Subros Limited has informed the Exchange about Investor Presentation
SUBROS · price
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Subros Limited, India's largest automotive air conditioning and thermal products company, reported its highest-ever quarterly revenue of Rs. 1,049.76 crore in Q4 FY26, up 15.55% YoY. Full year FY26 revenue stood at Rs. 3,755.52 crore, growing 11.52% YoY. PAT grew 7.56% to Rs. 165.78 crore while PBT rose 12.24% to Rs. 228.37 crore. However, EBITDA margin contracted 52 basis points YoY to 9.70% due to higher raw material costs from adverse commodity and currency movements, partially offset by cost optimization initiatives and Rs. 15.48 crore accrued incentive income. The company is expanding capacity at Karsanpura for electric compressor and FDC compressor with SOP targeted in 2027-28, and is developing EV-related thermal products including electric compressors and HVAC systems.
Strong revenue growth driven by new project launches (Fronx SOP) and volume increases is positive, but the margin contraction signals cost pressures that investors should monitor. The EV business development and new order wins indicate pipeline visibility for future growth.