SUNDRMFAST
Sundram Fasteners Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SUNDRMFAST
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹977 today
BEAR
₹791
-19%
5.8% a year · 26.6x exit
BASE
₹1,105
+13%
10% a year · 35.7x exit
BULL
₹1,378
+41%
13.6% a year · 43.1x exit
Where the market has priced it
18x35x today47x
- this company's own median multiple sits 47% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹28.13 (screener) |
|---|---|
| Guided growth | 10% a year, said on the call of 12-May-2026 · transcript |
| Read across as | operating: revenue growth, margin held flat — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 26.59x / 35.71x / 43.14x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 24.31x across 38 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from a third-party research digest · not our own extraction
implied earnings growth 10%
Aiming for double-digit revenue growth in the coming 2 years, with exports expected to grow to 50% of revenue. Non-auto segments (railways, defense, wind energy) projected to reach 50% of total revenue. Margins remain on track for 18%.
Call 12-May-2026 · bridge confidence medium · transcript PDF