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

Maruti Suzuki And Mahindra EV Trends Will Redefine Markets

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517168
AnalystConsensusTarget
Not Invested
Published 17 Jan 2025

Update shared on 10 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
38.3%
7D
-0.4%

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).
  • Cumulative order booking in the Railways segment for the current financial year has reached approximately INR 863.5 million, covering both supply and maintenance contracts (company announcement).
  • Secured a new Indian Railways order worth about INR 270 million for cabin air conditioning equipment in diesel electric locomotives, to be executed by October 16, 2026, reinforcing its position in the rail air conditioning market (company announcement).
  • Board meeting scheduled for November 10, 2025, to consider and approve unaudited financial results for the quarter and half year ended September 30, 2025 (exchange filing).

Valuation Changes

  • Fair Value Estimate remained unchanged at ₹962.67 per share, indicating no change in the fundamental valuation outcome.
  • The discount rate edged down slightly from 14.81 percent to 14.69 percent, reflecting a marginally lower perceived risk profile.
  • Revenue growth was effectively unchanged at around 13.62 percent, suggesting stable expectations for top-line expansion.
  • Net profit margin stayed broadly steady at about 6.36 percent, implying no material revision to long-term profitability assumptions.
  • The future P/E eased marginally from 30.89x to 30.80x, signaling a slightly lower multiple applied to forecast earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.