Subros Limited — PPTs, 10-11-2025: Investor Presentation

Subros Ltd. reported strong financial results for the quarter and half-year ended September 30, 2025, driven by volume growth and new projects.

1. **Business Performance:** Q2 revenue rose 6.22% YoY to ₹879.83 Cr, pushing half-year revenue to ₹1,758.08 Cr (+7.32% YoY). Profit After Tax (PAT) for Q2 was ₹40.59 Cr (+11.36% YoY), with half-year PAT at ₹81.25 Cr (+13.86% YoY). Growth stemmed from increased sales volumes and new business awards.

2. **Growth Drivers or Strategy:** The company plans to expand in the Commercial Vehicle (CV) segment and actively pursue Green Mobility opportunities (EV, SHEV, CNG). Strategic focus includes technology upgrades, cost optimization, and capacity expansion.

3. **Recent Developments:** Subros secured new business in both Passenger Vehicle (PV) and CV segments. Production for new ICE and Hybrid vehicles began in Q2, alongside ongoing development for future models and previously awarded EV projects.

4. **Key Financial Metrics:**

* Q2 Revenue: ₹879.83 Cr

* Q2 PAT: ₹40.59 Cr (EPS: ₹6.22)

* HY Revenue: ₹1,758.08 Cr

* HY PAT: ₹81.25 Cr (EPS: ₹12.45)

5. **Management Outlook:** Future plans prioritize aligning growth with industry trends, enhancing operational efficiency, and meeting sustainability targets.