures on raw and indirect materials due to West Asia conflict; elevated cash conversion cycle.
Last quarter's promises, checked
Delivered
- Guided double-digit growth FY27 → delivered 20% revenue growth (= BEAT)
- Guided 15-20% export growth → delivered 20% export revenue growth (= BEAT)
- Guided INR 400cr annual capex → delivered INR 400cr capex plan (= BEAT)
Partly delivered
- Guided INR 100cr annual railway revenue → delivered INR 2-3cr monthly run rate (= PARTIAL)
Missed
- Targeted 17% EBITDA margin → delivered 16.1% (= MISS)
Earnings Call Transcript filed with BSE, NSE: SUNDRMFAST. Summary written with AI assistance from 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.
More from Sundram Fasteners Ltd
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Sundram Fasteners Q1 FY27 Results: Net Profit ₹168.7 Cr, Up 14.1% YoY
Sundram Fasteners Ltd reported revenue from operations of ₹1,846 Cr (+20.4% YoY) and net profit of ₹168.7 Cr (+14.1% YoY) for Q1 FY27.
- Key figure
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Sundram Fasteners Q4 FY26 Results: Net Profit ₹161.4 Cr, Up 29.6% YoY
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- Key figure
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