Revenue & Profitability MomentumSustained top-line growth with improving gross and operating margins indicates durable product demand and tighter cost control. Higher EBIT and EBITDA margins reflect operational leverage in manufacturing and engineering know-how, supporting predictable earnings power over the medium term.

Strong Balance Sheet / Low LeverageVery low leverage and a strong equity base provide financial flexibility to fund capex, absorb cyclicality, and negotiate long-term OEM contracts. A conservative capital structure reduces refinancing risk and supports strategic investments or volatility in vehicle production over the coming months.

Solid Cash GenerationOperating cash conversion above 1.0 and strong free cash flow growth demonstrate the business converts earnings into cash, enabling reinvestment in tooling, localization and working capital. This cash resilience supports sustained supplier relationships and OEM program commitments.

Bears Say

OEM Concentration RiskHeavy dependence on OEM production and platform wins makes revenues sensitive to customers' model cycles, order timing and program awards. Losing a platform or OEM volume downgrade can materially reduce sales visibility and cash flow over the medium term.

Moderate Free Cash Flow ConversionOnly ~38% of reported net income converts to free cash flow, limiting internal funding for large capex or shareholder returns. While FCF growth is improving, constrained conversion reduces margin for error against cost inflation or investment needs over the next several quarters.

Relatively Thin Net MarginA modest net margin leaves limited buffer against commodity cost swings, pricing pressure from OEMs, or lower volumes. Even with strong operating metrics, net margin compression could materially affect earnings and cash generation during industry downturns or contract price resets.

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 ₹45.17B.

When is Subros Limited’s upcoming earnings report date?

Subros Limited’s upcoming earnings report date is May 21, 2026 which is in 71 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.