Sundaram Finance Holding – Like a mutual fund of top notch TVS group auto ancilliary companies

Stock Opportunities Untested - but worth a good look
22

Excellent results continue. Profits up 14% YoY for Q and 15% YoY for whole year. Yearly profits at 412 cr. So stock still at around 20PE in this over valued market.

https://nsearchives.nseindia.com/corporate/SUNDARMHLD_22052025192625_SFHLPRESSRELEASE.pdf

I think market took sometime to digest results and was up 8% on Friday.

This table of valuation and growth shows how SFHL is still one of the cheapest despite being one of the very high quality auto ancillary, even after recent run up. Looks like many are not even aware as most portal show it as finance company.

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This crosses 500. This is fair valuation I had expected. Still not in bubble zone at 27 PE.

In comparison Sansera trades at 36, Endurance at 44, Minda at 48.

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How to edit thread header. Company name has changed to TFS Investments.

Noticed that some whatsapp group is trying to promote this :) That suggests it has more legs and may head towards 4 digits in 2 years

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Brakes India expanding product line. Moving into clutches

Global ambitions

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Moving up the value chain consistently

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