Sundaram Clayton reported EBITDA of 20.4 per cent at Rs 919 million (mn) for Q4 FY2025-26, up from 17.0 per cent at Rs 898 million (mn) in Q4 FY2024-25. The standalone revenue for the quarter was Rs 4.512 billion (bn) compared with Rs 5.27 billion in Q4 FY2024-25, which included Rs 1.025 billion from the two-wheeler casting business sold in Q4 FY2024-25. The firm attributed the improvement in margin to operational efficiencies and portfolio adjustments following the divestment.

For the full year the company recorded EBITDA of Rs 3.303 billion (bn), representing 18.3 per cent, against Rs 2.972 billion at 14 per cent in the corresponding period last year. Standalone revenue for the year was Rs 18.089 billion compared with Rs 21.228 billion in the prior year, the earlier period having included Rs 4.104 billion from the two-wheeler casting business disposed in the preceding year. Management reiterated focus on sustained profitability and cash generation through cost control and mix optimisation.

The Indian automobile industry delivered a strong quarter with passenger vehicles growing 14 per cent and commercial vehicles growing 18.9 per cent year on year, supporting demand across segments. Export demand remained relatively subdued in North America amid cautious fleet capital expenditure and wider macroeconomic uncertainties, particularly in the heavy truck segment. The Middle East market presented challenges related to raw material availability, supply chain continuity and higher input costs that may impact margins.

The company noted recognition for quality and sustainability, including a Supplier of the Year award from Hyundai Motor Group and a B+ rating in the CDP Climate Change Disclosure 2025, together with ACMA ESG and Safety Excellence Awards 2026. Both plants continued initiatives to increase green energy usage as part of broader sustainability and efficiency programmes. With emphasis on localisation the company expects to deepen engagement in the USA and accelerate scale up of new product programmes to support long term growth.