Subros' Q2 FY 2025-26 Quarterly Results

Result Summary

• Subros Ltd reported a 1.7% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Sep (Q2 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 7.8%.
• Its expenses for the quarter were up by 1.9% QoQ and 7.5% YoY.
• The net profit decreased 0.2% QoQ and increased 11.9% YoY.
• The earnings per share (EPS) of Subros Ltd stood at 6.24 during Q2 FY 2025-26.

Financial Statments for Q2 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 component manufacturing sector, primarily focusing on the production of thermal products such as automotive air conditioning systems, engine cooling modules, and related components. The company serves various segments within the automotive industry, including passenger vehicles, commercial vehicles, and off-road vehicles. Subros has established itself as a key supplier to several major automobile manufacturers in India and has been expanding its presence in the global market. As of the latest updates, the company has been investing in technology and capacity enhancement to meet the evolving demands of the industry. However, further specific details about recent major developments or strategic initiatives are not available within the data provided.

Revenue

In the second quarter of the fiscal year 2026 (Q2FY26), Subros Ltd reported a total income of ₹899.34 crores. This represents a quarter-over-quarter (QoQ) increase of 1.7% from ₹883.94 crores in Q1FY26. On a year-over-year (YoY) basis, there was a 7.8% increase from ₹834.59 crores in Q2FY25. This growth in total income indicates a consistent positive trajectory in revenue generation over the past year, reflecting the company's ability to enhance its sales performance. The increase in revenue could be attributed to the company's diversified product offerings and its strategic partnerships with automotive manufacturers.

Profitability

Subros Ltd's profitability metrics for Q2FY26 include a profit before tax (PBT) of ₹54.49 crores, which shows a marginal QoQ growth of 0.1% from ₹54.44 crores in Q1FY26. Compared to the same quarter in the previous fiscal year (Q2FY25), the PBT increased by 12.1% from ₹48.60 crores. The profit after tax (PAT) for Q2FY26 was ₹40.74 crores, slightly declining by 0.2% QoQ from ₹40.83 crores in Q1FY26 but rising 11.9% YoY from ₹36.42 crores in Q2FY25. These figures suggest that while the company has maintained a steady level of profitability, the marginal QoQ decline in PAT indicates a slight increase in tax expenses or other cost factors affecting net income.

Operating Metrics

The operating expenses of Subros Ltd in Q2FY26 amounted to ₹844.85 crores, reflecting a 1.9% QoQ increase from ₹829.50 crores in Q1FY26 and a 7.5% YoY increase from ₹785.99 crores in Q2FY25. This rise in total expenses aligns with the overall growth in total income, suggesting effective expense management to support revenue growth. The earnings per share (EPS) for Q2FY26 stood at ₹6.24, showing a minor QoQ decrease of 0.3% from ₹6.26 in Q1FY26 but an 11.8% YoY increase from ₹5.58 in Q2FY25. The EPS figures reflect the impact of revenue and profitability changes on shareholder value. Key financial ratios such as the P/E ratio, debt-to-equity ratio, and current ratio are not provided in the data, and thus cannot be assessed.