Sundram Fasteners (SUNDRMFAST) Q4 25/26 earnings summary

Executive summary

• Standalone revenue for FY26 reached ₹5,612 crore, up 7% year-over-year, with standalone PAT at ₹580 crore, a 12% increase from the previous year.

• Consolidated revenue for FY26 was ₹6,368 crore, up 6.4% year-over-year, with consolidated PAT at ₹593 crore, up 9.4%.

• Operating leverage, stable raw material costs, and reversal of prior impairment provisions contributed to improved profitability.

• Overseas subsidiaries, especially China, performed well despite challenging market conditions.

• Board declared a total dividend of ₹8.00 per share for FY26.

Financial highlights

• Standalone EBITDA for FY26 was ₹968 crore (17.2% margin), up from ₹864 crore (16.5%) in FY25.

• Consolidated EBITDA for FY26 was ₹1,075 crore.

• Standalone Q4 FY26 revenue was ₹1,529 crore, up 12.3% year-over-year; PAT was ₹180 crore, up 34%.

• Contribution margin expanded by 150 basis points due to stable raw material prices and absence of prior year one-time expenses.

• Standalone EPS for FY26: ₹27.62 (up from ₹24.60 in FY25); consolidated EPS: ₹28.13 (up from ₹25.66 in FY25).

Outlook and guidance

• Management targets double-digit growth over the next two years, aiming to outperform industry growth by 2-3 percentage points.

• Exports expected to rebound to 15-20% growth in FY27, with positive momentum in Class 8 trucks and high horsepower segments.

• Continued investment in capacity expansion and new projects to support long-term growth in both auto and non-auto segments.

• Domestic market outlook remains strong, with April starting well.

• Focus on expanding global footprint and direct OEM engagement outside India.