Sundaram Clayton Reports Strong Q4 EBITDA Growth for FY 2025-26

Sundaram Clayton Reports Strong Q4 EBITDA Growth for FY 2025-26​

Chennai, May 14, 2026: Sundaram Clayton Limited (SCL) announced strong financial performance for the fourth quarter of fiscal year (FY) 2025-26, reporting an EBITDA of 20.4% at Rs. 91.9 Cr. This marked an increase compared to the EBITDA of 17.0% or Rs. 89.8 Cr recorded in Q4 of the previous fiscal year (2024-25).

For Q4 FY 2025-26, the standalone revenue stood at Rs. 451.2 Cr. This was compared to Rs. 527 Cr in Q4 2024-25, a difference attributed to the sale of the 2W casting business in Hosur during Q4 FY 2024-25.

Full Year Performance Highlights​

Reviewing the full fiscal year 2025-26, the company reported an EBITDA of Rs. 330.3 Cr, representing 18.3%. This is a notable jump from the Rs. 297.2 Cr (14%) recorded in the corresponding period last year.

On the revenue front, the full year standalone revenue reached Rs. 1808.9 Cr. This figure contrasts with the Rs. 2122.8 Cr recorded in the preceding year, which included revenue of Rs. 410.4 Cr from the 2W casting business in Hosur, sold in Q4 FY 2024-25.

The financial comparison for the full year and Q4 performance is summarized below:

Market and Operational Overview​

The broader Indian automobile industry showed strong signs of recovery in Q4 FY26. All major vehicle segments recorded double-digit growth, with Passenger Vehicles (PV) increasing 14% Year-on-Year (YoY) and Commercial Vehicles (CV) growing 18.9% YoY. Industry analysts noted that Q4 FY26 marked one of the strongest quarters in recent years, supported by favorable macroeconomic conditions and policy-led demand recovery.

However, export demand remained relatively subdued during the quarter. The North American truck market, in particular, faced muted demand due to cautious fleet capital expenditure decisions and various geopolitical and macroeconomic uncertainties.

Operational Focus and Recognition​

SCL continues to focus on enhancing operational resilience across its global markets. In the Middle East region, the company continues to monitor developments and navigate challenges related to raw material availability, supply chain continuity, and profitability. Potential impacts on margins include increases in aluminum prices, energy costs, freight rates, and foreign exchange movements.

In the USA operations, the company is leveraging the increasing emphasis on localized manufacturing, positioning itself well to capitalize on domestic growth opportunities over the long term. SCL continues to strengthen customer engagement and accelerate the scale-up of new product programmes.

Operationally and environmentally, SCL achieved several accolades. It received the 'Supplier of the Year' Quality Award from Hyundai Motor Group. Furthermore, the company received a B+ rating for the CDP Climate Change Disclosure 2025 and the ACMA ESG & Safety Excellence Awards 2026 for the second consecutive year, continuing its commitment to increasing the use of green energy across both its manufacturing plants.

Established in 1962, Sundaram Clayton Limited (SCL) is a key manufacturer of engineered aluminium diecast components for the automotive sector, providing innovative solutions to global customers in both commercial and passenger vehicle segments.

SUNCLAY Stock Price Movement​

As of 1:28 PM, shares of Sundaram Clayton Limited are rallying in live trading, gaining 3.12% to reach ₹1496. The strong momentum is supported by 77,237 shares traded so far today, signaling robust buying interest in the market.