Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Sreemant Dudhoria is a CFA Charterholder with 15 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies with bottom-up specific triggers. Previously, he has worked with Unifi Capital and Infosys Technologies Limited.

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

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 Positioned for Long-Term Growth: Backed by strong industry tailwinds in EVs, clean energy, and exports, <a href="https://www.smartkarma.com/entities/sundram-fasteners-ltd" target="_blank" data-smartkarma-citation="entities:9435:1" rel="noopener">Sundram Fasteners (SF IN)</a> is strategically expanding beyond its core auto portfolio into high-potential sectors.</li>
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 Near-Term Risk-Reward Balanced: With the stock trading at 33x P/E on FY26E earnings, valuations appear stretched, and near-term headwinds from tariff uncertainties may limit upside.</li>
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 Proven Management &amp; Governance: Backed by the reputable TVS Group, the company’s disciplined execution and transparent governance inspire long-term investor confidence.</li>
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 Positioned for Long-Term Growth: Backed by strong industry tailwinds in EVs, clean energy, and exports, Sundram Fasteners (SF IN) is strategically expanding beyond its core auto portfolio into high-potential sectors.

 Near-Term Risk-Reward Balanced: With the stock trading at 33x P/E on FY26E earnings, valuations appear stretched, and near-term headwinds from tariff uncertainties may limit upside.

 Proven Management &amp; Governance: Backed by the reputable TVS Group, the company’s disciplined execution and transparent governance inspire long-term investor confidence.


Sundram Fasteners(SFL IN)–Long Term Drivers in Place, but Near-Term Valuation and Export Risks Weigh