Sundaram-Clayton Ltd.

•

₹ 1,284.10.64%

2026-08-21

sundaram-clayton.comBSE: 544066NSE: SUNCLAY

Market Cap₹ 2,833 Cr.

Current Price₹ 1,276

High / Low₹ 1,942 / 1,113

Stock P/E0.0

Book Value₹ 897

Price to Book1.34

Dividend Yield0.35 %

ROCE26.8 %

ROE32.6 %

Face Value₹ 5

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ABOUT

KEY POINTS

PROS

Company has a good return on equity (ROE) track record: 3 Years ROE 21.3%
Stock looks reasonably valued - P/E of 4.8 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

EDIT COLUMNS

Automobile and Auto ComponentsAutomobile & AncillariesAuto Ancillary

Part ofNIFTY 50 NIFTY 500 NIFTY LARGEMIDCAP 250 NIFTY 100 NIFTY 200

S.No.	Name	CMP Rs.	P/E	Mar Cap Rs.Cr.	Div Yld %	NP Qtr Rs.Cr.	Qtr Profit Var %	Sales Qtr Rs.Cr.	Qtr Sales Var %	ROCE %	OPM %
1.	MOTHERSON	170.35	41.05	179794.93	0.35	1075.66	77.48	35243.77	17.70	13.63	8.86
2.	BOSCHLTD	48360.00	60.36	142643.14	0.56	706.10	-36.74	5841.90	22.00	25.60	14.08
3.	UNOMINDA	1275.00	61.24	73627.07	0.21	315.51	2.10	5556.85	23.79	20.74	11.14
4.	TIINDIA	2936.45	93.72	56841.54	0.12	293.96	-3.04	6215.33	20.20	27.33	8.81
5.	SONACOMS	823.00	73.78	51346.20	0.41	178.51	46.67	1301.20	52.38	14.75	22.55
6.	ENDURANCE	2987.10	43.32	42017.40	0.39	244.52	8.03	4314.89	30.01	18.33	12.42
7.	ZFCVINDIA	2617.15	59.66	29784.61	0.03	1044.78	753.75	10661.76	992.89	20.23	12.93
8.	CRAFTSMAN	10778.15	60.63	28189.64	0.10	150.55	116.31	2431.58	36.30	14.65	15.81
9.	MSUMI	39.27	0.00	26042.54	1.48	1453.20	915.51	34072.60	1273.43	43.72	7.58
10.	GABRIEL	1438.55	85.65	25495.42	0.35	1081.26	925.35	14256.83	1055.00	26.37	11.71
11.	SANSERA	3894.75	69.76	24304.63	0.10	87.36	38.71	1021.26	33.27	13.97	19.18
12.	SUNCLAY	1285.00	11.30	2832.93	0.35	-59.33	-2.72	591.65	15.64	17.26	2.03

Detailed Comparison with:

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	—	—	—	—	—	—	—	—	—	—	—
OPM %	—	—	—	—	—	—	—	—	—	—	—
Other Income	23	8	5	3	4	2	2	4	7	8	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
	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
	9	10	8	10	5	99	8	9	9	224	1
Equity Capital	10	10	10	10	11	11	11	11	11	11	11
Reserves	0	0	0	0	0	0	0	0	0	0	0
Promoter Pledge %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Equity Capital	10	10	10	10	11	11	11	11	11	11	11
Reserves	0	0	0	0	0	0	0	0	0	0	0
Promoter Pledge %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Dec 2023

: 498
: 454
Operating Profit: —
OPM %: —
Other Income: 23
Interest: 13
Depreciation: 25
: 28
Tax %: 36.15%
Net Profit: 18
: 9
Equity Capital: 10
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 10
Reserves: 0
Promoter Pledge %: 0.00%

Mar 2024

: 532
: 471
Operating Profit: —
OPM %: —
Other Income: 8
Interest: 13
Depreciation: 26
: 29
Tax %: 29.06%
Net Profit: 21
: 10
Equity Capital: 10
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 10
Reserves: 0
Promoter Pledge %: 0.00%

Jun 2024

: 549
: 492
Operating Profit: —
OPM %: —
Other Income: 5
Interest: 14
Depreciation: 24
: 23
Tax %: 25.59%
Net Profit: 17
: 8
Equity Capital: 10
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 10
Reserves: 0
Promoter Pledge %: 0.00%

Sep 2024

: 539
: 470
Operating Profit: —
OPM %: —
Other Income: 3
Interest: 19
Depreciation: 27
: 24
Tax %: 12.37%
Net Profit: 21
: 10
Equity Capital: 10
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 10
Reserves: 0
Promoter Pledge %: 0.00%

Dec 2024

: 496
: 426
Operating Profit: —
OPM %: —
Other Income: 4
Interest: 20
Depreciation: 31
: 15
Tax %: 29.83%
Net Profit: 10
: 5
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%

Mar 2025

: 525
: 437
Operating Profit: —
OPM %: —
Other Income: 2
Interest: 20
Depreciation: 34
: 244
Tax %: 14.28%
Net Profit: 209
: 99
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%

Jun 2025

: 442
: 373
Operating Profit: —
OPM %: —
Other Income: 2
Interest: 20
Depreciation: 28
: 22
Tax %: 24.06%
Net Profit: 17
: 8
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%

Sep 2025

: 459
: 384
Operating Profit: —
OPM %: —
Other Income: 4
Interest: 20
Depreciation: 33
: 26
Tax %: 22.08%
Net Profit: 20
: 9
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%

Dec 2025

: 444
: 362
Operating Profit: —
OPM %: —
Other Income: 7
Interest: 23
Depreciation: 31
: 28
Tax %: 25.15%
Net Profit: 21
: 9
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%

Mar 2026

: 444
: 359
Operating Profit: —
OPM %: —
Other Income: 8
Interest: 21
Depreciation: 41
: 551
Tax %: 10.26%
Net Profit: 494
: 224
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%

Jun 2026

: 524
: 505
Operating Profit: —
OPM %: —
Other Income: 4
Interest: 15
Depreciation: 28
: 23
Tax %: 25.23%
Net Profit: 17
: 1
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%
Equity Capital: 11
Reserves: 0
Promoter Pledge %: 0.00%

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	185	297	330	—
OPM %	14	14	18	—
Other Income	34	14	20	22
Interest	31	72	83	79
Depreciation	65	116	134	134
	87	306	627	627
Tax %	26	16	12	12
Net Profit	65	258	552	552
EPS	32	117	251	—
Dividend Payout %	16	4	2	—
Minority Interest	0	0	0	0
Share of Associates	0	0	0	0
Adjusted EPS	32	117	251	—
Minority Interest	0	0	0	0
Share of Associates	0	0	0	0
Adjusted EPS	32	117	251	—

Mar 2024

: 1,342
: 1,191
Operating Profit: 185
OPM %: 14
Other Income: 34
Interest: 31
Depreciation: 65
: 87
Tax %: 26
Net Profit: 65
EPS: 32
Dividend Payout %: 16
Minority Interest: 0
Share of Associates: 0
Adjusted EPS: 32
Minority Interest: 0
Share of Associates: 0
Adjusted EPS: 32

Mar 2025

: 2,109
: 1,826
Operating Profit: 297
OPM %: 14
Other Income: 14
Interest: 72
Depreciation: 116
: 306
Tax %: 16
Net Profit: 258
EPS: 117
Dividend Payout %: 4
Minority Interest: 0
Share of Associates: 0
Adjusted EPS: 117
Minority Interest: 0
Share of Associates: 0
Adjusted EPS: 117

Mar 2026

: 1,789
: 1,479
Operating Profit: 330
OPM %: 18
Other Income: 20
Interest: 83
Depreciation: 134
: 627
Tax %: 12
Net Profit: 552
EPS: 251
Dividend Payout %: 2
Minority Interest: 0
Share of Associates: 0
Adjusted EPS: 251
Minority Interest: 0
Share of Associates: 0
Adjusted EPS: 251

TTM

: 1,871
: 1,610
Operating Profit: —
OPM %: —
Other Income: 22
Interest: 79
Depreciation: 134
: 627
Tax %: 12
Net Profit: 552
EPS: —
Dividend Payout %: —
Minority Interest: 0
Share of Associates: 0
Adjusted EPS: —
Minority Interest: 0
Share of Associates: 0
Adjusted EPS: —

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:: -25%

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
LIABILITIES	-	-	-
Equity Capital	10	11	11
	787	1,413	1,949
	342	202	0
Trade Payables	415	299	386
	816	1,104	1,088
Total Liabilities	2,371	3,029	3,434
ASSETS	-	-	-
	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
Total Debt	976	1,062	856
Net Working Capital	-240	-178	32
Contingent Liabilities	47	405	448
Book Value per Share	394.08	646.13	889.52
Face Value	5.00	5.00	5.00
Total Debt	976	1,062	856
Net Working Capital	-240	-178	32
Contingent Liabilities	47	405	448
Book Value per Share	394.08	646.13	889.52
Face Value	5.00	5.00	5.00

Mar 2024

Equity Capital: 10
: 787
: 342
Trade Payables: 415
: 816
Total Liabilities: 2,371
: 578
Capital Work in Progress: 295
: 673
: 321
: 358
Cash & Bank: 13
: 132
Total Assets: 2,371
Total Debt: 976
Net Working Capital: -240
Contingent Liabilities: 47
Book Value per Share: 394.08
Face Value: 5.00
Total Debt: 976
Net Working Capital: -240
Contingent Liabilities: 47
Book Value per Share: 394.08
Face Value: 5.00

Mar 2025

Equity Capital: 11
: 1,413
: 202
Trade Payables: 299
: 1,104
Total Liabilities: 3,029
: 1,013
Capital Work in Progress: 45
: 1,224
: 297
: 303
Cash & Bank: 7
: 141
Total Assets: 3,029
Total Debt: 1,062
Net Working Capital: -178
Contingent Liabilities: 405
Book Value per Share: 646.13
Face Value: 5.00
Total Debt: 1,062
Net Working Capital: -178
Contingent Liabilities: 405
Book Value per Share: 646.13
Face Value: 5.00

Mar 2026

Equity Capital: 11
: 1,949
: 0
Trade Payables: 386
: 1,088
Total Liabilities: 3,434
: 995
Capital Work in Progress: 23
: 1,590
: 342
: 343
Cash & Bank: 40
: 101
Total Assets: 3,434
Total Debt: 856
Net Working Capital: 32
Contingent Liabilities: 448
Book Value per Share: 889.52
Face Value: 5.00
Total Debt: 856
Net Working Capital: 32
Contingent Liabilities: 448
Book Value per Share: 889.52
Face Value: 5.00

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
Free Cash Flow	117	41	256
OCF / Net Profit	1.81	0.80	0.46
Cumulative 5-Year FCF	0	0	0
OCF / Net Profit	1.81	0.80	0.46
Cumulative 5-Year FCF	0	0	0

Mar 2024

: 117
Cash from Investing: -342
Cash from Financing: 157
: -69
Free Cash Flow: 117
OCF / Net Profit: 1.81
Cumulative 5-Year FCF: 0
OCF / Net Profit: 1.81
Cumulative 5-Year FCF: 0

Mar 2025

: 208
Cash from Investing: -586
Cash from Financing: 376
: -3
Free Cash Flow: 41
OCF / Net Profit: 0.80
Cumulative 5-Year FCF: 0
OCF / Net Profit: 0.80
Cumulative 5-Year FCF: 0

Mar 2026

: 256
Cash from Investing: 70
Cash from Financing: -297
: 29
Free Cash Flow: 256
OCF / Net Profit: 0.46
Cumulative 5-Year FCF: 0
OCF / Net Profit: 0.46
Cumulative 5-Year FCF: 0

Ratios

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2024	Mar 2025	Mar 2026
PER SHARE	-	-	-
EPS (₹)	31.88	117.02	250.56
Book Value (₹)	394.08	646.13	889.52
Dividend per Share (₹)	5.15	4.75	4.50
Cash EPS (₹)	64.03	169.45	311.21
PROFITABILITY	-	-	-
Operating Margin %	11.26%	13.44%	17.33%
Net Margin %	4.81%	12.23%	30.88%
ROE %	8.09%	23.22%	32.63%
ROCE %	6.67%	17.76%	26.78%
	2.72%	9.55%	17.09%
EFFICIENCY	-	-	-
Debtor Days	97	57	66
Inventory Days	87	53	65
Payable Days	218	119	147
	-34	-8	-16
FINANCIAL HEALTH	-	-	-
Debt to Equity (x)	1.22x	0.75x	0.44x
Interest Coverage (x)	3.80x	5.24x	8.53x
	0.76x	0.80x	1.04x
GROWTH	-	-	-
Revenue Growth %	0.00%	57.17%	-15.20%
Operating Profit Growth %	0.00%	60.66%	11.15%
Net Profit Growth %	0.00%	299.75%	114.11%
	0.00%	267.10%	114.11%
VALUATION	-	-	-
P/E (x)	44.14x	18.86x	4.75x
P/B (x)	3.57x	3.42x	1.34x
Dividend Yield %	0.37%	0.22%	0.38%
	20.60x	19.92x	10.42x

Mar 2024

EPS (₹): 31.88
Book Value (₹): 394.08
Dividend per Share (₹): 5.15
Cash EPS (₹): 64.03
Operating Margin %: 11.26%
Net Margin %: 4.81%
ROE %: 8.09%
ROCE %: 6.67%
: 2.72%
Debtor Days: 97
Inventory Days: 87
Payable Days: 218
: -34
Debt to Equity (x): 1.22x
Interest Coverage (x): 3.80x
: 0.76x
Revenue Growth %: 0.00%
Operating Profit Growth %: 0.00%
Net Profit Growth %: 0.00%
: 0.00%
P/E (x): 44.14x
P/B (x): 3.57x
Dividend Yield %: 0.37%
: 20.60x

Mar 2025

EPS (₹): 117.02
Book Value (₹): 646.13
Dividend per Share (₹): 4.75
Cash EPS (₹): 169.45
Operating Margin %: 13.44%
Net Margin %: 12.23%
ROE %: 23.22%
ROCE %: 17.76%
: 9.55%
Debtor Days: 57
Inventory Days: 53
Payable Days: 119
: -8
Debt to Equity (x): 0.75x
Interest Coverage (x): 5.24x
: 0.80x
Revenue Growth %: 57.17%
Operating Profit Growth %: 60.66%
Net Profit Growth %: 299.75%
: 267.10%
P/E (x): 18.86x
P/B (x): 3.42x
Dividend Yield %: 0.22%
: 19.92x

Mar 2026

EPS (₹): 250.56
Book Value (₹): 889.52
Dividend per Share (₹): 4.50
Cash EPS (₹): 311.21
Operating Margin %: 17.33%
Net Margin %: 30.88%
ROE %: 32.63%
ROCE %: 26.78%
: 17.09%
Debtor Days: 66
Inventory Days: 65
Payable Days: 147
: -16
Debt to Equity (x): 0.44x
Interest Coverage (x): 8.53x
: 1.04x
Revenue Growth %: -15.20%
Operating Profit Growth %: 11.15%
Net Profit Growth %: 114.11%
: 114.11%
P/E (x): 4.75x
P/B (x): 1.34x
Dividend Yield %: 0.38%
: 10.42x

Shareholding Pattern

Numbers in percentages

TRADES

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	67.45	67.45	61.90	61.90	59.09	59.09	59.09	59.09	59.09
	0.35	0.45	0.43	0.94	0.89	0.88	0.43	0.42	0.88
	14.46	12.64	19.87	19.11	21.87	22.76	21.84	21.08	20.71
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	17.74	19.45	17.80	18.05	18.15	17.27	18.65	19.40	19.32

Jun 2024

: 67.45
: 0.35
: 14.46
Government: 0.00
: 17.74

Sep 2024

: 67.45
: 0.45
: 12.64
Government: 0.00
: 19.45

Dec 2024

: 61.90
: 0.43
: 19.87
Government: 0.00
: 17.80

Mar 2025

: 61.90
: 0.94
: 19.11
Government: 0.00
: 18.05

Jun 2025

: 59.09
: 0.89
: 21.87
Government: 0.00
: 18.15

Sep 2025

: 59.09
: 0.88
: 22.76
Government: 0.00
: 17.27

Dec 2025

: 59.09
: 0.43
: 21.84
Government: 0.00
: 18.65

Mar 2026

: 59.09
: 0.42
: 21.08
Government: 0.00
: 19.40

Jun 2026

: 59.09
: 0.88
: 20.71
Government: 0.00
: 19.32

Documents

Announcements

Shareholders meeting
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.
Updates
2026-07-28 - Sundaram Clayton Limited has informed the Exchange regarding '' Re-appointment of Statutory Auditors for a term of five consecutive years.

Annual Reports

Credit Ratings

Nothing filed yet.

Concalls

Nothing filed yet.