Q1 2026 Sundram Fasteners Ltd Earnings Call Transcript
Key Points
- Sundaram Fasteners Ltd (BOM:500403) achieved a milestone by crossing INR 5,000 crores in revenue, closing the year at INR 5,231 crores.
- The company reported a profit before tax of INR 668 crores, with a profit after tax of INR 517 crores, marking an 8% growth in EPS, the highest in the company's history.
- Quarterly performance was strong with revenue of INR 1,362 crores, the highest for the company in a quarter.
- The company is expanding its presence in the aerospace and defense sectors, with plans to grow revenue from these areas significantly.
- Sundaram Fasteners Ltd (BOM:500403) is focusing on non-auto segments like wind energy, railways, and aerospace, aiming to increase non-auto revenue to 50% of total revenue.
- The company experienced an increase in borrowings due to working capital buildup and higher capital expenditure.
- There is a significant inventory buildup, which has increased conversion costs, although this is expected to correct as inventories are liquidated.
- Tariff issues in the U.S. market are causing uncertainty, with major customers yet to firm up their responses.
- The EV business is facing delays and slowdowns due to tariff concerns, affecting the scale-up to targeted revenue levels.
- The company anticipates a minimum capital expenditure of 300 crores in the next year, which could impact cash flow.
Ladies and gentlemen, good day. And welcome to Sundram Fasteners' Q4 FY '25 Earnings Conference Call, hosted by Avendus Spark.
(Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Mukesh Saraf. Thank you.
And over to you, sir.
Thank you, Avirat. Good morning, everyone. [Mukesh here] from Avendus Spark. I appreciate everybody logging in.
From the management team, I'm pleased to host Mr. Dilip Kumar, Chief Financial Officer; Mr. S. Bharathan, Executive Vice President, Marketing; Mr. R. Ganesh, Vice President, Finance and Projects.
I'll now hand over the call to Mr. Dilip for his opening remarks, post which we'll begin the Q&A.
Over to you, sir.
Yes. Thank you, Mukesh. Good morning to all and welcome to our discussion of -- on our annual results for the financial year ended 31st March '25.
First, the good news, we have crossed this milestone of INR5,000 crores in history of the company. We
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