Subros Ltd

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

Subros Board Meeting Date

Subros Limited schedules a 3 November 2026 board meeting to consider standalone and consolidated unaudited half-year results to September 2026. The trading window is closed from 1 October to 5 November 2026.

Subros Other Announcement

Subros Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI reporting requirements.

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.

Subros Annual General Meeting

Subros Limited has issued a notice for its 41st Annual General Meeting scheduled for September 18, 2026. Key agenda items include dividend declaration and related party transactions.

Subros Other Announcement

Subros Limited has provided the web-links for its Annual Report for FY 2025-26 and the Notice of the 41st Annual General Meeting.

Subros Business Update

Subros Limited submitted its Business Responsibility and Sustainability Report for the financial year 2025-26, fulfilling mandatory regulatory disclosure requirements under SEBI Listing Regulations.

Subros Annual Report

Subros Limited has filed its Annual Report for the financial year 2025-26. The 41st Annual General Meeting is scheduled for 18th September, 2026.

Subros Business Update

Subros Limited has signed a technical assistance agreement with DENSO Corporation and Toyota Industries Corporation. This partnership focuses on manufacturing electric compressors for EVs and hybrids in India.

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.

Subros Management Change

Subros Limited announced the resignation of Nominee Director Mr. Tomoaki Yoshimori and the appointment of Mr. Akihiro Deguchi as his successor, effective August 7, 2026.

Subros Q1 FY27 Results: Net Profit ₹41.5 Cr, Up 1.7% YoY

Subros Ltd reported revenue from operations of ₹1,032 Cr (+17.5% YoY) and net profit of ₹41.5 Cr (+1.7% YoY) for Q1 FY27.

Key figure

Net profit ₹41.5 Cr · +1.7% YoY

Subros Board Meeting Date

Subros Limited has scheduled a board meeting for August 7, 2026, to consider its unaudited standalone and consolidated financial results for the quarter ending June 2026.

Subros Dividend

Subros Limited recommended a final dividend of ₹3 per share for FY 2025-26. Shareholders as of September 11, 2026, will receive payments by mid-October.

Subros Earnings Call: Key Takeaways

Subros reported highest-ever Q4 revenue of ₹1049.76 Cr, driven by market demand and SOP of new business awards.

Subros Q4 FY26 Results: Net Profit ₹49.3 Cr, Up 6.7% YoY

Subros Ltd reported revenue from operations of ₹1,050 Cr (+15.6% YoY) and net profit of ₹49.3 Cr (+6.7% YoY) for Q4 FY26.

Key figure

Net profit ₹49.3 Cr · +6.7% YoY

Subros Financial Results

Subros reported a standalone net profit of ₹165.78 Crore for FY26. The Board also recommended a 150% dividend of ₹3 per equity share.

Value

₹165.8 Cr

Subros Board Meeting Date

Subros Limited has scheduled a Board Meeting on May 18, 2026, to consider and approve the audited standalone and consolidated financial results for the year ended March 31, 2026. The board will also consider a recommendation for a final dividend.

Subros Debt & Borrowing: ₹59.34 Cr

Subros Ltd has identified itself as a 'Large Corporate' under SEBI norms as of March 31, 2026. The company reported outstanding borrowings of ₹59.34 Crore and maintains an AA+ credit rating from ICRA Limited. This disclosure confirms compliance with mandated debt-market borrowing frameworks.

Value

₹59.34 Cr

Subros Q3 FY26 Results: Net Profit ₹34.8 Cr, Up 5.8% YoY

Subros Ltd reported net profit of ₹34.8 Cr (+5.8% YoY) for Q3 FY26.

Key figure

Net profit ₹34.8 Cr · +5.8% YoY

Subros Other Announcement

Subros Limited submitted its compliance certificate under SEBI Regulation 74(5) for the quarter ended March 31, 2026. The certificate confirms that securities received for dematerialisation were listed on exchanges and the original certificates were mutilated and cancelled. This is a routine regulatory disclosure with no direct financial impact.