SUNCLAYBSESundaram-Clayton LtdHighNeutral
Announced Thu, 14 May · 12:34 IST

Audited Financial Results for the year ended 31st March 2026

Revenue DeclinePat Growth 25pctExceptional ItemNegative Operating CashflowResults View source PDF

SUNCLAY · price

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AI summary

Sundaram-Clayton reported standalone revenue of Rs. 1,788.55 Cr for FY26, down from Rs. 2,109.14 Cr in FY25. The revenue decline is attributed to a business unit transfer effective March 31, 2025, making period comparisons non-comparable. Standalone PAT surged to Rs. 552.23 Cr vs Rs. 257.92 Cr, driven by exceptional income of Rs. 513.49 Cr (profit on asset sale of Rs. 521.16 Cr minus new labour code employee liability of Rs. 7.67 Cr). Consolidated revenue stood at Rs. 2,025.61 Cr with a net loss of Rs. 143.55 Cr, as overseas subsidiaries (primarily in the USA) reported a combined loss of Rs. 300.34 Cr. The company invested Rs. 54.31 Cr in its overseas WOS, Sundaram Holding USA Inc, and paid an interim dividend of Rs. 4.5 per share. Statutory auditors issued an unmodified (clean) opinion on both standalone and consolidated results.

Likely market impact

Standalone PAT growth of ~114% is largely inflated by one-time asset sale gains; underlying standalone operating profit before exceptionals was flat at Rs. 113.34 Cr. The consolidated loss is a red flag as overseas subsidiaries continue to bleed, suggesting the consolidated entity may face headwinds despite the strong standalone showing.