Sundram Fasteners Q1FY26: Net profit up 4.6% YoY to ₹148 cr

Key Q1FY26 outcome at a glance

Sundram Fasteners Ltd reported a year-on-year rise in consolidated profit for the quarter ended June 30, 2025 (Q1FY26), with revenue also higher compared with the same period last year. The company, which supplies auto components, pointed to strong domestic demand even as exports stayed under pressure amid global uncertainty. Multiple data points shared in the provided material also highlight margin and cost movement, along with continued capital expenditure during the quarter. The company said the quarter delivered its highest consolidated figures for both revenue and net profit.

Q1FY26 revenue and profit: what changed

For Q1FY26, consolidated revenue from operations was reported at ₹1,533.39 crore, compared with ₹1,497.67 crore in Q1FY25. Consolidated net profit was stated at ₹148.35 crore for Q1FY26 versus ₹141.83 crore a year ago, indicating 4.60% YoY growth in the net profit line as per the quarterly highlights table. Another figure in the same dataset also shows net profit for Q1FY26 at ₹147.94 crore compared with ₹142.69 crore in Q1FY25. Consolidated EPS for the quarter ended June 30, 2025 was given as ₹7.06.

Domestic demand strong, exports weak

A key split shared in the data was between domestic and export sales. Domestic sales rose to ₹930.91 crore, up 8.78% YoY from ₹855.75 crore. Export sales fell to ₹379.14 crore from ₹422.65 crore, with the decline linked to global economic and geopolitical uncertainty in the provided material. Management commentary in the dataset also said the company started the quarter well in the domestic segment and performed slightly higher than the industry across commercial vehicles, engines, passenger vehicles, and tractors.

Margin and EBITDA signals

The quarter’s profitability metrics were presented in more than one way across the supplied content. One set of figures stated EBITDA of ₹238.77 crore, described as the highest in the company’s history for the quarter, compared with ₹223.06 crore in Q1FY25. The same set reported an EBITDA margin of 17.5%, up from 17% YoY and 15.6% QoQ, supported by stable commodity prices, a favourable product mix, stronger domestic sales, and lower freight and power costs. Gross margin was also stated to have improved to 59.9% from 57.5%.

Separately, another report in the provided data pegged EBITDA at ₹246 crore, with margins at 16%, slightly lower than 16.4% a year ago. These numbers indicate that the quarter’s margin discussion in the market may vary depending on classification or presentation of operating profit metrics in different summaries.

Cost and profit line items from the quarterly table

The quarterly highlights table for quarter ended Jun 25 listed total revenue of ₹1,533.39 crore and net income of ₹148.35 crore. It also showed net income before taxes (PBT) at ₹199.13 crore, and depreciation/amortisation at ₹58.64 crore. The same table listed total operating expense of ₹1,344.96 crore and SG&A expenses of ₹143.27 crore for the quarter.

Capex updates and FY26 spending plan

Sundram Fasteners was reported to have incurred ₹71.48 crore in capital expenditure in the past quarter. Management commentary in the dataset also indicated an expectation that annual capital expenditure could be around ₹300 crore for the year. Renewable energy usage was cited as a focus area as well, with an aim for renewables to comprise 55%+ of power consumption in FY26.

Stock price references in the provided data

Two separate NSE closing-price references were included. One note said the company’s shares closed at ₹846.20 on April 29, 2026, with -11.89% returns over the last 6 months and -7.73% over the last 12 months (as stated). Another line said that on the NSE, the shares closed at ₹992, down ₹12.80 (-1.27%).

Background: recent quarterly and annual context

The supplied content also included other recent-period numbers. For Q2FY26, consolidated revenue from operations was reported at ₹1,521.02 crore versus ₹1,486.04 crore in Q2FY25, while consolidated net profit for Q2FY26 was stated at ₹152.75 crore versus ₹143.84 crore, with EPS at ₹7.18 compared with ₹6.78.

For the quarter ended March 31, 2024, consolidated revenue was stated at ₹1,477.70 crore versus ₹1,451.46 crore in the same period of the previous year, with consolidated net profit at ₹134.41 crore versus ₹127.47 crore. For the year ended March 31, 2024, consolidated revenue was reported at ₹5,720.47 crore versus ₹5,707.60 crore.

Summary table: key figures mentioned for Q1FY26

Why the quarter matters for investors

The quarter’s data shows a clear pattern in the company’s demand mix: domestic sales growth was strong, while exports declined. That mix, along with commodity price stability and product mix, was linked to margin movement and gross margin expansion in the information provided. The capex number for the quarter and the stated full-year capex plan add context on investment intensity for FY26. Investors tracking Sundram Fasteners may also focus on how export conditions evolve, given that management commentary linked potential full-year revenue growth to improvement in exports.

Company details disclosed

Registered Office: 98 A Radhakrishnan Salai, 7th Floor, Mylapore, Chennai, Tamil Nadu-600004. Ph: 91-44-28478500.

Conclusion

Sundram Fasteners’ Q1FY26 results showed higher consolidated revenue and profit versus last year, backed by domestic demand and improved gross margin, while exports weakened. The next set of quarterly updates and any further commentary on exports, capex, and renewable energy usage will remain key markers to watch.