Suprajit Engineering Sees Minimal Impact from US Tariffs, Stock Gains

expects only a limited effect from the additional 25% US tariff, estimating a hit of about $0.5 million (~₹44 crore), which is just 5.7% of its Q1FY26 revenue of ₹773 crore. With margins at 12.8% and profit at ₹48 crore in the June quarter, the company highlighted that most of its exports remain unaffected, with ~70% of business covered under USMCA and most of the remaining duties likely to be passed on to customers. Management reaffirmed its double-digit growth guidance for FY26, citing seasonal demand recovery and stronger second-half prospects, while its controls division continues to deliver margin gains, improving from 8% to 12% year-on-year. The reassurance of a minimal tariff burden boosted investor sentiment, lifting the stock in today’s session. Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned.