Sundaram Clayton Ltd
NSE: SUNCLAY BSE: 544066
Incorporated in 1962, Sundaram Clayton Ltd is in the business of manufacturing automotive components[1]
₹1,439
52W: ₹1110 — ₹2538
PE 31.8 · Book ₹889 · +62% vs bookMarket Cap₹3,173 Cr
Stock P/E31.8Price to Earnings
ROCE7.41%Return on Capital
ROE5.9%Return on Equity
Div. Yield0.33%Face Value ₹5
Weaknesses
- −Company has a low return on equity of 8.19% over last 3 years.
- −Earnings include an other income of Rs.534 Cr.
Shareholding Pattern
Promoters59.08%
FIIs0.42%
DIIs21.08%
Public19.41%
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 67.45% | 67.45% | 61.9%▼5.6 | 61.9% | 59.08%▼2.8 | 59.08% | 59.08% | 59.08% |
| FIIs | 0.35% | 0.45%▲0.1 | 0.43%▼0.0 | 0.93%▲0.5 | 0.89%▼0.0 | 0.88%▼0.0 | 0.43%▼0.5 | 0.42%▼0.0 |
| DIIs | 14.46% | 12.64%▼1.8 | 19.87%▲7.2 | 19.11%▼0.8 | 21.87%▲2.8 | 22.76%▲0.9 | 21.84%▼0.9 | 21.08%▼0.8 |
| Public | 17.74% | 19.46%▲1.7 | 17.8%▼1.7 | 18.05%▲0.3 | 18.14%▲0.1 | 17.25%▼0.9 | 18.63%▲1.4 | 19.41%▲0.8 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 498 | 532 | 549 | 539 | 496 | 525 | 442 | 459 | 444 | 444 |
| Expenses | 454 | 471 | 492 | 470 | 426 | 437 | 373 | 384 | 362 | 359 |
| Operating Profit | 44 | 61 | 57 | 70 | 70 | 87 | 69 | 75 | 82 | 84 |
| OPM % | 9% | 11% | 10% | 13% | 14% | 17% | 16% | 16% | 18% | 19% |
| Net Profit | 18 | 21 | 17 | 21 | 10 | 209 | 17 | 20 | 21 | 494 |
| EPS ₹ | 8.7 | 10.25 | 8.47 | 10.36 | 4.69 | 95.02 | 7.72 | 9.16 | 9.41 | 224.21 |
AI Insights
Revenue Trend
Mar 2026 revenue at ₹1,789Cr, down 15.2% YoY. OPM at 17%.
Debt Position
Borrowings at ₹857Cr. Debt-to-equity ratio: 0.44x. Healthy balance sheet.
Capex Cycle
CWIP at ₹23Cr (2% of fixed assets). Moderate ongoing capital expenditure.
Institutional Flow
DIIs: 21.08% (+8.78pp change). FIIs: 0.42% (-0.59pp change). Promoters hold 59.08%.
Margin & Efficiency
ROCE improving from 0% (Mar 2017) to 7% (Mar 2026). Working capital days: -2.
Valuation
PE 31.8x with 7.41% ROCE. Price is 62% above book value of ₹889. Dividend yield: 0.33%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Press Release / Media Release 14 May - Sundaram Clayton reported Q4 FY26 EBITDA of Rs 91.9 crore and FY26 EBITDA of Rs 330.3 crore.
- Announcement Under Regulation 30 (LODR) - Re-Appointment Of Statutory Auditors 14 May - Board reappointed Raghavan, Chaudhuri & Narayanan as statutory auditors for FY27-FY31, subject to shareholder approval.
- Board Meeting Outcome for Audited Financial Results For The Year Ended 31St March 2026 14 May - Board approved FY26 audited standalone and consolidated results; interim dividend of Rs.4.5 per share paid.
- Audited Financial Results For The Year Ended 31St March 2026 14 May - Board approved FY26 audited standalone and consolidated results; unmodified audit opinion, interim dividend Rs.4.5/share paid.
- Board Meeting Intimation for Considering And Approving, Inter-Alia, Annual Audited Financial Results For The Year Ended 31St March 2026 (Standalone And Consolidated) 6 May - Board to meet on 14 May 2026 for FY26 audited standalone and consolidated results.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Rating update 22 Jan from crisil