Subros Q1 FY27 results, director change, EV compressor pact

Ebitda Margin CompressionExceptional ItemResults View source PDF Explain this filing

SUBROS · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-4.3%Reaction day

₹814.10

prior close

₹805.05

announcement price

After-mkt

timing

Nifty Microcap 250market-0.1%-4.3% vs market

Other Industrial Products peers, median of 24sector-0.0%-4.3% vs sector

On the reaction day the stock moved 4.3 pts less than Nifty Microcap 250 and 4.3 pts less than its Other Industrial Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.0

10m

-0.8

15m

-0.9

30m

-1.6

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-4.3-0.1-4.3-0.0-4.3

Next day

-6.0-0.2-5.8-2.0-4.1

-6.0+0.1-6.2-2.5-3.6

-6.8+0.3-7.1-2.8-4.0

-6.7+0.4-7.1-3.1-3.6

-6.0+0.5-6.5-1.7-4.3

-9.3+0.3-9.6-2.8-6.6

15d

-11.5+1.9-13.4-2.2-9.3

-12.3+2.2-14.5-1.1-11.2

-17.8-1.2-16.6-4.3-13.4

—————

UpDownMarket · Nifty Microcap 250Sector · Other Industrial Products peers, median of 24Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Subros Q1 FY27 standalone revenue rose 17.5% YoY to Rs 1,03,211 lakhs. PAT grew to Rs 4,138 lakhs from Rs 4,066 lakhs; EPS at Rs 6.34. EBITDA margin fell to about 8.4% from about 10% YoY. Board approved Technical Assistance Agreement with DENSO and Toyota Industries to manufacture electric compressors for EVs at Karsanpura, Gujarat. Mr. Tomoaki Yoshimori replaced by Mr. Akihiro Deguchi as DENSO nominee director.

Likely market impact

Revenue growth is healthy but margin pressure is a watch point. EV compressor pact supports long-term electric mobility growth.