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Investor Presentation

Subros Investor Presentation: Key Takeaways

Subros Q1 FY27 revenue grew 17.52% YoY to Rs. 1032.11 Cr, driven by strong market demand. EBITDA margins compressed to 8.47% due to adverse commodity/currency movements and wage revisions.

Highlights
Revenue growth17.52% YoY growth reported.
MarginsMargins contracted YoY from 10.02% to 8.47%.
Order bookNew business awards in HVAC, Compressor, HX, and Railways.
Demand visibilityGrowth attributed to strong market demand.

Growth

Revenue rose 17.52% YoY; PAT grew 1.76% YoY to Rs. 41.38 Cr. EBITDA fell 0.82% YoY.

Outlook

Greenfield Kharkhoda and Karsanpura plant expansions underway for electric compressors. Target SOP for electric compressors is 2027-28.

Risks

Adverse commodity price fluctuations, currency movements, and annual salary/minimum wage revisions impacting margins.

Source

Investor Presentation filed with BSE, NSE: SUBROS. Summary written with AI assistance from the document.

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Subros Ltd: key numbers

Share price
₹720.90
Market cap
₹4,703 Cr
Revenue (annual)
₹3,756 Cr
Net profit (annual)
₹165.7 Cr
P/E (TTM)
28.3×Sector 33.6×
Promoter holding
36.79%+0.00% QoQ
FII holding
32.68%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Subros Annual General Meeting

Subros Limited held its 41st Annual General Meeting on September 18, 2026. The meeting covered adoption of financial statements, dividend declaration, and various director appointments.