Reported Earnings • May 21
Full year 2026 earnings released: EPS: ₹23.49 (vs ₹18.55 in FY 2025) Full year 2026 results: EPS: ₹23.49 (up from ₹18.55 in FY 2025). Revenue: ₹10.0b (up ₹8.49b from FY 2025). Net income: ₹5.22b (up 27% from FY 2025). Profit margin: 52% (down from 266% in FY 2025). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 14
TSF Investments Limited to Report Fiscal Year 2026 Results on May 19, 2026 TSF Investments Limited announced that they will report fiscal year 2026 results on May 19, 2026 Reported Earnings • Feb 05
Third quarter 2026 earnings released: EPS: ₹4.64 (vs ₹4.76 in 3Q 2025) Third quarter 2026 results: EPS: ₹4.64 (down from ₹4.76 in 3Q 2025). Revenue: ₹2.61b (up ₹2.28b from 3Q 2025). Net income: ₹1.03b (down 2.5% from 3Q 2025). Profit margin: 40% (down from 325% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Feb 05
Dividend of ₹6.70 announced Shareholders will receive a dividend of ₹6.70. Ex-date: 10th February 2026 Payment date: 5th March 2026 Dividend yield will be 2.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (10% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time. Earnings per share has grown by 38% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹455, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 29x in the Auto Components industry in India. Total returns to shareholders of 481% over the past three years. Announcement • Jan 29
TSF Investments Limited to Report Q3, 2026 Results on Feb 03, 2026 TSF Investments Limited announced that they will report Q3, 2026 results on Feb 03, 2026 Reported Earnings • Nov 08
Second quarter 2026 earnings released: EPS: ₹4.52 (vs ₹4.00 in 2Q 2025) Second quarter 2026 results: EPS: ₹4.52 (up from ₹4.00 in 2Q 2025). Revenue: ₹2.55b (up ₹2.25b from 2Q 2025). Net income: ₹1.00b (up 13% from 2Q 2025). Profit margin: 40% (down from 298% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 82% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 01
TSF Investments Limited to Report Q2, 2026 Results on Nov 04, 2025 TSF Investments Limited announced that they will report Q2, 2026 results at 9:08 AM, Indian Standard Time on Nov 04, 2025 New Risk • Sep 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change). Valuation Update With 7 Day Price Move • Sep 10
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹571, the stock trades at a trailing P/E ratio of 30.8x. Average trailing P/E is 31x in the Auto Components industry in India. Total returns to shareholders of 621% over the past three years. Reported Earnings • Jul 03
Full year 2025 earnings released: EPS: ₹18.55 (vs ₹24.00 in FY 2024) Full year 2025 results: EPS: ₹18.55 (down from ₹24.00 in FY 2024). Revenue: ₹1.55b (down 47% from FY 2024). Net income: ₹4.12b (down 23% from FY 2024). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 89% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jun 30
Sundaram Finance Holdings Limited, Annual General Meeting, Jul 24, 2025 Sundaram Finance Holdings Limited, Annual General Meeting, Jul 24, 2025, at 10:00 Indian Standard Time. Declared Dividend • Jun 21
Third quarter dividend of ₹1.55 announced Shareholders will receive a dividend of ₹1.55. Ex-date: 11th July 2025 Payment date: 1st January 1970 Dividend yield will be 1.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 26% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹451, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 32x in the Auto Components industry in India. Total returns to shareholders of 677% over the past three years. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹346, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 396% over the past three years. Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹322, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 28x in the Auto Components industry in India. Total returns to shareholders of 412% over the past three years. Announcement • Mar 18
Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) acquired Forge 2000 Limited. Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) agreed to acquire Forge 2000 Limited for INR 160 million on February 21, 2025. A cash consideration valued at INR 80 per share will be paid by Sundaram Finance Holdings Limited.
For the period ending March 31, 2024, Forge 2000 Limited reported total revenue of INR 269 million.
The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of the transaction is March 31, 2025.
Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) completed the acquisition of Forge 2000 Limited on March 17, 2025. Declared Dividend • Jan 31
Dividend of ₹3.70 announced Shareholders will receive a dividend of ₹3.70. Ex-date: 4th February 2025 Payment date: 27th February 2025 Dividend yield will be 3.3%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 26% per year over the past 7 years. However, payments have been volatile during that time. Earnings per share has grown by 33% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Jan 30
Third quarter 2025 earnings released: EPS: ₹4.76 (vs ₹4.61 in 3Q 2024) Third quarter 2025 results: EPS: ₹4.76 (up from ₹4.61 in 3Q 2024). Revenue: ₹329.4m (up 30% from 3Q 2024). Net income: ₹1.06b (up 3.2% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 50% per year whereas the company’s share price has increased by 51% per year. Announcement • Jan 29
Sundaram Finance Holdings Limited to Report Q3, 2025 Results on Jan 29, 2025 Sundaram Finance Holdings Limited announced that they will report Q3, 2025 results on Jan 29, 2025 Reported Earnings • Nov 06
Second quarter 2025 earnings released: EPS: ₹4.00 (vs ₹4.08 in 2Q 2024) Second quarter 2025 results: EPS: ₹4.00 (down from ₹4.08 in 2Q 2024). Revenue: ₹315.9m (up 30% from 2Q 2024). Net income: ₹889.0m (down 2.0% from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Aug 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (130% cash payout ratio). Share price has been volatile over the past 3 months (8.7% average weekly change). Profit margins are more than 30% lower than last year (185% net profit margin). Valuation Update With 7 Day Price Move • Aug 27
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹354, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 34x in the Auto Components industry in India. Total returns to shareholders of 406% over the past three years. Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: ₹4.97 (vs ₹3.18 in 1Q 2024) First quarter 2025 results: EPS: ₹4.97 (up from ₹3.18 in 1Q 2024). Revenue: ₹442.8m (up 84% from 1Q 2024). Net income: ₹1.10b (up 56% from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 47% per year. Reported Earnings • Jun 29
Full year 2024 earnings released: EPS: ₹24.00 (vs ₹10.70 in FY 2023) Full year 2024 results: EPS: ₹24.00 (up from ₹10.70 in FY 2023). Revenue: ₹2.91b (up 220% from FY 2023). Net income: ₹5.33b (up 124% from FY 2023). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jun 28
Upcoming dividend of ₹2.05 per share Eligible shareholders must have bought the stock before 05 July 2024. Payment date: 19 July 2024. Payout ratio is a comfortable 32% and the cash payout ratio is 76%. Trailing yield: 2.9%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.5%). Announcement • Jun 25
Sundaram Finance Holdings Limited, Annual General Meeting, Jul 18, 2024 Sundaram Finance Holdings Limited, Annual General Meeting, Jul 18, 2024, at 10:00 Indian Standard Time. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹284, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 29x in the Auto Components industry in India. Total returns to shareholders of 334% over the past three years. New Risk • Jun 04
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (179% net profit margin). Declared Dividend • Jun 01
Dividend of ₹2.05 announced Shareholders will receive a dividend of ₹2.05. Ex-date: 5th July 2024 Payment date: 19th July 2024 Dividend yield will be 2.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (21% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 18% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Upcoming Dividend • May 24
Upcoming dividend of ₹3.65 per share Eligible shareholders must have bought the stock before 31 May 2024. Payment date: 18 June 2024. Payout ratio is a comfortable 21% and the cash payout ratio is 87%. Trailing yield: 1.4%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%). New Risk • May 23
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 179% Last year net profit margin: 261% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.1% average weekly change). Profit margins are more than 30% lower than last year (179% net profit margin). Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹253, the stock trades at a trailing P/E ratio of 15.5x. Average trailing P/E is 30x in the Auto Components industry in India. Total returns to shareholders of 307% over the past three years. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to ₹265, the stock trades at a trailing P/E ratio of 16.2x. Average trailing P/E is 31x in the Auto Components industry in India. Total returns to shareholders of 345% over the past three years. Recent Insider Transactions • Mar 29
Insider recently bought ₹172m worth of stock On the 22nd of March, Arjun Rangarajan bought around 900k shares on-market at roughly ₹192 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹592m more in shares than they have sold in the last 12 months. New Risk • Mar 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change). Significant insider selling over the past 3 months (₹5.9m sold). Announcement • Mar 06
Sundaram Composite Structures Private Limited agreed to acquire 19.1% stake in Mind S.r.l. from Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) for €0.936477 million. Sundaram Composite Structures Private Limited agreed to acquire 19.1% stake in Mind S.r.l. from Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) on March 5, 2024. The consideration consists of €0.936477 million in cash. As part of the consideration, €0.936477 million was paid towards common equity. The Board of Directors of Sundaram Finance Holdings and Audit Committee has approved this transaction. The transaction is subject to compliances with FEMA regulations. The transaction is likely to be completed by June 2024. Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹200, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 31x in the Auto Components industry in India. Total returns to shareholders of 202% over the past three years. Declared Dividend • Feb 14
Dividend of ₹14.00 announced Shareholders will receive a dividend of ₹14.00. Ex-date: 16th February 2024 Payment date: 1st March 2024 Dividend yield will be 9.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (21% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 18% per year over the past 6 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 01
Third quarter 2024 earnings released: EPS: ₹4.61 (vs ₹2.91 in 3Q 2023) Third quarter 2024 results: EPS: ₹4.61 (up from ₹2.91 in 3Q 2023). Revenue: ₹277.3m (up 38% from 3Q 2023). Net income: ₹1.02b (up 59% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 40% per year whereas the company’s share price has increased by 37% per year. New Risk • Jan 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Announcement • Jan 25
Sundaram Finance Holdings Limited to Report Q3, 2024 Results on Jan 31, 2024 Sundaram Finance Holdings Limited announced that they will report Q3, 2024 results on Jan 31, 2024 Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹168, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 31x in the Auto Components industry in India. Total returns to shareholders of 171% over the past three years. Valuation Update With 7 Day Price Move • Nov 09
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₹160, the stock trades at a trailing P/E ratio of 11x. Average trailing P/E is 29x in the Auto Components industry in India. Total returns to shareholders of 259% over the past three years. Reported Earnings • Nov 04
Second quarter 2024 earnings released: EPS: ₹4.08 (vs ₹1.60 in 2Q 2023) Second quarter 2024 results: EPS: ₹4.08 (up from ₹1.60 in 2Q 2023). Revenue: ₹261.5m (up 55% from 2Q 2023). Net income: ₹907.1m (up 173% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 40% per year. Reported Earnings • Aug 03
First quarter 2024 earnings released: EPS: ₹3.18 (vs ₹1.85 in 1Q 2023) First quarter 2024 results: EPS: ₹3.18 (up from ₹1.85 in 1Q 2023). Revenue: ₹252.9m (up 36% from 1Q 2023). Net income: ₹706.7m (up 72% from 1Q 2023). Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 38% per year. Upcoming Dividend • Jun 26
Upcoming dividend of ₹2.50 per share at 4.2% yield Eligible shareholders must have bought the stock before 03 July 2023. Payment date: 13 August 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.8%). Announcement • Jun 22
Sundaram Finance Holdings Limited, Annual General Meeting, Jul 14, 2023 Sundaram Finance Holdings Limited, Annual General Meeting, Jul 14, 2023, at 10:00 Indian Standard Time. Agenda: To consider the Audited Financial Statements, including the Consolidated Financial Statements, of the Company, for the year ended 31st March 2023 and the Board's and Auditors's Reports thereon; to consider the dividend; to consider the election of directors; and to consider other matters. Announcement • May 26
Trichur Sundaram Santhanam & Family Private Limited agreed to acquire 10% stake in Sundaram Composite Structures Private Limited from Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) for INR 47.2 million. Trichur Sundaram Santhanam & Family Private Limited agreed to acquire 10% stake in Sundaram Composite Structures Private Limited from Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) for INR 47.2 million on May 24, 2023. Sundaram Finance Holdings' Board of Directors approved the sale. The transaction expected to be completed by June 20, 2023. Reported Earnings • May 25
Full year 2023 earnings released: EPS: ₹10.70 (vs ₹7.84 in FY 2022) Full year 2023 results: EPS: ₹10.70 (up from ₹7.84 in FY 2022). Revenue: ₹939.6m (up 12% from FY 2022). Net income: ₹2.38b (up 46% from FY 2022). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Board Change • Apr 14
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Shobhana Ramachandhran was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Feb 07
Upcoming dividend of ₹1.50 per share at 1.7% yield Eligible shareholders must have bought the stock before 14 February 2023. Payment date: 04 March 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.7%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (0.6%). Reported Earnings • Feb 05
Third quarter 2023 earnings released: EPS: ₹2.91 (vs ₹1.61 in 3Q 2022) Third quarter 2023 results: EPS: ₹2.91 (up from ₹1.61 in 3Q 2022). Revenue: ₹200.9m (up 38% from 3Q 2022). Net income: ₹645.5m (up 91% from 3Q 2022). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Jan 30
Sundaram Finance Holdings Limited to Report Q3, 2023 Results on Feb 02, 2023 Sundaram Finance Holdings Limited announced that they will report Q3, 2023 results on Feb 02, 2023 Recent Insider Transactions • Dec 11
Independent Non-Executive Director recently sold ₹6.0m worth of stock On the 9th of December, Shobhana Ramachandhran sold around 60k shares on-market at roughly ₹100 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Announcement • Dec 07
Trichur Sundaram Santhanam & Family Private Limited agreed to acquire Mind S.r.l. from Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD). Trichur Sundaram Santhanam & Family Private Limited agreed to acquire Mind S.r.l. from Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) on December 6, 2022. The Board of Directors of Sundaram Finance Holdings and Audit Committee has approved this transaction. The transaction is likely to be completed by January/February 2023. Reported Earnings • Nov 04
Second quarter 2023 earnings released: EPS: ₹1.60 (vs ₹0.93 in 2Q 2022) Second quarter 2023 results: EPS: ₹1.60 (up from ₹0.93 in 2Q 2022). Revenue: ₹174.2m (up 21% from 2Q 2022). Net income: ₹332.5m (up 72% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • Oct 30
Sundaram Finance Holdings Limited to Report Q2, 2023 Results on Nov 03, 2022 Sundaram Finance Holdings Limited announced that they will report Q2, 2023 results on Nov 03, 2022 Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment improved over the past week After last week's 16% share price gain to ₹98.10, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 21x in the Auto Components industry in India. Total returns to shareholders of 70% over the past three years. Announcement • Jul 30
Sundaram Finance Holdings Limited to Report Q1, 2023 Results on Aug 03, 2022 Sundaram Finance Holdings Limited announced that they will report Q1, 2023 results on Aug 03, 2022 Reported Earnings • Jul 09
Full year 2022 earnings released: EPS: ₹7.84 (vs ₹4.89 in FY 2021) Full year 2022 results: EPS: ₹7.84 (up from ₹4.89 in FY 2021). Revenue: ₹839.0m (up 39% from FY 2021). Net income: ₹1.63b (up 121% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 4% per year. Announcement • Jun 22
Sundaram Finance Holdings Limited, Annual General Meeting, Jul 14, 2022 Sundaram Finance Holdings Limited, Annual General Meeting, Jul 14, 2022, at 10:00 Indian Standard Time. Agenda: To approve "FURTHER RESOLVED that the Board of Directors of the Company be and is hereby authorized to do all acts and take all such steps as may be necessary, proper or expedient for the purpose of giving effect to this Resolution and for matters connected therewith or incidental thereto."; and other matters. Reported Earnings • May 27
Full year 2022 earnings released: EPS: ₹7.72 (vs ₹4.89 in FY 2021) Full year 2022 results: EPS: ₹7.72 (up from ₹4.89 in FY 2021). Revenue: ₹839.0m (up 39% from FY 2021). Net income: ₹1.61b (up 118% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 10% per year. Announcement • May 18
Sundaram Finance Holdings Limited to Report Fiscal Year 2022 Final Results on May 24, 2022 Sundaram Finance Holdings Limited announced that they will report fiscal year 2022 final results on May 24, 2022 Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Non-Executive Director Srivats Ram was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Feb 07
Upcoming dividend of ₹1.00 per share Eligible shareholders must have bought the stock before 14 February 2022. Payment date: 25 February 2022. Payout ratio is a comfortable 8.0% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.6%). Reported Earnings • Feb 04
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹1.61 (down from ₹1.83 in 3Q 2021). Net income: ₹338.9m (up 23% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Announcement • Jan 30
Sundaram Finance Holdings Limited to Report Q3, 2022 Results on Feb 03, 2022 Sundaram Finance Holdings Limited announced that they will report Q3, 2022 results on Feb 03, 2022 Announcement • Nov 24
Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) agreed to acquire Bih Braking Company Private Limited for INR 0.6 million. Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) agreed to acquire Bih Braking Company Private Limited from Brakes India Private Limited for INR 0.6 million on November 22, 2021. As per the transaction Sundaram Finance Holdings Limited will acquire of 60,000 equity shares of Bih Braking Company Private Limited for INR 10 each. As on March 31, 2021, Bih Braking Company Private Limited generated revenue of INR 1.1 million, loss after tax of INR 0.01 million and net worth of INR 4.2 million. The transaction approved by board of directors of Sundaram Finance Holdings Limited and is expected to be completed by end of December 2021. Reported Earnings • Nov 07
Second quarter 2022 earnings released: EPS ₹0.93 (vs ₹1.28 in 2Q 2021) Second quarter 2022 results: Net income: ₹192.9m (flat on 2Q 2021). Board Change • Sep 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Non-Executive Director Srivats Ram was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Aug 09
First quarter 2022 earnings released: EPS ₹1.52 (vs ₹0.65 loss in 1Q 2021) First quarter 2022 results: Net income: ₹315.8m (up ₹414.6m from 1Q 2021). Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improved over the past week After last week's 15% share price gain to ₹88.45, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 31x in the Auto Components industry in India. Total loss to shareholders of 14% over the past three years. Reported Earnings • Jun 24
Full year 2021 earnings released: EPS ₹4.89 (vs ₹5.17 in FY 2020) Full year 2021 results: Net income: ₹738.8m (down 5.4% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Announcement • Jun 24
T V Sundram Iyengar & Sons Private Limited, Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD), India Motor Parts & Accessories Limited (BSE:590065) and Flometallic India Private Limited completed the acquisition of Brakes India Private Limited from Lucas Industries Limited. T V Sundram Iyengar & Sons Private Limited, Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD), India Motor Parts & Accessories Limited (BSE:590065) and Flometallic India Private Limited acquired Brakes India Private Limited from Lucas Industries Limited for INR 3.5 billion on June 23, 2021.
T V Sundram Iyengar & Sons Private Limited, Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD), India Motor Parts & Accessories Limited (BSE:590065) and Flometallic India Private Limited completed the acquisition of Brakes India Private Limited from Lucas Industries Limited on June 23, 2021. Reported Earnings • May 27
Full year 2021 earnings released: EPS ₹4.89 (vs ₹5.17 in FY 2020) Full year 2021 results: Net income: ₹738.8m (down 5.4% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 06
Third quarter 2021 earnings released: EPS ₹1.83 (vs ₹1.20 in 3Q 2020) Third quarter 2021 results: Revenue: ₹140.9m (down 31% from 3Q 2020). Net income: ₹276.5m (up 53% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 28% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 25
New 90-day high: ₹86.45 The company is up 54% from its price of ₹56.00 on 27 November 2020. The Indian market is up 17% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 25% over the same period. Reported Earnings • Feb 02
Third quarter 2021 earnings released: EPS ₹1.83 (vs ₹1.20 in 3Q 2020) Third quarter 2021 results: Revenue: ₹142.8m (down 24% from 3Q 2020). Net income: ₹276.5m (up 53% from 3Q 2020). Announcement • Feb 02
An unknown buyer agreed to acquire 14.98% stake in T\/S Investments Private Limited from Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) for INR 330 million. An unknown buyer agreed to acquire 14.98% stake in T\/S Investments Private Limited from Sundaram Finance Holdings Limited (NSEI:SUNDARMHLD) for INR 330 million on February 1, 2021. Under the terms Sundaram Finance Holdings Limited will sell 2.2 million shares in T\/S Investments Private Limited. The transaction has been approved by the board of directors of Sundaram Finance Holdings Limited. Announcement • Jan 23
Sundaram Finance Holdings Limited to Report Q3, 2021 Results on Feb 01, 2021 Sundaram Finance Holdings Limited announced that they will report Q3, 2021 results on Feb 01, 2021 Valuation Update With 7 Day Price Move • Dec 15
Investor sentiment improved over the past week After last week's 20% share price gain to ₹67.40, the stock is trading at a trailing P/E ratio of 18.4x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 35x in the Auto Components industry in India. Total returns to shareholders over the past year are 7.7%. Is New 90 Day High Low • Dec 15
New 90-day high: ₹67.40 The company is up 12% from its price of ₹59.95 on 15 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 20% over the same period. 
