Subros Q1 FY27 investor presentation: revenue up QoQ, margins under pressure
SUBROS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Subros shared its Q1 FY26-27 investor presentation. Revenue rose 17.52 percent QoQ to Rs 1032.11 crore but fell 1.68 percent YoY. EBITDA dipped 0.82 percent QoQ and 13.07 percent YoY to Rs 86.99 crore, with margins shrinking to 8.47 percent from 10.02 percent YoY due to higher material costs, adverse commodity and currency moves, product mix, and wage revisions. PAT stood at Rs 41.38 crore. Management flagged new business wins in HVAC, compressors, heat exchangers, and railways, plus capacity expansion at Karsanpura for EV compressors targeting FY28.
Margins under pressure from commodity costs despite revenue growth. Capacity expansion and EV focus signal long-term growth potential.