Synopsis: The share of this manufacturing firm skilled a pointy decline after the Q2 outcomes have been introduced with stagnant numbers after the market.
The share of this small-cap firm, which is engaged within the enterprise of producing and supplying Auto Air Conditioning merchandise for all main Automakers within the Passenger and Industrial Car Area, plunged at this time following combined Q2FY26 outcomes, disappointing buyers.
With a market capitalization of Rs. 5,899.27 crore, the shares of Subros Ltd made a day low of Rs. 888.3 per share, down by 12 p.c from its earlier day’s shut of Rs. 1010.50 per share. Over the previous 1 yr, the inventory has delivered a wholesome return of 39.2 p.c, in comparison with Nifty’s return of seven.5 p.c.
QoQ view
Subros Ltd has introduced a income of Rs. 880 crore in Q2 FY26, representing a flat income in comparison with Rs. 878 crore in Q1 FY26. It reported an EBITDA of Rs. 68.5 crore in Q2 FY26, a decline of 16.43 p.c from Rs. 82 crore in Q1 FY26. As well as, Web revenue was stagnant at Rs.40.7 crore in Q2 FY26,in comparison with its Q1 FY26 revenue of Rs. 40.8 crore.
YoY view
Subros Ltd has posted a income from operations of Rs. 880 crore in Q2 FY26, a development of 6.2% from Rs.828 crore in Q2 FY25. EBITDA Rs.68.5 crore in Q2 FY26, a decline of 10% from its Q2 FY25 variety of Rs. 76.5 crore. Web revenue of the corporate for Q2 FY26 was at Rs. 40.7 crore, a development of 12 p.c YoY.
Enterprise Highlights
In Q2 FY26, the corporate hasn’t carried out effectively comparatively to its final Yr because the flat monetary suggests. Income has elevated by 6.22% YOY in Q2 on account of improve in quantity & different revenue being as a consequence of accrued incentive of Rs.13.4 crore. Accompanied with excessive worker price as a consequence of wage revision. The uninteresting quarter-on-quarter efficiency is because of increased materials price, mannequin combine and reimbursement of commodity costs.
Concerning the Firm
Subros Restricted, established in 1985, is a number one producer within the automotive thermal administration sector, delivering high-quality thermal options for HVAC and engine cooling necessities. Subros gives a strong product portfolio that features HVAC, compressors, warmth exchangers and AC strains suiting a number of purposes which have earned the belief of main automotive OEMs throughout India.
Segments: Affords thermal options in passenger automobiles, truck purposes, rail purposes and bus purposes. It’s additionally current in Residential, industrial cooling methods and transport fridge methods.
Written by Gourav Pratap Singh
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