Sundaram Clayton Ltd logo

Sundaram Clayton Ltd

SUNCLAY NSE

Key Fundamentals

MicrocapAuto ComponentsAutomobiles
Market Cap
₹2,765 Cr
Volatility
Moderate
P/E Ratio
11.15
EBITDA
₹127 Cr
Return on Equity
19.48%
Debt to Equity
1
Book Value
₹587.59
EPS
₹0
52W High
₹1,942
52W Low
₹1,112.8

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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29 extracted metrics + investor summaries across FY17–FY26.

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Tapetide Score

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Technical Indicators

Key Insights

Weaknesses

4
  • Company has low interest coverage ratio.
  • Company has a low return on equity of -17.8% over last 3 years.
  • Company might be capitalizing the interest cost
  • Earnings include an other income of Rs.536 Cr.

Growth Rate

Revenue Growth
-10.34%
Net Income Growth
-2458.88%
Cash Flow Change
90.20%
ROE
-1870.91%
ROCE
175.35%
EBITDA Margin (Avg.)
19.85%

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 50d ago
AI opinion · based on fundamentals
Risk high

Sundaram Clayton Ltd trades at a market cap of ~₹3,003 Cr with a PE of 11.9x. The company has reported negative ROE of -17.8% over the past 3 years, compounded profit decline of -83% over 3 years, and its earnings include a significant other income component of ₹536 Cr, raising questions about core operating profitability.

Bull Case 7
  • PE ratio of 11.9x is modest relative to the Consumer Discretionary sector, suggesting limited valuation premium already priced in
  • FY26 consolidated net profit recovered to ₹252 Cr versus a loss of ₹10.65 Cr in FY25, indicating a turnaround in bottom line
  • Consolidated revenue of ₹2,026 Cr in FY26 demonstrates a sizeable operating base with 5-year sales CAGR of 12%
  • Company resumed dividend payments at ₹4.75 per share in FY25, signalling management confidence in cash flow stability
  • Price-to-book of 2.33x is not excessively stretched for an auto-component manufacturer with hard assets
  • FY26 operating profit improved to ₹105.87 Cr from ₹94.64 Cr in FY25, showing sequential margin recovery
  • Other income of ₹534.94 Cr in FY26 (up from ₹220.62 Cr in FY25) provided substantial profit buffer, likely from subsidiary dividends or asset monetisation
Bear Case 8
  • 3-year average ROE of -17.8% indicates persistent destruction of shareholder value
  • Compounded profit has declined at -83% CAGR over 3 years, reflecting deep earnings erosion
  • Low interest coverage ratio with finance costs of ₹107.85 Cr in FY26 against operating profit of only ₹105.87 Cr — operating earnings barely cover interest
  • TTM sales declined 10% and stock price fell 34% over 1 year, signalling both fundamental and market weakness
  • Earnings quality is poor — other income of ₹536 Cr significantly exceeds core operating profit, making profitability unsustainable without non-recurring items
  • Operating profit margin remains thin at ~5.2% in FY26, leaving little cushion for input cost inflation
  • Dividend yield of only 0.33% provides minimal income support for investors during the downturn
  • Company might be capitalising interest costs, which could understate true operating expenses and overstate asset values

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 50d ago
Neutral 3
  • BRSR filed, 53% export turnover Jul 2

    Sundaram Clayton filed its Business Responsibility and Sustainability Report for FY 2025-26, reporting exports at 53% of turnover and identifying GHG emission reduction and water management as key material issues.

  • AGM scheduled July 28, 2026 Jul 2

    The company will hold its 9th AGM via video conferencing on July 28, 2026, to approve financial statements and re-appoint auditors.

  • No promoter share encumbrance Jun 17

    Promoter VS Trust confirmed zero encumbrance on Sundaram Clayton shares in FY 2025-26 or earlier under SEBI regulations.

TL;DR: Recent news flow for Sundaram Clayton is purely procedural with no material positive or negative catalysts. The company maintains a healthy 53% export mix and clean promoter holding structure with no encumbrance. No operational headwinds or growth triggers are evident from current disclosures. Investors should watch the July 28 AGM for any forward guidance or capital allocation signals.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
521
297
551
555
580
563
529
587
512
495
501
518
592
Expenses
493
273
558
540
571
547
492
556
495
480
465
479
580
Operating Profit
28
24
-7
15
10
16
38
31
16
15
36
39
12
OPM %
5%
8%
-1.4%
2.7%
1.7%
2.8%
7%
5%
3.2%
3%
7%
8%
2%
Other Income
-3
3
22
7
5
0
-4
221
4
4
-3
530
4
Interest
21
11
24
22
26
26
27
24
26
27
29
26
21
Depreciation
37
21
43
39
38
40
45
49
46
51
49
60
48
PBT
-33
-6
-53
-39
-50
-51
-39
179
-52
-58
-45
483
-53
Tax %
8%
75%
19%
22%
12%
6%
13%
20%
11%
10%
16%
12%
12%
Net Profit
-36
-10
-63
-47
-56
-54
-44
144
-58
-64
-52
426
-59
EPS in Rs
-4.88
-31.09
-23.4
-27.6
-26.79
-20.03
65.11
-26.2
-29.19
-23.55
193
-26.91
Figures in ₹ Crores

Profit & Loss

  Mar 2017Mar 2018Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
14,730
17,903
1,128
1,692
2,053
1,415
2,259
2,026
2,106
Expenses
13,726
16,393
988
1,499
1,928
1,384
2,163
1,920
2,004
Operating Profit
1,004
1,510
140
193
124
31
97
106
102
OPM %
7%
8%
12%
11%
6%
2.2%
4.3%
5%
4.8%
Other Income
170
148
-2
-14
-7
32
219
536
536
Interest
88
372
47
46
60
57
104
108
103
Depreciation
377
447
80
131
144
103
173
206
208
PBT
709
839
11
3
-86
-97
39
328
327
Tax %
23%
25%
529%
724%
25%
23%
127%
23%
Net Profit
547
629
-48
-17
-108
-120
-11
252
251
EPS in Rs
-59.38
-4.83
114
114
Div. Payout %
0%
0%
0%
0%
0%
-9%
-98%
4%
Figures in ₹ Crores

Balance Sheet

  Mar 2017Mar 2018Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
10
10
10
10
10
10
11
11
Reserves
1,857
2,141
420
547
764
590
960
1,284
Borrowings
1,665
7,593
941
990
1,107
1,426
1,493
1,298
Other Liabilities
3,759
4,982
732
778
531
648
652
689
Total Liabilities
7,291
14,726
2,103
2,325
2,412
2,674
3,116
3,282
Fixed Assets
2,943
3,751
736
1,390
1,471
1,474
2,154
2,211
CWIP
101
396
737
64
78
330
48
49
Investments
1,241
484
10
10
10
26
26
31
Other Assets
3,006
10,096
620
860
853
844
888
990
Total Assets
7,291
14,726
2,103
2,325
2,412
2,674
3,116
3,282
Figures in ₹ Crores

Cash Flow

  Mar 2017Mar 2018Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
838
324
111
105
126
46
-45
-4
Investing
-818
-1,379
-46
-99
-186
-278
-261
376
Financing
-61
805
-107
97
40
151
318
-354
Net Cash Flow
-40
-250
-42
103
-20
-81
12
18
Free Cash Flow
80
-954
64
5
-61
-227
-490
249
CFO/OP
98
44
82
63
124
228
11
25
Figures in ₹ Crores

Ratios

  Mar 2017Mar 2018Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
21
27
72
58
45
76
51
66
Inventory Days
55
44
202
165
133
179
115
164
Days Payable
83
94
179
154
129
214
102
163
Cash Conversion Cycle
-7
-23
94
69
49
40
64
67
Working Capital Days
-20
-35
-41
-24
-15
-132
-50
-33
ROCE %
16%
4%
-1%
-2%
-2%
-3%

Shareholding Pattern

As of Jun 2026
Promoters 59.09%
DIIs 20.71%
Public 16.22%
Others 3.10%
FIIs 0.88%
Total 100.00%
  Aug 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Oct 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
74.45%
74.45%
74.45%
67.45%
67.45%
67.45%
61.90%
61.90%
61.90%
59.09%
59.09%
59.09%
59.09%
59.09%
FIIs
0.00%
0.00%
0.00%
0.45%
0.35%
0.45%
0.75%
0.43%
0.94%
0.89%
0.88%
0.43%
0.43%
0.88%
DIIs
11.63%
11.63%
11.63%
15.81%
14.45%
12.64%
19.37%
19.87%
19.11%
21.87%
22.76%
21.83%
21.08%
20.71%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
9.49%
9.49%
9.27%
13.76%
14.40%
15.39%
14.20%
14.34%
14.36%
14.48%
14.26%
15.48%
16.26%
16.22%
Others
4.42%
4.42%
4.64%
2.53%
3.34%
4.07%
3.77%
3.46%
3.69%
3.67%
3.01%
3.17%
3.14%
3.10%
No. of Shareholders
22,191
22,191
21,154
22,037
21,837
21,792
21,831
22,127
21,928
22,035
22,464
22,968
22,755
22,732

Documents

Frequently Asked Questions about Sundaram Clayton Ltd

What does Sundaram Clayton Ltd do?
Incorporated in 1962, Sundaram Clayton Ltd is in the business of manufacturing automotive components[1]
Where is Sundaram Clayton Ltd (SUNCLAY) listed?
Sundaram Clayton Ltd is listed on the Indian stock exchanges. It is listed on NSE: SUNCLAY and BSE: 544066. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Sundaram Clayton Ltd belong to?
Sundaram Clayton Ltd operates in the Automobiles sector within the Auto Components industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Sundaram Clayton Ltd?
Sundaram Clayton Ltd has a market capitalisation of approximately ₹2764.81 Cr. Based on this, it is classified as a Small Cap stock.
What is the PE ratio of Sundaram Clayton Ltd?
The Price-to-Earnings (PE) ratio of Sundaram Clayton Ltd is 11.15. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Sundaram Clayton Ltd?
Over the past 52 weeks, Sundaram Clayton Ltd has traded between a low of ₹1,112.8 and a high of ₹1,942. This range helps investors understand the stock's price volatility and recent trading levels.
Does Sundaram Clayton Ltd pay dividends?
Yes, Sundaram Clayton Ltd has a dividend yield of 0.36%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Sundaram Clayton Ltd?
Sundaram Clayton Ltd has a Return on Equity (ROE) of 19.48%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Sundaram Clayton Ltd on Tapetide?
On Tapetide, you can view Sundaram Clayton Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Incorporated in 1962, Sundaram Clayton Ltd is in the business of manufacturing automotive components[1]

Listed 2023-12-29
Face Value ₹ 5
Issued Size 2,20,46,162

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