Sundram Fasteners earnings calls.

Sundram Fasteners delivered a strong Q4 FY26 with INR 1,529 croresCurrent reported value: INR 1,529 crores. No comparable prior figure is available in the source record. in revenue and 17% EBITDA marginCurrent reported value: 17% EBITDA margin. No comparable prior figure is available in the source record., expanding 140bps YoY on the back of stable raw material costs and operating leverage. The company achieved annual revenue of INR 5,612 croresCurrent reported value: INR 5,612 crores. No comparable prior figure is available in the source record. (7%+ growth) and record PAT of INR 580 croresCurrent reported value: INR 580 crores. No comparable prior figure is available in the source record.. Export recovery is underway with Q4 turning positive in both USD and rupee terms; Class 8 truck demand in North America has nearly doubled YoY with EPA 2027 norms providing visibility. Management targets 8-15% export growthCurrent reported value: 8-15% export growth. No comparable prior figure is available in the source record. and double-digit overall growth for FY27, driven by new customer additions across Europe and North America. Non-auto segment (35%Current 35%. Reported change: Flat YoY. of revenue) is scaling with railway, wind energy, and aerospace providing diversification. Key risks include nickel/aluminum inflation from West Asia tensions, EV order ramp delays, and competitive pressures in domestic small car segment.