Investor Presentation for the quarter and year ended 31st March, 2026
SUBROS · price
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Subros Ltd reported its highest ever Q4 revenue of Rs. 1,049.76 Cr, up 15.55% YoY, driven by new project launches including SOP of Fronx from Karsanpura plant. Full year FY26 revenue stood at Rs. 3,755.52 Cr, an 11.52% increase over FY25. However, EBITDA margin compressed to 9.70% in FY26 from 10.22% in FY25 due to higher material costs from adverse commodity and currency movements. PAT grew 7.56% YoY to Rs. 165.78 Cr. The company secured new business awards for electric compressors, HVAC systems, and railway segments. Capacity expansion is underway at Kharkhoda (greenfield) and Karsanpura plants targeting EV and hybrid product lines with SOP planned for 2027-28.
Strong revenue momentum with new EV and CV segment wins is positive for long-term growth, but margin compression due to input costs may weigh on near-term profitability and keep stock valuations in check despite healthy topline growth.