Update shared on 11 Nov 2025
Fair value Increased 9.52%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.
What's in the News
- Subros Limited's Board Meeting is scheduled for November 10, 2025, to consider and approve unaudited financial results for the quarter and half year ending September 30, 2025 (Key Developments).
- Subros secured a new order from Indian Railways worth approximately INR 270 million for supplying cabin air-conditioning equipment for Diesel Electric Locomotives. The order is to be fulfilled by October 16, 2026 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Increased from ₹879 to approximately ₹963, reflecting a higher expected fair value for the stock.
- Discount Rate: Rose slightly from 14.25% to 14.98%, indicating a marginally increased required return for investors.
- Revenue Growth: Upgraded from 11.81% to 13.39%, suggesting stronger long-term sales expectations.
- Net Profit Margin: Improved modestly from 6.27% to 6.37%, pointing to better projected profitability.
- Future P/E: Increased from 28.32x to 31.03x, signaling that the market is placing a higher valuation on future earnings.
Disclaimer
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