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Swing Capital

TVS Holdings Ltd

NSE: TVSHLTD BSE: 520056

Sundaram Clayton Ltd was incorporated in Chennai in 1962 and is part of the TVS group, led by Mr. Venu Srinivasan. It is engaged in the business of manufacturing and distributing aluminum die castings. [1] Sundaram Clayton manufactures non-ferrous gravity and pressure die castings.

₹13,567
52W: ₹10256 — ₹16297
PE 85.1 · Book ₹869 · +1461% vs book
Market Cap₹27,449 Cr
Stock P/E85.1Price to Earnings
ROCE15.5%Return on Capital
ROE19.2%Return on Equity
Div. Yield0.68%Face Value ₹5

Strengths

  • +Company has been maintaining a healthy dividend payout of 54.5%

Weaknesses

  • −Stock is trading at 15.6 times its book value
  • −The company has delivered a poor sales growth of -16.6% over past five years.
  • −Tax rate seems low

Shareholding Pattern

Promoters74.45%
FIIs3.29%
DIIs9.83%
Public12.43%
CategoryJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters74.45%74.45%74.45%74.45%74.45%74.45%74.45%74.45%
FIIs2.53%2.62%▲0.12.65%▲0.02.69%▲0.02.84%▲0.13.01%▲0.23.13%▲0.13.29%▲0.2
DIIs10.48%10.31%▼0.210.13%▼0.210.28%▲0.110.02%▼0.39.87%▼0.29.86%▼0.09.83%▼0.0
Public12.53%12.61%▲0.112.73%▲0.112.55%▼0.212.68%▲0.112.68%12.56%▼0.112.43%▼0.1

Financial Statements

MetricDec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales16437113657149295555758346
Expenses12813510625211619131212
Operating Profit362363031129278364446335
OPM %22%64%22%55%86%94%66%77%79%97%
Net Profit9219131285242131921269
EPS ₹4.24108.526.356.1642.11119.596.399.5510.5133.12

AI Insights

Revenue Trend

Mar 2026 revenue at ₹516Cr, down 19.1% YoY. OPM at 89%.

Debt Position

Borrowings at ₹1,593Cr. Debt-to-equity ratio: 0.91x. Moderate leverage.

Capex Cycle

CWIP at ₹2Cr (22% of fixed assets). Significant capex underway — growth runway building.

Institutional Flow

DIIs: 9.83% (-2.55pp change). FIIs: 3.29% (+2.32pp change). Promoters hold 74.45%.

Margin & Efficiency

ROCE improving from 16% (Mar 2015) to 16% (Mar 2026). Working capital days: 6.

Valuation

PE 85.1x with 15.5% ROCE. Price is 1461% above book value of ₹869. Dividend yield: 0.68%.

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