Sundram Fasteners Limited (SUNDRMFAST) Earnings Call Transcripts

Sundram Fasteners Limited's Latest Earnings Call - Q4 FY2026

In the fourth quarter of FY '26, Sundram Fasteners Limited reported a revenue increase of 7% year-over-year, reaching INR 5,612 crores, and a profit before tax of INR 767 crores, up 13% from the previous year. The company achieved its highest profit after tax in history at INR 580 crores, reflecting strong operational performance and effective cost management. Management maintained a positive outlook, signaling a target for double-digit growth over the next two years, driven by robust domestic demand and recovery in export markets.

Reported metrics

Guidance from management

Management maintained a positive outlook, targeting double-digit growth over the next two years, driven by strong domestic demand and recovery in export markets.

What management said

Just to add to what my colleague said, see, overall, our nonauto exposure is around 35%. In our product mix, nonauto is 35%, including tractors. And to add to your specific question on this defense, currently, we are in the areas of pumps and machine castings, but we find a lot of scope for our other verticals as well. And we are working with the defense agencies to proceed there as well.

It will be an equal participation from all the segments. And with respect to the profitability, I think it's slightly 100 to 200 basis points above our automotive because we are working on participation in exports as well as domestic. And the lead time with respect to supplies and the working capital cycle is slightly shorter when we serve the domestic market. So thereby, the cash flow and the profitability are at a ...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical factors on export growth and the potential for raw material inflation to affect margins. There were also questions about the timeline for ramping up EV orders and the overall demand trajectory in the automotive sector.

Main topics on the call

• Record Profitability — Sundram Fasteners achieved a record profit after tax of INR 580 crores, marking a significant increase from INR 517 crores in the previous year. CFO R. Kumar stated, "This is the highest in the history of the company."
• Strong Revenue Growth — The company reported a revenue of INR 5,612 crores for FY '26, up from INR 5,231 crores in FY '25, representing a 7% growth. Management noted, "We have recorded 7% plus growth moving from INR 5,231 crores to INR 5,612 cr...
• Export Market Recovery — Exports showed signs of recovery with growth in Q4, despite previous challenges. Management highlighted that exports entered "positive territory" again, with expectations of 15% to 20% growth in FY '27.
• Non-Automotive Segment Expansion — Sundram Fasteners is expanding into non-automotive sectors, including railways and defense, with a projected revenue ramp-up from INR 2-3 crores monthly to INR 100 crores annually. R. Kumar mentioned, "We see a large hea...

Read the full Sundram Fasteners Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 4 Sundram Fasteners Limited earnings call transcripts on record, spanning January 30, 2025 to August 6, 2026. Based on this history, Sundram Fasteners Limited reports semi-annually. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SUNDRMFAST

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

4

First call

January 30, 2025

Most recent

August 6, 2026

Reporting cadence

semi-annually