Sundram Fasteners Limited — Investor Meet, 06-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sundram Fasteners delivered a strong Q1 FY26 with record revenue, EBITDA (17.5%), PBT, and PAT. Domestic business outshone the industry, fueled by a favorable product mix including higher tonnage vehicles and SUVs. Improved margins stemmed from benign raw material costs, lower freight, and a growing renewable energy mix (51-52%). While export markets, especially North America, face uncertainties, European demand is improving. The GM EV order ramp-up is progressing towards full capacity in 1-1.5 years. Management aims for 8-9% revenue growth this year, actively diversifying into non-auto segments like wind energy and aerospace. Overall, management is confident on domestic performance amidst global caution.