Sundram Fasteners Limited has informed the Exchange about Transcript
SUNDRMFAST · price
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Sundram Fasteners reported its highest-ever annual revenue of INR 5,231 crores in FY25, crossing the INR 5,000 crore milestone for the first time. Profit after tax stood at INR 517 crores with 8% EPS growth, and Q4 FY25 revenue hit a record INR 1,362 crores. The CFO noted that inventory buildup for anticipated U.S. demand raised conversion costs in Q4, but expects margins to normalize as inventory is liquidated. The company plans a minimum capex of INR 300 crores in FY26 (FY25 capex was INR 396 crores) and has set an FY26 export revenue target of around USD 200 million. Non-auto (wind, aerospace, railways) is about one-third of revenue with a target to reach 50%; wind energy is targeted to grow from INR 300 crores to INR 600 crores, and aerospace from ~3 million to 6–12 million units over the medium term. EV business growth is seeing some tariff-related delay but is expected to pick up from Q2/Q3 FY26.
Record-high annual and quarterly revenue and PAT signal strong operational momentum, though near-term margins are pressured by inventory costs and U.S. tariff uncertainty. The multi-year capex pipeline and diversification into non-auto and EV segments support the long-term growth story, but tariff outcomes remain a key near-term overhang for the stock.