Subros Ltd

Revenue from operations rose 15.43% year-on-year (YoY) to Rs 947.68 crore in the quarter ended 31 December 2025. Profit before tax stood at Rs 2.40 crore in the third quarter of FY26, down 2.40% YoY. During the quarter, EBITDA jumped 8.12% YoY to Rs 87.19 crore while EBITDA margin stood at 9.23%. The company approved a capacity addition at its Karsanpura manufacturing facility in Gujarat, including the proposed installation of a new local electric compressor line and the expansion of local ICE compressor capacity at the plant in Karsanpura, Ahmedabad district. Subros was incorporated in 1985 as a joint venture public limited company with Suri family of India (36.79% ownership), Denso Corporation, Japan (20% ownership) & Suzuki Motor Corporation, Japan (11.96% ownership). It is engaged in the business of manufacturing and supplying Auto Air Conditioning products for all major Automakers in Passenger and Commercial Vehicle Space. It has a technical collaboration with Denso Corporation. Shares of Subros shed 0.57% to settle at Rs 809.45 on Friday, 30 January 2026. Powered by Capital Market - Live

Net profit of Subros rose 5.56% to Rs 34.75 crore in the quarter ended December 2025 as against Rs 32.92 crore during the previous quarter ended December 2024. Sales rose 15.43% to Rs 947.68 crore in the quarter ended December 2025 as against Rs 820.98 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales947.68820.98 15 OPM %8.599.24 - PBDT84.2677.51 9 PBT52.6645.88 15 NP34.7532.92 6 Powered by Capital Market - Live

Subros has received a new business award for supply of local electric compressor(s) to Maruti Suzuki India for its forthcoming EV and hybrid vehicle programs. The value of the business award is approx. Rs 1280 crore spread over the life cycle of various models for about 7 years. Subros shall execute localization of the electric compressors with technical assistance of Denso Corporation, Japan and Toyota Industries Corporation, Japan. Powered by Capital Market - Live

Subros will hold a meeting of the Board of Directors of the Company on 30 January 2026.Powered by Capital Market - Live

Subros has secured a new order from Indian Railways for Comprehensive Annual Maintenance Contract of Cab HVAC Units amounting to Rs. 52.18 crore (approx) in a recently concluded tender (to be completed in three years). The Company is already a trusted supplier of Rail Driver Cabin & Coach Air-Conditioning System(s) to Indian Railways. With this business, the Company has now expanded itself into service contracts in addition to supply of air-conditioning system to Indian Railways. Now, the Company's cumulative order booking in this financial year for Railways segment is Rs. 86.35 crore (approx) (for supplies and maintenance).Powered by Capital Market - Live

Revenue from operations rose 6.21% year-on-year (YoY) to Rs 879.83 crore in the quarter ended 30 September 2025. Profit before tax stood at Rs 54.64 crore in the second quarter of FY26, up 12.33% YoY. During the quarter, EBITDA jumped 6.23% YoY to Rs 87.98 crore while EBITDA margin stood at 10.04%. On a half year basis, the company's net profit rallied 14.22% to Rs 81.57 crore on 7.32% jump in revenue from operations to Rs 1,758.08 H1 FY26 over H1 FY25. Subros was established in 1985 as a joint venture between Denso Corporation and Suzuki Motor Corporation. It is recognized as a leading thermal solutions company in India, delivering cutting-edge solutions across all types of mobility. With decades of industry expertise, Subros specializes in the design and manufacture of a diverse range of thermal products, including reciprocating compressors, condensers, engine cooling modules, heat exchangers, and key components for complete air conditioning systems. Powered by Capital Market - Live

Net profit of Subros rose 11.86% to Rs 40.74 crore in the quarter ended September 2025 as against Rs 36.42 crore during the previous quarter ended September 2024. Sales rose 6.22% to Rs 879.83 crore in the quarter ended September 2025 as against Rs 828.31 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales879.83828.31 6 OPM %7.789.23 - PBDT86.0380.35 7 PBT54.6448.64 12 NP40.7436.42 12 Powered by Capital Market - Live

Subros will hold a meeting of the Board of Directors of the Company on 10 November 2025.Powered by Capital Market - Live

Subros has bagged a new order from Indian Railways for supply of cabin air-conditioning equipment in diesel electric locomotive amounting to Rs 27 crore in a recently concluded tender. The company is already a supplier of rail driver cabin and coach air conditioning system(s) to Indian Railways in line with its strategic direction to expand company's business in railway electric mobility segment. Powered by Capital Market - Live

Revenue from operations fell 3.32% quarter-on-quarter (QoQ) to Rs 878.25 crore in the quarter ended 30 June 2025. On a year-on-year (YoY) basis, the company reported a 16.69% increase in net profit and an 8.45% rise in revenue. Profit before tax stood at Rs 54.61 crore in the first quarter of FY26, down 11.67% QoQ but up 15.60% YoY. Subros was established in 1985 as a joint venture between Denso Corporation and Suzuki Motor Corporation. It is recognized as a leading thermal solutions company in India, delivering cutting-edge solutions across all types of mobility. With decades of industry expertise, Subros specializes in the design and manufacture of a diverse range of thermal products, including reciprocating compressors, condensers, engine cooling modules, heat exchangers, and key components for complete air conditioning systems. Powered by Capital Market - Live