Sundram Fasteners Ltd
Sundram Fasteners Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Sundram Fasteners anticipates a double-digit CAGR growth year-on-year over the next 3 years, with this year taken as the base (100). Management anticipates a double-digit CAGR in revenues over the next 3 years, taking the current year as the base (100). - Revenue growth projections do not significantly factor in metal price fluctuations, as raw material cost changes are compensated by customers. - Earnings for the half-year reached a record high with PAT of Rs.
From Sundram Fasteners Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Sundram Fasteners anticipates a double-digit CAGR growth year-on-year over the next 3 years, with this year taken as the base (100).
- Revenue growth projections exclude raw material price escalations as these are pass-through costs compensated by customers.
- The Sri City facility, fully operational, is expected to contribute better numbers due to expansions for EV and North American customers.
- Growth momentum is expected to continue, especially in the domestic market, bolstered by new business wins in passenger cars and tractor segments.
- Export performance, affected by tariffs and market conditions, is expected to revive, particularly in Q4 and Q1 of the next year.
- The EV segment growth is currently paused but expected to pick up next year with improved customer schedules.
- Non-auto segments like wind energy and aerospace fasteners are showing strong growth and planned expansions indicate continued momentum.
Profitability & Margins
See what Sundram Fasteners Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Sundram Fasteners has made a project investment of close to Rs. 100 crores for expansion in Wind Energy Fasteners, which has started delivering higher revenue.
- A further investment of about Rs. 80 crores has been undertaken for additional capacity in the Wind Energy business, with revenues expected to gain from the next financial year.
- Expansion for EV-related production to serve North American customers is in place.
- The Sri City facility is fully operational with expansions made for EV and exports.
- The company is working on entering new segments such as stainless steel fasteners and railway fasteners, with potential revenue generation expected in the next 9-12 months.
- Investments and capacity expansions are closely aligned with customer requirements and market conditions.
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Sundram Fasteners Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Sundram Fasteners is working on a double-digit CAGR growth year-on-year for the next 3 years, taking the current year as base 100.
- They do not maintain a traditional order book but work with MoUs and customer engagements to estimate revenue visibility.
- The company does not factor metal price fluctuations in their CAGR estimates, as price changes are passed on to customers.
- Revenue certainty is thus guided by internal estimates, market conditions, and ongoing customer interactions rather than a fixed order book.
- Management indicated a positive outlook based on market recovery and customer indications for ramp-up in Q1 and Q2 of next year.
Sundram Fasteners Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.7K Cr, net profit ₹161 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Sundram Fasteners Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Sundram Fasteners Ltd Q2 FY26 results?
Sundram Fasteners anticipates a double-digit CAGR growth year-on-year over the next 3 years, with this year taken as the base (100). Management anticipates a double-digit CAGR in revenues over the next 3 years, taking the current year as the base (100). - Revenue growth projections do not significantly factor in metal price fluctuations, as raw material cost changes are compensated by customers. - Earnings for the half-year reached a record high with PAT of Rs.
What is Sundram Fasteners Ltd share price analysis?
Sundram Fasteners Ltd currently shows a neutral. The stock trades at a P/E of 34.9 with a market cap of ₹21,653 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sundram Fasteners Ltd planning capital expenditure?
Sundram Fasteners has made a project investment of close to Rs.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.