Subros Limited
NSE: SUBROS · Other Industrial Products
Snapshot
Unlock Subros Limited's vital signs
Growth · Profitability · Valuation · Strength · Conviction
Company Overview
Business
Subros Limited is a leading Indian manufacturer specialising in thermal management solutions for the automotive sector. The company produces a comprehensive range of air conditioning systems, compressors, and heat exchangers for passenger vehicles, commercial transport, and railway applications.
Business Model
The company generates revenue primarily through the design, manufacture, and sale of automotive thermal components and HVAC systems to original equipment manufacturers (OEMs). It operates as a key supplier in the automotive supply chain, leveraging technical collaborations to maintain product standards.
- Incorporation Year:1985
Growth Outlook
Growth is driven by the increasing penetration of air conditioning in passenger vehicles and the expansion of the company's product portfolio into railway and commercial cabin cooling systems. Further opportunities exist in the transport refrigeration market and potential export growth.
Key Risks
- Automotive Cyclicality. The company's performance is highly sensitive to fluctuations in the Indian automotive production cycle and consumer demand for new vehicles.
- Customer Concentration. Subros relies heavily on a limited number of major automotive OEMs, making it vulnerable to changes in their procurement strategies or production volumes.
- Input Cost Volatility. Fluctuations in the prices of raw materials such as aluminium, copper, and steel can significantly impact operating margins.
- Technological Disruption. The transition towards electric vehicles requires the company to adapt its thermal management technology to meet the specific cooling requirements of battery-powered systems.
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Key Metrics
REVENUE
₹3,909 Cr
TTM · consolidated
NET PROFIT
₹166 Cr
TTM · consolidated
EPS
₹25.49
TTM · consolidated
RETURN ON EQUITY
14.2%
TTM · consolidated
RETURN ON CAPITAL EMPLOYED
18.2%
TTM · consolidated
P/E
27.8x
Q1 FY27 · consolidated
EV/EBITDA
12.8x
Q1 FY27 · consolidated
EBITDA MARGIN
9.3%
TTM · consolidated
NET PROFIT MARGIN
4.0%
Q1 FY27 · consolidated
DEBT TO EQUITY
0.0x
Q1 FY27 · consolidated
Peers · Other Industrial Products
| Company | Mkt Cap | P/E | EV/EBITDA | Rev Gr YoY | EBITDA Mgn | ROE | ROCE | 1Y Return |
|---|---|---|---|---|---|---|---|---|
Subros LimitedSUBROS | ₹4,629 Cr | 27.84 | 12.84 | 13.8% | 9.3% | 14.2% | 18.2% | -22.0% |
Harsha Engineers International LimitedHARSHA | ₹4,137 Cr | 26.74 | 15.72 | 20.2% | 16.6% | 11.6% | 15.6% | +12.2% |
Kirloskar Industries LimitedKIRLOSIND | ₹3,922 Cr | 17.17 | — | 5.0% | 13.3% | 4.9% | 4.8% | -1.7% |
Ador WeldingADOR | ₹2,914 Cr | 25.67 | 15.82 | 8.4% | 15.2% | 21.4% | 29.0% | +76.9% |
Diffusion Engineers LimitedDIFFNKG | ₹1,777 Cr | 32.37 | 22.99 | 26.5% | 17.0% | 14.2% | 16.9% | +24.5% |
MIC ElectronicsMICEL | ₹885 Cr | -73.48 | 34.87 | — | 12.0% | -5.5% | 9.9% | -34.4% |
As of Q1 FY27
Financials
Subros Limited
NSE: SUBROS · Other Industrial Products
Snapshot
Unlock Subros Limited's vital signs
Growth · Profitability · Valuation · Strength · Conviction
Company Overview
Business
Subros Limited is a leading Indian manufacturer specialising in thermal management solutions for the automotive sector. The company produces a comprehensive range of air conditioning systems, compressors, and heat exchangers for passenger vehicles, commercial transport, and railway applications.
Business Model
The company generates revenue primarily through the design, manufacture, and sale of automotive thermal components and HVAC systems to original equipment manufacturers (OEMs). It operates as a key supplier in the automotive supply chain, leveraging technical collaborations to maintain product standards.
- Incorporation Year:1985
Growth Outlook
Growth is driven by the increasing penetration of air conditioning in passenger vehicles and the expansion of the company's product portfolio into railway and commercial cabin cooling systems. Further opportunities exist in the transport refrigeration market and potential export growth.
Key Risks
- Automotive Cyclicality. The company's performance is highly sensitive to fluctuations in the Indian automotive production cycle and consumer demand for new vehicles.
- Customer Concentration. Subros relies heavily on a limited number of major automotive OEMs, making it vulnerable to changes in their procurement strategies or production volumes.
- Input Cost Volatility. Fluctuations in the prices of raw materials such as aluminium, copper, and steel can significantly impact operating margins.
- Technological Disruption. The transition towards electric vehicles requires the company to adapt its thermal management technology to meet the specific cooling requirements of battery-powered systems.
Start your research today
Unlock AI insights, financials, peers and live data on Subros Limited and 5,000+ companies — free.
Key Metrics
REVENUE
₹3,909 Cr
TTM · consolidated
NET PROFIT
₹166 Cr
TTM · consolidated
EPS
₹25.49
TTM · consolidated
RETURN ON EQUITY
14.2%
TTM · consolidated
RETURN ON CAPITAL EMPLOYED
18.2%
TTM · consolidated
P/E
27.8x
Q1 FY27 · consolidated
EV/EBITDA
12.8x
Q1 FY27 · consolidated
EBITDA MARGIN
9.3%
TTM · consolidated
NET PROFIT MARGIN
4.0%
Q1 FY27 · consolidated
DEBT TO EQUITY
0.0x
Q1 FY27 · consolidated
Peers · Other Industrial Products
As of Q1 FY27