Sundaram-Clayton Q4 FY26: Net profit at Rs 426 cr

Key takeaways upfront

Sundaram-Clayton Ltd reported a sharp swing in profitability in Q4 FY2025-26, with net profit reported at Rs 426.41 crore and profit before tax (after exceptional items) at Rs 483.28 crore. Revenue from operations for the quarter was reported at Rs 518.11 crore, with the company’s data also highlighting year-on-year declines in income and revenue, alongside a turnaround versus the prior quarter’s loss.

The dataset also flags an upcoming earnings date of 14 May, 2026, and mentions a dividend of Rs 4.50 declared on 02 Apr, 2026. Separately, the Board is stated to have recommended a final dividend of Rs 0.60 per equity share (30%) for FY2025-26.

What was reported for Q4 FY26

For Q4 FY26 (quarter ended March 2026), the company’s reported numbers in the provided data include:

• Total income: Rs 527.18 crore, down 12.09% YoY from Rs 599.67 crore in Q4 FY25, and up 4.20% QoQ versus Rs 505.96 crore in Q3 FY26.
• Revenue from operations: Rs 518.11 crore, down 11.72% YoY from Rs 586.92 crore, and up 3.39% QoQ versus Rs 501.11 crore.
• Profit before tax (after exceptional items): Rs 483.28 crore, up 169.94% YoY from Rs 179.03 crore, and a turnaround from a loss of Rs 44.73 crore in Q3 FY26.
• Net profit: Rs 426.41 crore, up 197.05% YoY from Rs 143.55 crore, and a turnaround from a loss of Rs 51.92 crore in Q3 FY26.

These figures point to a quarter where reported profitability improved materially compared to both the preceding quarter and the year-ago quarter, even as topline growth was not uniform across all measures.

Q1 FY26 numbers show a loss, contrasting with Q4

The dataset also includes a quarterly table that presents figures for Jun 25 (Q1 FY26) and Mar 26 (Q4 FY26) on a QoQ comparison basis. For Q1 FY26 (quarter ended Jun 25), the table shows:

• Total revenue: Rs 511.64 crore
• Net income (PAT): loss of Rs 57.76 crore
• Net income before taxes: loss of Rs 52.07 crore
• Diluted normalized EPS: -26.20

This contrasts with Mar 26 (Q4 FY26) in the same table, where net income is shown at Rs 426.41 crore and diluted normalized EPS at 39.76. The same source set also states the reported EPS is 114.48 (for FY26) and the estimated EPS is shown as not available.

A note on multiple income figures in the dataset

Within the provided material, there is also another line item stating:

• Total income for Q4 FY26 was Rs 451.15 crore, down 14.40% YoY from Rs 527.02 crore, and up 0.07% QoQ from Rs 450.85 crore.

Since both the Rs 527.18 crore and Rs 451.15 crore totals are explicitly present, the dataset appears to reflect more than one reported income set. The source text does not clearly label these as consolidated versus standalone in that specific section, so the figures are presented here as stated.

FY26 versus FY25: swing to profit and higher EPS

On an annual basis, the dataset reports:

• Annual net profit for FY26: Rs 252.38 crore
• FY25 annual result: loss of Rs 10.65 crore (also shown elsewhere as net income of -106.50 million INR, which equals -10.65 crore)
• Consolidated EPS for FY26: 114.48
• FY25 EPS: -5.05

The FY26 numbers indicate a move back into profitability for the year, with EPS reported as positive versus the negative base in FY25.

Dividend and key dates investors are tracking

Two dividend references are included in the dataset:

• A dividend of Rs 4.50 declared on 02 Apr, 2026.
• A Board recommendation of a final dividend of Rs 0.60 per equity share (30%) for FY2025-26.

The same dataset states the upcoming earnings date for Sundaram-Clayton Ltd is 14 May, 2026, which is a key scheduled event for investors following the reported Q4 and FY numbers.

Stock price snapshots mentioned in the data

The text includes multiple price points and moves for the stock, including:

• Today: Rs 1,288.70
• A point showing Rs 1,313.00 (1.00%)
• Another snapshot stating Rs 1,504.90, down 0.48% in the past 24 hours
• Another listing reference showing Rs 1,338.3 (-0.36%)

These are presented as provided, without inferring a single closing price, since the timestamps and contexts differ.

Table: quarterly financial snapshot from the dataset

All figures are as provided in the source text and are in Rs crore except per-share values.

Market impact: what the numbers change for investors

The most material market-relevant development in the dataset is the reported turnaround from a loss in Q3 FY26 to a profit in Q4 FY26. Specifically, Q3 FY26 net profit is stated as loss of Rs 51.92 crore, while Q4 FY26 net profit is stated as Rs 426.41 crore.

On the topline, the reported Q4 FY26 revenue from operations of Rs 518.11 crore is described as down 11.72% YoY but up 3.39% QoQ, suggesting a sequential recovery but continued pressure versus the year-ago base. The dividend disclosures and the 14 May 2026 earnings date are also likely to remain near-term attention points because they translate the results into shareholder actions and a clear information timeline.

Business and operational context included in the dataset

The dataset places Sundaram-Clayton in the Auto Parts & Equipment segment and includes operational notes tied to FY26 performance. It states the company’s India operations ramped up at the Thervoy Kandigai Plant (TKP) in Chennai and mentions consolidation of facilities into two hubs, including TKP and Oragadam.

It also includes a US operations update for Q1 FY26, stating serial production and supplies started from a 4,400 Ton machine, and that US operations posted quarterly sales of Rs 79.7 crore in Q1 FY26, up 32% over Q1 FY2024-25.

Registered office details

As per the provided text, the registered office address is: Chaitanya No 12 Nungambakkam, Khader Nawaz Khan Road, Chennai, Tamil Nadu-600006 (Ph: 91-44-2833 2115).

Conclusion

Sundaram-Clayton’s dataset for FY2025-26 highlights a reported Q4 FY26 profit of Rs 426.41 crore on revenue from operations of Rs 518.11 crore, alongside a positive FY26 net profit of Rs 252.38 crore and EPS of 114.48. Investors will watch for further clarity and confirmations around the multiple income lines present in the data and for additional details around dividends and outlook. The next key calendar marker cited is the company’s 14 May, 2026 earnings date.