Sundram Fasteners Limited — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sundram Fasteners delivered strong FY26 results: 7%+ revenue growth to INR 5,612 Cr and record PAT of INR 580 Cr. Q4 revenue crossed INR 1,500 Cr, with EBITDA at 17% (up YoY). Exports turned positive, retail grew ~20%.

Management targets double-digit growth, expecting to outperform auto segments. Non-auto business (35% of revenue) offers better profitability, with railways eyeing INR 100 Cr/annum. Exports are recovering, especially Class 8 trucks, projecting 15-20% growth this year despite some EV program delays.

The outlook is confident, driven by robust domestic demand, improving exports, and strategic non-auto diversification.