Revenue And Margin ExpansionSustained double-digit top-line growth with improving gross and operating margins indicates durable operational leverage and effective cost management. Higher margins and revenue growth support reinvestment in technology and capacity, and provide a buffer through automotive cycles over the next 2–6 months.

Low Leverage And Solid Capital StructureExtremely low financial leverage and a strong equity base give the company flexibility to fund working capital, capex for platform wins, or absorb demand shocks without materially increasing financing risk. This prudent capital structure supports durable credit resilience and strategic investments.

Strong Operating Cash GenerationOperating cash conversion exceeding net income and notable free cash flow growth indicate improving cash efficiency. Robust cash generation sustains capex and working-capital needs tied to OEM contracts, reduces reliance on external funding, and strengthens long-term financial flexibility.

Bears Say

Limited Free Cash Flow ConversionDespite cash generation, only ~38% of net income converts to free cash flow, implying higher working capital or capex needs. This constrains discretionary uses of cash (dividends, buybacks, accelerated deleveraging) and could moderate the pace of strategic investments over the medium term.

High Dependence On OEM VolumesRevenue concentration in OEM supply ties growth to vehicle production cycles and specific platform wins. That dependence increases exposure to demand swings, model discontinuations, and customer mix shifts, making revenue and margin outcomes sensitive to external OEM decisions over coming quarters.

Raw-material And Commodity Cost ExposureMargins are exposed to volatile commodity and input prices and rely on contract pass-through or cost management. If contractual pass-through is limited, input inflation can compress margins; limited transparency on contract terms raises execution risk for sustaining profitability under cost pressure.

Subros Limited News

Subros Board Clears Gujarat Capacity Expansion and DENSO Nominee Director Changes

Subros Limited ( ($IN:SUBROS) ) has issued an announcement. Subros Limited’s board has approved unaudited standalone and consolidated...

1M ago

Subros Releases Investor Presentation on Q3 and Nine-Month FY 2025-26 Results

Subros Limited ( ($IN:SUBROS) ) has provided an update. Subros Limited has submitted an investor presentation to the...

1M ago

Subros Responds to Exchange After Surge in Trading Volumes

Subros Limited ( ($IN:SUBROS) ) has issued an announcement. A sharp rise in trading volumes of Subros Limited...

2M ago

Subros Limited Secures Major Maintenance Contract with Indian Railways

Subros Limited ( ($IN:SUBROS) ) has shared an announcement. Subros Limited has secured a significant order from Indian...

3M ago

SUBROS FAQ

What was Subros Limited’s price range in the past 12 months?

Subros Limited lowest stock price was ₹501.55 and its highest was ₹1212.40 in the past 12 months.

What is Subros Limited’s market cap?

Subros Limited’s market cap is ₹47.22B.

When is Subros Limited’s upcoming earnings report date?

Subros Limited’s upcoming earnings report date is May 21, 2026 which is in 76 days.

How were Subros Limited’s earnings last quarter?

Subros Limited released its earnings results on Jan 30, 2026. The company reported ₹6.6 earnings per share for the quarter, missing the consensus estimate of ₹6.9 by -₹0.3.

Is Subros Limited overvalued?

According to Wall Street analysts Subros Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Subros Limited pay dividends?

Subros Limited pays a Annually dividend of ₹2.6 which represents an annual dividend yield of 0.3%. See more information on Subros Limited dividends here

What is Subros Limited’s EPS estimate?

Subros Limited’s EPS estimate is 5.5.

How many shares outstanding does Subros Limited have?

Subros Limited has 65,235,750 shares outstanding.

What happened to Subros Limited’s price movement after its last earnings report?

Subros Limited reported an EPS of ₹6.6 in its last earnings report, missing expectations of ₹6.9. Following the earnings report the stock price went down -0.565%.

Which hedge fund is a major shareholder of Subros Limited?

Currently, no hedge funds are holding shares in IN:SUBROS

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

Subros Limited

Subros Limited engages in the manufacture and sale of thermal products for automotive applications in India. The company offers compressors; automotive condensers; heating, ventilating, and air conditioning (AC) systems, such as heaters, evaporators, and blower units; tubes and hoses; bus ACs; driver cabin ACs for railway engines; commercial and residential ACs; transport refrigeration systems; truck cabin AC systems; and off-roader AC systems. It also exports its products. The company was incorporated in 1985 and is headquartered in New Delhi, India.