Sundaram Clayton reports strong growth in EBITDA in Q1 FY 2025-26

Sundaram Clayton Limited (SCL) reports a strong EBITDA improvement of 16% with Q1 FY 2025-26 at Rs. 70.6 Cr as against Rs. 61.1 Cr in Q1 2024- 25. The standalone revenue for the financial year Q1 2025-26 at Rs. 444.1 Cr as against Rs. 553.6 Cr in Q1 2024-25 (includes revenue from the Hosur business sold in Q4 FY2024-25).

INDIA OPERATIONS:

The operations have ramped up smoothly at Thervoy Kandigai Plant (TKP), the new plant, without any disruptions, following the commencement of full-scale operations at its state-of-the-art mega die-casting smart factory at in Chennai.

To achieve further operational efficiencies, SCL India has adopted a strategy to consolidate its 3 plants (TKP, Oragadam and Mahindra World City) into 2 plants (TKP and Oragadam). The consolidation is in its final stages.

USA OPERATIONS:

The North American market in 2025 has experienced pronounced volatility. There is ongoing softness seen in overall North American market.

However, the Company considers North America as a long term strategic market with growth opportunities, evidenced by its US plant in Southern Carolina. Serial production and supplies to customers have started from its 4,400 Ton machine. With this operationalised, the US operations registered highest quarterly sales performance of Rs. 79.7 Cr since inception in Q1 FY26, reflecting an increase of 32% over Q1 2024-25.

Shares of Sundaram Clayton Limited was last trading in BSE at Rs. 1782.30 as compared to the previous close of Rs. 1891.15. The total number of shares traded during the day was 2902 in over 519 trades.

The stock hit an intraday high of Rs. 2001.50 and intraday low of 1724.80. The net turnover during the day was Rs. 5253656.00.

Source : Equity Bulls

Keywords

SundaramClayton INE0Q3R01026 AutoComponents Q1FY26 ResultUpdate