SUNDRMFAST

Sundram Fasteners share price & financials

Price
₹965.35
Market cap
₹25.4k Cr
Sector
Automobile and Auto Components
Calls analysed
7
Latest concall · Q1 FY27 · call held 06 Aug 2026

Sundram Fasteners Limited Q1 FY27

EBITDA Margin 16.1%

What went well

  • Consolidated turnover grew 18.36% YoY to INR 1,618 crores from INR 1,367 crores.
  • Standalone profit increased 8.7% YoY to INR 150 crores from INR 138 crores.
  • Strong growth across all key segments: OE, aftermarket, and exports.

What to watch

  • Challenges due to inflation in direct and indirect materials, primarily from West Asia conflict.
  • Raw material inflation impacted the top line by approximately INR 20-25 crores.
Read the full call →

What Sundram Fasteners Limited does

Sundram Fasteners Limited manufactures precision fasteners and engineered components supplied to automotive OEMs in India and export markets, alongside a non-automotive business serving sectors such as railways, wind energy, aerospace and tractors. It runs its own manufacturing units across Tamil Nadu, Puducherry, Telangana, Andhra Pradesh and Uttarakhand, and extends its footprint overseas through wholly-owned subsidiaries in China and the United Kingdom. The group also includes subsidiaries in automobile components (spokes, nipples, tools) and IT enterprise solutions.

Segments

  • Automotive
  • Non-Automotive / Diversified Engineering
Manufacturing locations in India (standalone)
11
States with manufacturing presence in India
5 (Tamil Nadu, Puducherry, Telangana, Andhra Pradesh, Uttarakhand)
Overseas manufacturing subsidiaries
Sundram Fasteners (Zhejiang) Limited, China (fasteners & bearing housings) and Cramlington Precision Forge Limited, UK (precision forgings)
Domestic subsidiaries
4
Overseas subsidiaries
5
Subsidiary manufacturing units in India
Vallam Vadagal, Sriperumbudur, Hosur (Tamil Nadu)
Founded 1962Headquarters Chennai, Tamil Nadu, India Company website

Guidance record · Q1 FY27

what the last two calls moved 21 tracked 3 delivered 4 missed 14 open
  • Export Revenue went quiet said Q3 FY25 Promised: $180-200 million for FY25 Q1 FY27: Promise for FY25 remains unaddressed. Focus has shifted to FY27 targets.
  • Non-Auto Revenue Mix on track said Q4 FY25 Promised: 50% in the medium term Q1 FY27: Q1 commentary reinforces focus on non-auto growth, with capex allocated to enhance this business and specific targets for aerospace. Remains on track for medium-term goal.

All 21 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 19.6%, net profit up 9.4% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue1,289 1,257 1,354 1,350 1,338 +4%1,351 +7%1,502 +11%1,615 +20%
EBITDA214 203 204 222 226 +6%216 +6%234 +15%256 +15%
Net profit131 120 134 138 140 +7%122 +2%180 +34%151 +9%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance +25.0% 1Y

₹0.8k₹1.0k₹1.2kSept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 30 Oct 2025Q3 FY26 — 29 Jan 2026Q4 FY26 — 5 May 2026Q1 FY27 — 6 Aug 2026

1Y: ₹1,015.7 on 10 Sept 2025 → ₹1,270. High ₹1,270 (11 Sept 2026), low ₹749.05 (30 Mar 2026).

How the price took the results

close before → close after

Q1 FY27
+5.3%
6 Aug
Q4 FY26
−2.7%
5 May
Q3 FY26
−1.7%
29 Jan
Q2 FY26
−0.8%
30 Oct

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 0.5% a year over 3 years, FY23 to FY26. Operating margin widened to 16.2%.

Year endingFY23FY24FY25FY26
Revenue₹5.5k Cr₹4.9k Cr₹5.2k Cr₹5.5k Cr
Operating profit₹822 Cr₹778 Cr₹842 Cr₹898 Cr
Operating margin15.1%15.9%16.2%16.2%
Interest₹36 Cr₹18 Cr₹20 Cr₹30 Cr
Depreciation₹187 Cr₹168 Cr₹176 Cr₹189 Cr
Net profit₹490 Cr₹480 Cr₹517 Cr₹580 Cr
Net margin9.0%9.8%9.9%10.5%
Cash from operations₹396 Cr₹529 Cr₹323 Cr₹705 Cr
Free cash flow₹183 Cr₹187 Cr₹-53 Cr₹368 Cr
ROCE20.0%19.0%17.0%18.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹21 Cr₹21 Cr₹21 Cr₹21 Cr₹21 Cr₹21 Cr
Reserves₹2.3k Cr₹2.5k Cr₹2.9k Cr₹3.3k Cr₹4.0k Cr₹4.0k Cr
Borrowings₹466 Cr₹466 Cr₹445 Cr₹383 Cr₹741 Cr₹456 Cr
Other liabilities₹691 Cr₹745 Cr₹707 Cr₹736 Cr₹909 Cr₹848 Cr
Total liabilities₹3.5k Cr₹3.8k Cr₹4.1k Cr₹4.4k Cr₹5.7k Cr₹5.4k Cr
Fixed assets₹1.6k Cr₹1.6k Cr₹1.7k Cr₹1.7k Cr₹2.4k Cr₹2.1k Cr
Capital work in progress₹105 Cr₹100 Cr₹46 Cr₹154 Cr₹167 Cr₹107 Cr
Investments₹337 Cr₹323 Cr₹345 Cr₹376 Cr₹141 Cr₹396 Cr
Other assets₹1.5k Cr₹1.8k Cr₹2.0k Cr₹2.2k Cr₹3.0k Cr₹2.8k Cr
Total assets₹3.5k Cr₹3.8k Cr₹4.1k Cr₹4.4k Cr₹5.7k Cr₹5.4k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, DIIs trimmed −0.37 pp while FIIs added +0.30 pp. The shareholder count shrank 8% to 71,664.

Promoters
46.9%
FIIs
11.4%
DIIs
22.3%
Public
19.3%

Since Jun 2025

  • DIIs −0.37 pp
  • FIIs +0.30 pp
  • Public +0.07 pp

How it drifted, 12 quarters

Over this window DIIs went from 17.9% to 22.3% — +4.4 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 48.5%, FIIs 12.8%, DIIs 17.9%, Public 20.8%.Dec '23: Promoters 48.5%, FIIs 12.5%, DIIs 18.5%, Public 20.5%.Mar '24: Promoters 48.5%, FIIs 12.6%, DIIs 18.6%, Public 20.3%.Jun '24: Promoters 48.5%, FIIs 13.2%, DIIs 18.7%, Public 19.6%.Sep '24: Promoters 46.9%, FIIs 13.3%, DIIs 20.3%, Public 19.4%.Dec '24: Promoters 46.9%, FIIs 13.0%, DIIs 20.8%, Public 19.2%.Mar '25: Promoters 46.9%, FIIs 13.0%, DIIs 20.9%, Public 19.1%.Jun '25: Promoters 46.9%, FIIs 11.1%, DIIs 22.7%, Public 19.3%.Sep '25: Promoters 46.9%, FIIs 10.6%, DIIs 23.3%, Public 19.2%.Dec '25: Promoters 46.9%, FIIs 10.0%, DIIs 23.8%, Public 19.2%.Mar '26: Promoters 46.9%, FIIs 11.3%, DIIs 22.4%, Public 19.4%.Jun '26: Promoters 46.9%, FIIs 11.4%, DIIs 22.3%, Public 19.3%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 0 holders trimming and 2 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Sundram Fasteners Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
TVS Sundram Fasteners Private Limited 46.79%unchanged
SBI Automotive Opportunities Fund And Sub Accounts Mutual fund9.24%newly disclosed
Amansa Holdings Private Limited FPI fund5.10%unchanged
Nippon Life India Trustee Ltd-A/C Nippon India Small Cap Fund Mutual fund4.92%unchanged
HDFC Mutual Fund - HDFC Manufacturing Fund And Sub Accounts Mutual fund3.90%newly disclosed
Govindlal M Parikh 2.04%unchanged
UFL Properties Private Limited 0.05%unchanged
Usha Krishna 0.04%unchanged
Arundathi Krishna 0.02%unchanged
Arathi Krishna 0.02%unchanged
Suresh Krishna 0.02%unchanged
The Sundaram 2020 Family Trust 0.00%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

Mutual funds in SUNDRMFAST

Filings to Aug 2026

1 new, 1 added, 1 trimmed, 0 sold out — net +3.39 L shares (+1.1%).

Held by funds
₹3.8k Cr
10 schemes
Biggest holder
SBI Smallcap Fund
₹1.2k Cr · 2.8% of that fund
SchemeHoldingLast month
SBI Smallcap Fund SBI Mutual Fund₹1.2k Crheld
Nippon India Small Cap Fund Nippon India Mutual Fund₹1.0k Cr+2.89 L
SBI Large and Midcap Fund SBI Mutual Fund₹566 Crheld
SBI Midcap Fund SBI Mutual Fund₹482 Crheld
Nippon India Growth Mid Cap Fund Nippon India Mutual Fund₹253 Crheld
SBI Automotive Opportunities Fund SBI Mutual Fund₹120 Crheld
HDFC Manufacturing Fund HDFC Mutual Fund₹68 Cr−1.00 L
SBI Conservative Hybrid Fund SBI Mutual Fund₹24 Crheld

HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.

Mutual funds Aug 2026

1 added, 1 trimmed — net +3.39 L shares (+1.1%)

Funds are sitting on
-6%
vs est. average cost
Held by funds
₹3.8k Cr
10 schemes · ≈ 12% of the company
Biggest holder
SBI Smallcap Fund
₹1.2k Cr · 2.8% of that fund
Longest holder
HDFC Large and Mid Cap Fund
3y 8m · since Dec '22

Shares held by these funds +169%

Aug '23 3.11 cr shares Jul '26

What the price assumes

Growth trap

To justify its price of ₹1270, this stock must grow earnings at 30% every year for 7 years. Our analysis caps realistic growth at ~3%. At that growth it is worth ₹319 — downside of 75%.

Growth the price implies
29.9% a year
for 7 years, fading to 4%
It has actually compounded at
3.0% a year
net profit, FY23–FY26 · EPS 3.4%
The gap
0.3 pp
-75% downside if it only repeats history
Price today ₹1,270 Value at the reference growth ₹318.51

Change the assumptions yourself →

All earnings calls (7)

Read the Q1 FY27 call →

Learn to analyse Sundram Fasteners Limited

Guides on how to read this kind of business and the numbers that matter.