Subros' Q1 FY 2025-26 Quarterly Results

Result Summary

• Subros Ltd reported a 5.8% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Jun (Q1 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 8.7%.
• Its expenses for the quarter were up by 5.0% QoQ and 8.3% YoY.
• The net profit increased 34.2% QoQ and increased 16.7% YoY.
• The earnings per share (EPS) of Subros Ltd stood at 6.3 during Q1 FY 2025-26.

Financial Statments for Q1 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Subros Ltd is a prominent player in the automotive components industry, primarily known for manufacturing thermal products for automotive applications. The company's product line includes automotive air conditioning systems, compressors, and other related components. Subros Ltd has established itself as a significant supplier in the automotive supply chain, serving major automobile manufacturers. Recent developments in the industry include a growing focus on electric vehicles, which may influence product demand and innovation strategies. However, specific recent developments for Subros Ltd were not provided in the data.

Revenue

In Q1FY26, Subros Ltd reported a total income of ₹883.94 crores, reflecting a 5.8% increase from ₹835.23 crores in Q4FY25 and an 8.7% increase from ₹813.00 crores in Q1FY25. These figures indicate growth in revenue on both a quarterly and annual basis. The company's ability to generate higher income may be attributed to various factors, including potential increases in sales volume, product pricing strategies, or expansion into new markets. However, precise reasons for the revenue growth are not detailed in the provided data.

Profitability

Subros Ltd's profitability in Q1FY26 showed improvement, with a profit before tax of ₹54.44 crores, up 20.2% from ₹45.30 crores in Q4FY25 and a 15.4% rise from ₹47.16 crores in Q1FY25. The profit after tax stood at ₹40.83 crores, representing a significant 34.2% increase quarter-over-quarter and a 16.7% rise year-over-year. Earnings per share also increased to ₹6.30 from ₹4.70 in the previous quarter and ₹5.40 in the same quarter last year, maintaining the same percentage growth as profit after tax. The decline in tax expense by 5.7% QoQ despite increased profitability may have contributed to the enhanced net profit margins.

Operating Metrics

Operating expenses for Subros Ltd in Q1FY26 were ₹829.50 crores, increasing by 5.0% from ₹789.93 crores in Q4FY25 and by 8.3% from ₹765.84 crores in Q1FY25. The rise in total expenses is consistent with the increase in total income, which could imply stable operational efficiency. However, the specifics of the cost structure, such as material costs or labor expenses, are not provided, limiting a deeper analysis of efficiency improvements or cost management strategies. The data highlights broad trends in income and expenses without detailing specific operational changes.