Sundaram Clayton Ltd Q4 net profit more than doubled to ₹426 crore on asset sale gains

Revenue, however, declined by 12 per cent to ₹518 crore (₹587 crore).

Sundaram Clayton Ltd, the Chennai-based automotive component manufacturer, more than doubled its consolidated net profit for the fourth quarter ended March 31, 2026, to ₹426 crore compared to ₹144 crore in the corresponding quarter last year, mainly driven by a profit on sale of assets amounting to ₹521 crore during the quarter.

Revenue declined by 12 per cent to ₹518 crore (₹587 crore).

For FY26, the consolidated net profit was ₹252 crore on a loss of ₹11 crore in the previous fiscal. Revenue declined by 10 per cent to ₹2,026 crore (₹2,260 crore).

On a standalone basis, the company more than doubled its net profit to ₹494 crore in Q4 FY26 against ₹209 crore in the corresponding quarter last year. Revenue declined by 18 per cent to ₹444 crore (₹524 crore).

For FY26, the standalone net profit doubled to ₹552 crore (₹258 crore) on a 15 per cent decline in revenue to ₹1,788 crore (₹2,109 crore).

The company invested ₹54 crore in its overseas wholly-owned subsidiary, Sundaram Holing USA Inc, in Q4.

The company’s board in March declared an interim dividend of ₹4.5 per share, absorbing a sum of ₹9.92 crore for the fiscal 2025-26.

The fourth quarter marked one of the strongest quarters for the Indian auto industry in recent years, supported by favourable macroeconomic conditions and policy-led demand recovery, stated a release.

On exports, the company said that the North American truck market continued to witness muted demand during Q4 FY26, primarily due to cautious fleet capital expenditure decisions, geopolitical and macroeconomic uncertainties. Consequently, export demand remained relatively subdued during the quarter, particularly in the heavy truck segment, despite long-term growth outlook in the North American market, the release said.

India operations

The West Asia region continues to pose challenges in navigating raw material availability, supply chain continuity and profitability. Increase in aluminium prices, energy costs, freight rates, and foreign exchange movements may potentially impact margins.

The company continues to closely monitor regional developments and pursue balanced, risk-mitigated strategies focused on securing raw materials, strengthening operational resilience, and ensuring sustainable profitability, the release said.

Published on May 14, 2026