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.