Sundaram-Clayton (SUNCLAY) Q4 25/26 earnings summary

Executive summary

• Annual audited standalone and consolidated financial results for the year ended March 31, 2026, were approved with an unmodified audit opinion from statutory auditors.

• The company completed the sale of its 2W casting business in Hosur in Q4 FY2024-25, impacting year-over-year revenue comparisons.

• SCL received notable recognitions, including the "Supplier of the Year" Quality Award from Hyundai Motor Group and a B+ rating in the CDP Climate Change Disclosure for the second consecutive year.

Financial highlights

• Standalone EBITDA for Q4 FY2025-26 was Rs. 91.9 Cr (20.4% margin), up from Rs. 89.8 Cr (17.0%) in Q4 FY2024-25.

• Full-year standalone EBITDA reached Rs. 330.3 Cr (18.3%), compared to Rs. 297.2 Cr (14%) last year.

• Standalone revenue for the year was Rs. 1,808.9 Cr, down from Rs. 2,122.8 Cr, reflecting the sale of the 2W casting business.

• Consolidated assets as of March 31, 2026, stood at Rs. 3,281.77 Cr, with equity at Rs. 1,295.40 Cr.

• Cash and cash equivalents increased to Rs. 44.13 Cr from Rs. 26.58 Cr year-over-year on a consolidated basis.

Outlook and guidance

• The company is positioned to benefit from strong domestic auto industry growth and emerging opportunities in the USA, despite subdued export demand in North America.

• Management is focused on risk-mitigated strategies to address raw material, supply chain, and margin pressures, especially in the Middle East.