Sundaram Clayton Limited has informed the Exchange regarding a press release dated August 06, 2025, titled "Sundaram Clayton reports strong growth in EBITDA in Q1 FY 2025-26".
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Awaiting price reaction for this filing.
Sundaram Clayton reported a 16% year-on-year jump in Q1 FY2025-26 EBITDA to Rs. 70.6 Cr, up from Rs. 61.1 Cr in the same quarter last year. Standalone revenue came in at Rs. 444.1 Cr versus Rs. 553.6 Cr in Q1 FY24-25, though the decline is mainly because the company sold its Hosur business in Q4 FY24-25. On the India side, the new Thervoy Kandigai mega die-casting plant has ramped up smoothly and the company is in the final stages of consolidating its three India plants (TKP, Oragadam, Mahindra World City) into two. The US business delivered its highest-ever quarterly sales of Rs. 79.7 Cr, up 32% YoY, after starting serial production from its new 4,400-ton machine at the South Carolina plant.
The EBITDA growth and record US quarterly sales are positive for shareholders, showing margin improvement and successful ramp-up of new capacity. The drop in standalone revenue is structural (Hosur divestment) rather than operational, so it should not worry investors. However, ongoing softness in the North American market remains a near-term risk to watch.