Summary

Sundaram Clayton Limited (SCL) reports a strong EBITDA improvement of 16% with Q1 FY 2025-26 at Rs. 70.6 Cr as against Rs. 61.1 Cr in Q1 2024-25. The standalone revenue for the financial year Q1 2025-26 at Rs. 444.1 Cr as against Rs. 553.6 Cr in Q1 2024-25. The operations have ramped up smoothly at Thervoy Kandigai Plant (TKP), the new plant, without any disruptions. The Company has adopted a strategy to consolidate its 3 plants into 2 plants. The North American market in 2025 has experienced pronounced volatility, but the Company considers it as a long term strategic market with growth opportunities.

Key Highlights

1. 1

   16% EBITDA improvement in Q1 FY 2025-26

2. 2

   Standalone revenue at Rs. 444.1 Cr in Q1 FY 2025-26

3. 3

   Smooth operations at the new Thervoy Kandigai Plant (TKP)

4. 4

   Consolidation of 3 plants into 2 plants in final stages

5. 5

   Highest quarterly sales performance of Rs. 79.7 Cr in North American operations

6. 6

   North America considered as a long term strategic market