Maruti Suzuki And Mahindra EV Trends Will Redefine Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

17 Jan 25

Updated

10 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

37.8%

7D

-1.6%

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1Y

37.8%

7D

-1.6%

You can edit this narrative until Dec 11 5:10 PM. Then, changes will post as Updates.

Author's Valuation

₹962.6710.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

517168: Expanding Railway Maintenance Contracts Are Expected To Drive Strong Share Performance

Analysts have modestly raised their price target on Subros to ₹962.67, citing slightly lower perceived risk, steady revenue growth expectations, and a broadly unchanged long term profit outlook. What's in the News Won a Comprehensive Annual Maintenance Contract from Indian Railways for cab HVAC units worth INR 521.8 million over three years, expanding into service contracts alongside system supply (company announcement).

Shared on 26 Nov 25

517168: Major Railway Order Is Expected To Drive Robust Performance Ahead

Analysts have maintained their price target for Subros at ₹962.67, leaving the valuation unchanged. Recent minor adjustments to the company’s growth estimates and discount rate were not deemed material enough to warrant a revision.

Shared on 11 Nov 25

Fair value Increased 9.52%

517168: Revenue Outlook And New Railway Order Will Support Future Performance

Analysts have raised their price target for Subros from ₹879 to approximately ₹963. This change reflects improved revenue growth projections and a modestly higher profit margin outlook.

Shared on 05 Sep 25

With no significant changes in Subros's discount rate or future P/E multiple, the consensus analyst price target remained essentially unchanged at ₹879.00. What's in the News Board meeting scheduled to consider and approve unaudited financial results for the quarter ended June 30, 2025, and discuss other business matters.

Shared on 01 May 25

Fair value Increased 4.71%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.47%

AnalystConsensusTarget has decreased future PE multiple from 33.8x to 27.1x.

AnalystConsensusTarget Fair Value

₹962.67

10.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

13.07%

Auto Components revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

14.72%

Calculation

₹3.25b

Earnings '28

x

30.80x

PE Ratio '28

=

₹100.21b

Market Cap '28

₹100.21b

Market Cap '28

/

69.97m

No. shares '28

=

₹1.43k

Share Price '28

₹1.43k Share Price '28

Discounted to 2025 @ 14.69% p.a.

=

₹949.34

Fair Value '25