Sundram Fasten.
Sundram Fasten. Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Management targets a growth rate aligned with nominal GDP or twice GDP, approximately 12%-13% annually. Management targets overall growth of 12-13%, aligned with nominal GDP or twice GDP growth.
From Sundram Fasten.'s Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Management targets a growth rate aligned with nominal GDP or twice GDP, approximately 12%-13% annually.
- For the current year, expected growth is around 15% to 20%, driven by OEM and retail segments, with exports showing positive momentum after a previous downturn.
- Export growth is anticipated to accelerate with better ramp-up of North American commercial vehicle demand, including Class 8 trucks recovering and EV orders expected to ramp up by FY '27.
- Domestic market outlook is strong, aiming to outperform industry growth by 2%-3% in commercial vehicles, passenger vehicles, and tractors.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Sundram Fasten. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Sundram Fasteners has been investing not less than INR 300 crores annually.
- Typically, 25% to 30% of this capex is for replacement.
- The remaining 70% is allocated for revenue growth driven by customer requirements across all plants.
- Focus also includes capacity expansion and technology investments to meet growth aspirations.
- The company is strategically investing in non-auto segments like wind energy fasteners and aerospace fasteners.
- There are expansions planned for the wind energy fastener segment, aiming to increase from INR 30-35 crores to INR 50 crores per month level.
2 more points management made on capital expenditure plans
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 Fasten. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company has mentioned a strong order book with new orders being received regularly.
- Order book ramp-up is supported by growth in both automotive and non-auto segments.
- Specific to non-auto, the railway segment currently has revenues of about INR 2-3 crores per month with potential to reach INR 100 crores per annum.
- The company is participating in multiple railway tenders with a current hit rate of about 20%, expecting improvement.
- EV orders stand at roughly INR 4,000 crores, expected to ramp up fully by FY '27.
2 more points management made on order book & pipeline
Sundram Fasten. — 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 Fasten. Q4 FY26 results?
Management targets a growth rate aligned with nominal GDP or twice GDP, approximately 12%-13% annually. Management targets overall growth of 12-13%, aligned with nominal GDP or twice GDP growth.
What is Sundram Fasten. share price analysis?
Sundram Fasten. currently shows a neutral. The stock trades at a P/E of 41.6 with a market cap of ₹25,804 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sundram Fasten. planning capital expenditure?
Sundram Fasteners has been investing not less than INR 300 crores annually.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.