Subros

Why is Subros Ltd falling/rising?

As of 24-Jun, Subros Ltd's stock price is at 823.90, down 4.25% after four days of gains, indicating a trend reversal. Despite a strong three-year increase of 76.58%, its year-to-date decline of 4.63% and negative sentiment suggest it may be trading at a premium compared to peers.

As of 24-Jun, Subros Ltd's stock price is falling, currently at 823.90, which reflects a decrease of 36.55 or 4.25%. This decline comes after a period of four consecutive days of gains, indicating a trend reversal. The stock has underperformed its sector by 4.43% today and reached an intraday low of Rs 817.1, marking a drop of 5.04%. <BR><BR>Despite a strong performance over the past three years, where the stock has increased by 76.58%, its year-to-date performance shows a decline of 4.63%, which is worse than the Sensex's decline of 9.66%. Additionally, while the stock has generated a return of -11.29% over the past year, its profits have risen by 14.2%, suggesting that the stock may be trading at a premium compared to its peers. <BR><BR>Investor participation has increased, with a significant rise in delivery volume, but the stock's current movement indicates a negative sentiment, likely influenced by recent performance trends and market conditions.

Which are the latest news on Subros?

How big is Subros?

As of 10th June, Subros Ltd has a market capitalization of 4,708.00 Cr, with recent net sales of 3,755.52 Cr and a net profit of 165.65 Cr. The company reported shareholder's funds of 1,094.13 Cr and total assets of 1,858.61 Cr for the annual period ending March 2025.

As of 10th June, Subros Ltd has a market capitalization of 4,708.00 Cr, categorizing it as a Small Cap company.<BR><BR>In the latest four quarters, Subros reported Net Sales of 3,755.52 Cr and a Net Profit of 165.65 Cr.<BR><BR>For the latest annual period ending March 2025, the company had Shareholder's Funds amounting to 1,094.13 Cr and Total Assets of 1,858.61 Cr.

Who are in the management team of Subros?

The management team of Subros includes Shradha Suri (Chairperson & Managing Director), Parmod K. Duggal (Whole Time Director & CEO), and several non-executive and independent directors, totaling 14 key individuals responsible for the company's strategic direction and governance.

The management team of Subros includes the following key individuals:<BR><BR>1. **Shradha Suri** - Chairperson & Managing Director<BR>2. **Parmod K. Duggal** - Whole Time Director & CEO<BR>3. **Jyotsna Suri** - Non-Executive & Non-Independent Director<BR>4. **Hidemasa Takahashi** - Non-Independent Non-Executive Director<BR>5. **Naohisa Kuriyama** - Non-Independent Non-Executive Director<BR>6. **Yasuhiro Iida** - Alternate Director<BR>7. **Tomoaki Yoshimori** - Non-Independent Non-Executive Director<BR>8. **Girish Narain Mehra** - Independent Non-Executive Director<BR>9. **K R Ramamoorthy** - Independent Non-Executive Director<BR>10. **M A Pathan** - Independent Non-Executive Director<BR>11. **Shailendra Swarup** - Independent Non-Executive Director<BR>12. **Meena Sethi** - Independent Non-Executive Director<BR>13. **Arvind Kapur** - Independent Non-Executive Director<BR>14. **Shiv Ram Singh** - Company Secretary & Compliance Officer<BR><BR>This team plays a crucial role in guiding the company's strategic direction and governance.

Who are the peers of the Subros?

Subros' peers include SJS Enterprises, Pricol Ltd, Suprajit Engg., Fiem Industries, Lumax Industries, Jamna Auto Inds., L G Balakrishnan, Sandhar Tech, Sharda Motor, and NRB Bearings. Subros has good growth and a good capital structure, with a 1-year return of -9.92%, higher than Sharda Motor but lower than its other peers.

Peers: The peers of Subros are SJS Enterprises, Pricol Ltd, Suprajit Engg., Fiem Industries, Lumax Industries, Jamna Auto Inds., L G Balakrishnan, Sandhar Tech, Sharda Motor, and NRB Bearings.<BR><BR>Quality Snapshot: Excellent management risk is observed at Jamna Auto Inds. and Sharda Motor, while Good management risk is found at SJS Enterprises, Pricol Ltd, Suprajit Engg., Fiem Industries, L G Balakrishnan, and NRB Bearings. Average management risk is noted at Lumax Industries, Subros, and Sandhar Tech. Growth is Excellent at Pricol Ltd and Lumax Industries, Good at SJS Enterprises, Fiem Industries, Jamna Auto Inds., and Sharda Motor, while Below Average growth is seen at Suprajit Engg. and L G Balakrishnan. Average growth is found at Sandhar Tech, and Subros has Good growth. Capital Structure is Excellent at SJS Enterprises, Pricol Ltd, Fiem Industries, Jamna Auto Inds., L G Balakrishnan, and Sharda Motor, while Good is noted at Suprajit Engg. and Subros. Average capital structure is observed at Sandhar Tech, and Below Average at Lumax Industries.<BR><BR>Return Snapshot: The peer with the highest 1-year return is SJS Enterprises at 74.69%, while the lowest is Sharda Motor at -21.72%. Subros has a 1-year return of -9.92%, which is higher than Sharda Motor's but lower than all other peers. Additionally, the six-month return is negative for Subros, Lumax Industries, Jamna Auto Inds., and Sharda Motor.

What does Subros do?

Subros Ltd is a leading Indian manufacturer of thermal products for automotive applications, with a market cap of INR 4,708 Cr and reported net sales of 1,050 Cr and net profit of 49 Cr for the quarter ending March 2026. The company has a P/E ratio of 27.00 and a dividend yield of 0.36%.

Overview:<BR>Subros Ltd is a leading manufacturer of thermal products for automotive applications in India, operating within the Auto Components & Equipments industry and categorized as a Small Cap company.<BR><BR>History:<BR>Subros Ltd was originally incorporated as 'Subros Private Limited' in February 1985 and became a public limited company in October 1985. The latest quarterly results reported net sales and profit for the period ending March 2026.<BR><BR>Financial Snapshot:<BR>- Net Sales: 1,050 Cr (Quarterly Results - Mar 2026)<BR>- Net Profit: 49 Cr (Quarterly Results - Mar 2026)<BR>- Market Cap: INR 4,708 Cr (Small Cap)<BR><BR>Key Metrics:<BR>- P/E: 27.00<BR>- Industry P/E: 36<BR>- Dividend Yield: 0.36%<BR>- Debt Equity: -0.09<BR>- Return on Equity: 13.82%<BR>- Price to Book: 3.84<BR><BR>Contact Details:<BR>- Address: LGF World Trade Centre, Barakhamba Lane New Delhi New Delhi : 110001<BR>- Tel: 91-011-23414946-49<BR>- Email: dmukharjee@subros.com<BR>- Website: http://www.subros.com

Should I buy, sell or hold Subros Ltd?

Are Subros Ltd latest results good or bad?

Subros Ltd's latest results show strong revenue growth with net sales up 15.55% year-on-year, but operating margins have contracted to 8.80% due to rising costs, indicating mixed performance overall. Investors should be aware of the challenges posed by margin compression despite the revenue increase.

Subros Ltd's latest results present a mixed picture. On one hand, the company achieved a strong revenue performance with net sales of ₹1,049.76 crores in Q4 FY26, reflecting a 15.55% year-on-year growth and a 10.77% sequential increase. This indicates robust demand, particularly from automotive original equipment manufacturers.<BR><BR>However, the results are tempered by concerns over operating margins, which contracted to 8.80% from 10.21% in the same quarter last year. This decline in margins highlights ongoing cost pressures, particularly from rising employee costs, which increased by nearly 17% year-on-year. Additionally, while the net profit rose by 41.96% quarter-on-quarter to ₹49.33 crores, the year-on-year growth was only 6.77%, indicating a slowdown compared to previous periods.<BR><BR>Overall, while Subros has demonstrated strong revenue growth, the persistent margin compression and rising costs present challenges that investors should consider. The company is navigating a competitive landscape in the automotive components sector, which adds to the complexity of its financial outlook.

When is the next results date for Subros Ltd?

The next results date for Subros Ltd is 18 May 2026.

The next results date for Subros Ltd is scheduled for 18 May 2026.

Is Subros overvalued or undervalued?

As of November 25, 2025, Subros is fairly valued with a PE ratio of 34.17, an EV to EBITDA ratio of 16.99, and a PEG ratio of 1.37, showing better valuation metrics compared to peers like Bosch, despite outperforming the Sensex over the past year.

As of 25 November 2025, the valuation grade for Subros has moved from attractive to fair. Based on the analysis, Subros appears to be fairly valued at this time. The company has a PE ratio of 34.17, an EV to EBITDA ratio of 16.99, and a PEG ratio of 1.37, which are in line with its peers. <BR><BR>In comparison to its industry peers, Subros' PE ratio is slightly lower than Samvardhana Motherson, which has a PE of 34.35, but significantly lower than Bosch's PE of 46.37. Additionally, Subros' EV to EBITDA ratio is more favorable than Bosch's 41.73, indicating a better valuation relative to earnings before interest, taxes, depreciation, and amortization. While Subros has outperformed the Sensex over the past year with a return of 37.07% compared to the Sensex's 5.59%, the recent price adjustments suggest that it is now fairly valued in the current market context.

How has been the historical performance of Subros?

Subros has exhibited consistent growth in net sales and profitability, with net sales increasing from 1,795.65 crore in March 2021 to 3,367.57 crore in March 2025, and profit after tax rising from 32.21 crore to 150.33 crore in the same period. The company maintains a strong financial foundation, reflected in its growing total assets and book value per share.

Answer:<BR>The historical performance of Subros shows a consistent growth trend in net sales and profitability over the years, culminating in the fiscal year ending March 2025.<BR><BR>Breakdown:<BR>Subros has demonstrated significant growth in net sales, increasing from 1,795.65 crore in March 2021 to 3,367.57 crore in March 2025. This upward trajectory reflects a steady rise in total operating income, which reached 3,367.57 crore in March 2025, up from 2,238.64 crore in March 2022. The company's operating profit (PBDIT) also saw a notable increase, rising to 343.04 crore in March 2025 from 158.27 crore in March 2022. Profit before tax surged to 203.39 crore in March 2025, compared to 45.01 crore in March 2022, while profit after tax reached 150.33 crore, up from 32.21 crore in March 2022. The earnings per share (EPS) improved significantly, standing at 23.07 in March 2025, compared to 4.98 in March 2022. On the balance sheet, total assets grew to 1,858.61 crore in March 2025 from 1,504.70 crore in March 2022, with total liabilities also increasing to 1,858.61 crore. The company maintained a strong book value per share of 167.72 in March 2025, reflecting its solid financial foundation. Cash flow from operating activities showed a positive trend, amounting to 174 crore in March 2025, although net cash outflow was recorded at -2 crore. Overall, Subros has shown robust growth in sales and profitability, alongside a healthy balance sheet.

Is Subros technically bullish or bearish?

As of November 10, 2025, Subros shows a mildly bullish trend with mixed signals across time frames, as daily moving averages and Bollinger Bands indicate positivity, while the weekly MACD is mildly bearish, but the longer-term outlook remains positive.

As of 10 November 2025, the technical trend for Subros has changed from bullish to mildly bullish. The current stance is mildly bullish, supported by the daily moving averages indicating a positive trend. The weekly MACD shows a mildly bearish signal, while the monthly MACD remains bullish, suggesting mixed signals across time frames. The Bollinger Bands are mildly bullish on both weekly and monthly charts, reinforcing a positive outlook. The KST is bullish on both weekly and monthly levels, and the Dow Theory indicates a bullish trend on the monthly chart, although there is no clear trend on the weekly. Overall, while there are some bearish indicators in the short term, the longer-term outlook remains positive.

Who are the top shareholders of the Subros?

The top shareholders of Subros include Deeksha Holding Limited (15.54%), Denso Corporation (20%), mutual funds (11.18%), foreign institutional investors (32.8%), and individual investors (9.99%). Promoters hold the majority of shares.

The top shareholders of Subros include a mix of promoters, institutional investors, and public shareholders. The majority shareholders are the promoters, with Deeksha Holding Limited being the promoter with the highest holding at 15.54%. Denso Corporation is the highest public shareholder, holding 20% of the shares. Additionally, mutual funds hold 11.18% through 9 different schemes, while foreign institutional investors (FIIs) collectively hold 32.8% through 43 different entities. Individual investors account for 9.99% of the shareholding.

Has Subros declared dividend?

Subros Ltd has declared a 90% dividend, amounting to ₹1.8 per share, with an ex-date of September 11, 2024. The company has shown strong price appreciation over various periods, with total returns of 17.48% in the last 6 months and 322.18% over the last 5 years.

Subros Ltd has declared a 90% dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 90%<BR>- Amount per share: 1.8<BR>- Ex-date: Sep-11-2024<BR><BR>Dividend Yield: 0.24%.<BR><BR>Total Returns by Period:<BR>In the last 6 months, the price return was 17.48%, with a dividend return of 0%, resulting in a total return of 17.48%.<BR><BR>Over the past year, the price return was 25.43%, the dividend return was 0.29%, leading to a total return of 25.72%.<BR><BR>In the last 2 years, the price return reached 118.94%, with a dividend return of 0.77%, culminating in a total return of 119.71%.<BR><BR>For the 3-year period, the price return was 151.99%, the dividend return was 1.21%, resulting in a total return of 153.2%.<BR><BR>In the 4-year span, the price return was 121.72%, with a dividend return of 1.35%, leading to a total return of 123.07%.<BR><BR>Over the last 5 years, the price return was 319.37%, with a dividend return of 2.81%, resulting in a total return of 322.18%.<BR><BR>Overall, Subros Ltd has declared a significant dividend, and the total returns over various periods indicate strong performance, particularly in price appreciation, with modest contributions from dividends.