Subros Limited — PPTs, 07-08-2026: Investor Presentation

Subros shows solid Q1 FY26-27 performance with revenue hitting Rs. 1032.11 Cr, a strong 17.52% jump year-over-year, largely fueled by market demand and 19% growth in PV Thermal business. Net Profit (PAT) grew modestly by 1.76% to Rs. 41.38 Cr, with EPS at Rs. 6.34. However, EBITDA saw a slight 0.82% dip, impacted by higher material costs and wage adjustments.

Looking ahead, Subros is expanding into the Commercial Vehicle segment and actively pursuing Green Mobility opportunities in EV, SHEV, and CNG. They've secured new business for HVAC, compressors, and railway projects, along with ongoing product development for EV/Hybrid vehicles. Capacity expansions are progressing at Kharkhoda and Karsanpura plants for new lines like electric compressors. Management's focus remains on cost optimization and growth aligned with industry trends.