Subros Q3 results, Rs 265 cr capex for new compressor capacity in Gujarat

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

-6.7%Reaction day

₹814.90

prior close

₹770.90

announcement price

After-mkt

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Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-1.3%-5.5% vs market

Other Industrial Products peers, median of 24sector-0.1%-6.7% vs sector

On the reaction day the stock moved 5.5 pts less than Nifty Microcap 250 and 6.7 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

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Sessions after the filingfrom the prior close

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Reaction day

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Next day

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-0.3+3.8-4.0+1.4-1.7

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

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AI summary

Subros Q3 FY26 standalone revenue rose 15% YoY to Rs 948 cr; PAT up 6% at Rs 35 cr. Board approved Rs 265 cr capex at Karsanpura, Gujarat - Rs 175 cr for new 4 lakh per year electric compressor line (75 percent debt funded) and Rs 90 cr to expand ICE compressor capacity by 5 lakh per year, from internal accruals. An Rs 8 cr one-time charge from new Labour Codes hit Q3 profit.

Likely market impact

Capex signals confidence in EV cooling demand and ICE growth. About Rs 131 cr debt may pressure leverage short-term, but backed by new order wins.