Sundram Fasteners (SUNDRMFAST) Q4 25/26 earnings summary

Executive summary

• Achieved record consolidated income of Rs 6,368.25 crores for FY26, surpassing Rs 6,000 crores for the first time.

• Standalone and consolidated net profits reached all-time highs, with standalone net profit at Rs 580.38 crores and consolidated net profit at Rs 592.85 crores.

• 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 Rs 8.00 per share for FY26.

Financial highlights

• Standalone total income for FY26: Rs 5,612.15 crores (up from Rs 5,231.33 crores in FY25).

• Standalone EBITDA margin improved to 17.2% for FY26 (from 16.5% in FY25), with EBITDA at Rs 967.67 crores.

• Consolidated total income for FY26: Rs 6,368.25 crores (up from Rs 5,983.74 crores in FY25), with consolidated EBITDA at Rs 1,075.33 crores.

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

• Retail segment grew nearly 20% year-over-year in the quarter.

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 FY 2027, with positive momentum in Class 8 trucks and high horsepower segments.

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

• Capacity expansion and new projects to support future growth.

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