Sundram Fasteners Limited has informed the Exchange about Transcript

Order Pipeline DisclosedMgmt Guided Margin ImprovementMgmt Evaded Key QuestionInvestor Communications View source PDF

SUNDRMFAST · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+2.6%1-day move

₹830.35

prior close

₹830.35

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.3+1.6+1.2+1.7+2.6+3.1+0.1+3.1+0.4+2.8+0.2+2.7+15.9—

Up moveDown movePending

AI summary

Sundram Fasteners reported FY26 revenue of INR 5,612 crores (up 7% YoY) and record PAT of INR 580 crores. Q4 revenue crossed INR 1,500 crores for the first time at INR 1,529 crores, with EBITDA margins expanding 150 bps to 17% due to stable raw material costs and favorable product mix. Export markets are recovering with Class 8 truck demand doubling in Q1 and Cummins projecting 25% growth in high horsepower segment. Non-auto segment (35% of revenue) is expanding into railways (targeting INR 100 crores annual run rate), aerospace, and wind energy. Management targets double-digit growth in next 2 years, aiming to outperform industry by 2-3 percentage points.

Likely market impact

Strong Q4 recovery and margin expansion signal operational resilience. Management's confidence on export rebound and non-auto diversification could drive re-rating, though EV order ramp-up timing (expected FY27) and raw material inflation risks warrant monitoring.