Sundaram-Clayton Ltd.
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ABOUT
AI Sector View
AI GENERATEDAutomobile and Auto Components
Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.
PROS
- Company has a good return on equity (ROE) track record: 3 Years ROE 21.3%
- Stock looks reasonably valued - P/E of 5.2 is below its historical median
- Company comfortably covers its interest (8.5x coverage)
- Company maintains a comfortable, low leverage position
CONS
- Receivables are growing faster than sales - a possible quality concern
- Promoter holding has decreased over last 2 years: -8.4pp
- Working capital days have increased from -31 to 6 days
- Recurring exceptional / one-off items are inflating headline profit
- Though reporting repeated profits, the company pays out little dividend (1.8%)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| MOTHERSON | 164.30 | 39.59 | 173409.49 | 0.37 | 1075.66 | 77.48 | 35243.77 | 17.70 | 13.63 | 8.86 |
| BOSCHLTD | 48388.75 | 60.40 | 142727.94 | 0.56 | 706.10 | -36.74 | 5841.90 | 22.00 | 25.60 | 14.08 |
| UNOMINDA | 1202.40 | 57.75 | 69434.66 | 0.22 | 315.51 | 2.10 | 5556.85 | 23.79 | 20.74 | 11.14 |
| TIINDIA | 2607.25 | 83.21 | 50469.14 | 0.13 | 293.96 | -3.04 | 6215.33 | 20.20 | 27.33 | 8.81 |
| SONACOMS | 788.95 | 70.76 | 49240.61 | 0.43 | 178.51 | 46.67 | 1301.20 | 52.38 | 14.75 | 22.55 |
| ENDURANCE | 2696.75 | 39.11 | 37933.25 | 0.43 | 244.52 | 8.03 | 4314.89 | 30.01 | 18.33 | 12.42 |
| CRAFTSMAN | 11663.75 | 65.61 | 30505.88 | 0.10 | 150.55 | 116.31 | 2431.58 | 36.30 | 14.65 | 15.81 |
| ZFCVINDIA | 2548.90 | 58.10 | 29007.88 | 0.03 | 1044.78 | 753.75 | 10661.76 | 992.89 | 20.23 | 12.93 |
| SANSERA | 4130.20 | 73.97 | 25773.92 | 0.10 | 87.36 | 38.71 | 1021.26 | 33.27 | 14.29 | 19.18 |
| MSUMI | 36.30 | 38.37 | 24072.93 | 1.60 | 1453.20 | 915.51 | 34072.60 | 1273.43 | 43.72 | 7.58 |
| GABRIEL | 1345.45 | 80.11 | 23845.41 | 0.37 | 1081.26 | 925.35 | 14256.83 | 1055.00 | 26.37 | 11.71 |
| SUNCLAY | 1294.35 | 11.38 | 2853.54 | 0.35 | -59.33 | -2.72 | 591.65 | 15.64 | 17.26 | 2.03 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 498 | 532 | 549 | 539 | 496 | 525 | 442 | 459 | 444 | 444 | 524 | |
| 454 | 471 | 492 | 470 | 426 | 437 | 373 | 384 | 362 | 359 | 505 | |
| Operating Profit | 44 | 61 | 57 | 70 | 70 | 87 | 69 | 75 | 82 | 84 | 19 |
| OPM % | 8.81% | 11.47% | 10.31% | 12.90% | 14.10% | 16.65% | 15.53% | 16.31% | 18.48% | 19.02% | 3.64% |
| 22 | 7 | 5 | -0 | -4 | 210 | 2 | 4 | -1 | 529 | 4 | |
| Interest | 13 | 13 | 14 | 19 | 20 | 20 | 20 | 20 | 23 | 21 | 15 |
| Depreciation | 25 | 26 | 24 | 27 | 31 | 34 | 28 | 33 | 31 | 41 | 28 |
| Profit before Tax | 28 | 29 | 23 | 24 | 15 | 244 | 22 | 26 | 28 | 551 | 23 |
| Tax % | 36.15% | 29.06% | 25.59% | 12.37% | 29.83% | 14.28% | 24.06% | 22.08% | 25.15% | 10.26% | 25.23% |
| Net Profit | 18 | 21 | 17 | 21 | 10 | 209 | 17 | 20 | 21 | 494 | 17 |
| 8.70 | 10.25 | 8.47 | 10.36 | 4.78 | 99.27 | 7.72 | 9.16 | 9.41 | 224.21 | 7.73 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|
| 1,342 | 2,109 | 1,789 | 1,871 | |
| 1,191 | 1,826 | 1,479 | 1,610 | |
| Operating Profit | 151 | 283 | 310 | 260 |
| OPM % | 11.26% | 13.44% | 17.33% | 13.92% |
| 32 | 210 | 534 | 536 | |
| Interest | 31 | 72 | 83 | 79 |
| Depreciation | 65 | 116 | 134 | 134 |
| Profit before Tax | 87 | 306 | 627 | 627 |
| Tax % | 26.01% | 15.73% | 11.90% | 11.95% |
| Net Profit | 65 | 258 | 552 | 552 |
| EPS | 31.88 | 117.02 | 250.56 | — |
| Dividend Payout % | 16.16% | 4.06% | 1.80% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
- 1 Year:
- -26%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 21%
- Last Year:
- 33%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Equity Capital | 10 | 11 | 11 |
| 787 | 1,413 | 1,949 | |
| 866 | 858 | 636 | |
| Trade Payables | 415 | 299 | 386 |
| 292 | 448 | 452 | |
| Total Liabilities | 2,371 | 3,029 | 3,434 |
| 578 | 1,013 | 995 | |
| Capital Work in Progress | 295 | 45 | 23 |
| 673 | 1,224 | 1,590 | |
| 321 | 297 | 342 | |
| 358 | 303 | 343 | |
| Cash & Bank | 13 | 7 | 40 |
| 132 | 141 | 101 | |
| Total Assets | 2,371 | 3,029 | 3,434 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| 117 | 208 | 256 | |
| Cash from Investing | -342 | -586 | 70 |
| Cash from Financing | 157 | 376 | -297 |
| -69 | -3 | 29 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-07-28 - Sundaram Clayton Limited has submitted the Exchange a copy Srutinizers report of Annual General Meeting held on July 28, 2026. Further, the company has informed the Exchange regarding voting results.
2026-07-28 - Sundaram Clayton Limited has informed the Exchange regarding '' Re-appointment of Statutory Auditors for a term of five consecutive years.
2026-07-28 - Sundaram Clayton Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on July 28, 2026
2026-07-28 - Sundaram Clayton Limited has informed the Exchange regarding a press release dated July 28, 2026, titled "Press Release - Sundaram Clayton reports strong revenue growth for Q1 FY 2026-27".
2026-07-28 - Sundaram Clayton Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.
2026-07-07 - Sundaram Clayton Limited has informed the Exchange about Certificate under SEBI (Depositories and Participants) Regulations, 2018
2026-07-03 - Sundaram Clayton Limited has informed the Exchange about Copy of Newspaper Publication regarding notice of 9th Annual General Meeting of the Company
2026-07-02 - Sundaram Clayton Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on July 28, 2026
2026-06-29 - Sundaram Clayton Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
News
Recent coverage and analyst commentary for SUNCLAY
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