Subros Ltd
Subros Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
The short version
The market outlook is moderate for this year but shows substantial opportunities over the next 3 to 4 years. Subros registered an 8.45% revenue growth in Q1 FY '26, with EBITDA growing 9% and PAT up 16.48% YoY.
From Subros Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The market outlook is moderate for this year but shows substantial opportunities over the next 3 to 4 years.
- Existing product expansion and new feature additions aligned to OEM platform transitions are expected to drive growth.
- Increasing content per vehicle by adding more products is planned for revenue enhancement.
- Engagements with key OEMs like Mahindra, Tata Motors, Hyundai, and Kia for new model transitions and EV portfolio expansions are underway.
- New plant at Kharkhoda with initial 0.5 million capacity (scalable to 1 million) will be operational by Q1 FY '27 to support volume growth.
- Incremental revenue expected from commercial vehicle segment due to mandatory in-cabin AC regulations from June 2025.
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Profitability & Margins
Read what Subros Ltd said on margins in the Q1 FY26 call
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Capital Expenditure Plans
- New plant at Kharkhoda being set up with an initial capacity of 0.5 million, expandable to 1 million based on customer demand; operational between April to June quarter 2026; partial capex of INR 150 crores to be deployed this year and partly in next year's Q1.
- Regular annual capex for new product development and maintenance in the range of INR 120-130 crores.
- No current plans for further joint ventures or acquisitions, but updates will be provided if any progress occurs.
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Order Book & Pipeline
See what Subros Ltd said on order book & pipeline — free account, 30 seconds.
Subros Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.1K Cr, net profit ₹49 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Subros Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q2 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q4 FY23 earnings call →
- Q3 FY23 earnings call →
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Frequently Asked Questions
What were Subros Ltd Q1 FY26 results?
The market outlook is moderate for this year but shows substantial opportunities over the next 3 to 4 years. Subros registered an 8.45% revenue growth in Q1 FY '26, with EBITDA growing 9% and PAT up 16.48% YoY.
What is Subros Ltd share price analysis?
Subros Ltd currently shows a neutral. The stock trades at a P/E of 31.6 with a market cap of ₹5,411 Cr. Investors should review the full earnings analysis for detailed insights.
Is Subros Ltd planning capital expenditure?
New plant at Kharkhoda being set up with an initial capacity of 0.5 million, expandable to 1 million based on customer demand; operational between April to June quarter 2026; partial capex of INR 150 crores to be deployed this year and partly in next year's Q1.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.