ALFA Finder| Revenue growth | 17.52% YoY growth reported. |
|---|---|
| Margins | Margins contracted YoY from 10.02% to 8.47%. |
| Order book | New business awards in HVAC, Compressor, HX, and Railways. |
| Demand visibility | Growth 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.
Investor Presentation filed with BSE, NSE: SUBROS. Summary written with AI assistance from the document.
Subros Ltd: key numbers
- Share price
- ₹622.75
- Market cap
- ₹4,063 Cr
- Revenue (annual)
- ₹3,756 Cr
- Net profit (annual)
- ₹165.7 Cr
- P/E (TTM)
- 23.9×Sector 32.5×
- Promoter holding
- 36.79%+0.00% QoQ
- FII holding
- 32.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Subros Ltd
All →Subros Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs1,198.9 Cr (+36.3% YoY), EBITDA Rs91.5 Cr (7.66% margin), PAT Rs44.6 Cr (+9.9%). H1 revenue +26.9% YoY, PAT +5.9%.
Subros Credit Rating
ICRA assigned or reaffirmed Subros's bank facility ratings, with total rated facilities rising from Rs.305 Crore to Rs.370 Crore. The long-term term loan rating is [ICRA]AA (Stable), raised to Rs.140 Crore from Rs.40 Crore.
Subros Q2 FY27 Results: Net Profit ₹44.6 Cr, Up 9.6% YoY
Subros Ltd reported revenue from operations of ₹1,199 Cr (+36.3% YoY) and net profit of ₹44.6 Cr (+9.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹44.6 Cr · +9.6% YoY
Subros Production Started
Subros commenced commercial production at its new greenfield HVAC and Hose & Tubes plant. The 4.5 lakh units/annum capacity required ₹150 Crore investment.
- Value
- ₹150.0 Cr
- HVAC and Hose & Tubes / air-conditioning system production capacity
- 450000 units per annum
Subros Production Started
Subros started commercial production at its new Kharkhoda greenfield plant on 28 October 2026. The plant adds 4.5 lakh units per annum of HVAC and hose capacity.
- HVAC and hose & tubes manufacturing capacity
- 4.5 lakh units per annum
Subros Bags ₹1,225 Cr Order from Maruti Suzuki India Limited
Subros received a new business award from Maruti Suzuki India for supply of HVAC assemblies, valued at approximately Rs.1,225 Crore over about seven years. The award strengthens its western region presence and its relationship with MSIL.
- Value
- ₹1,225 Cr
- From
- Maruti Suzuki India Limited (MSIL)
- Execution
- Approximately seven years, commencing from respective start of production as per customer milestone