Subros Crescita futura
Criteri Future verificati 4/6
Subros prevede che gli utili e i ricavi cresceranno rispettivamente di 21.6% e 11.9% all'anno. Si prevede che l'EPS crescerà di 21.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 16.3% in 3 anni.
Informazioni chiave
21.6%
Tasso di crescita degli utili
21.58%
Tasso di crescita dell'EPS
| Auto Components crescita degli utili | 21.4% |
| Tasso di crescita dei ricavi | 11.9% |
| Rendimento futuro del capitale proprio | 16.32% |
| Copertura analitica | Low |
| Ultimo aggiornamento | 11 Aug 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento narrativa • Aug 14
517168: Electric Mobility Localization Will Support Future Upside Despite Recent Model Revisions
Analysts have trimmed their price target on Subros to ₹941 from ₹1,105, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples in their models. What’s in the News for Subros Subros signed a Technical Assistance Agreement with DENSO Corporation and Toyota Industries Corporation to localize electric compressors at its Karsanpura, Gujarat plant for electric and hybrid vehicles in India.
Aggiornamento narrativa • Jul 31
517168: Dividend Plans And Refined Assumptions Will Shape Future Earnings Outlook
Analysts have trimmed their fair value estimate for Subros to ₹897 from ₹999.67, reflecting slightly more cautious assumptions on revenue growth and future P/E, along with a modestly higher profit margin outlook. What's in the News Subros has scheduled a board meeting on May 18, 2026 at 14:30 Indian Standard Time to consider and approve audited standalone and consolidated financial results for the year ended March 31, 2026, along with a potential dividend recommendation and other business matters.Aggiornamento narrativa • Apr 24
517168: New EV And Hybrid Contracts Will Support Future Earnings And Capacity Investments
Analysts have kept their fair value estimate for Subros steady at ₹999.67, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E that support the unchanged price target. What's in the News Subros received a new business award from Maruti Suzuki India Limited for supply of local Electric Compressors for upcoming EV and Hybrid vehicle programs, with an approximate value of ₹12,800 million spread over about seven years (Key Developments).Aggiornamento narrativa • Apr 07
517168: New EV And Hybrid Contracts Will Drive Future Earnings Power
Analysts have kept their Subros price target unchanged at ₹999.67, with only slight adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E guiding this steady view. What's in the News Subros received a new business award to supply local Electric Compressors to Maruti Suzuki India Limited for upcoming EV and hybrid vehicle programs, with an approximate value of ₹12,800 million spread over about seven years.Aggiornamento narrativa • Mar 24
517168: New EV And Hybrid Contracts Will Support Future Returns
Analysts have lifted their price target on Subros from ₹956.50 to about ₹999.70, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers behind the revision. What's in the News Confirmation of a new business award from Maruti Suzuki India Limited for supply of local electric compressors for upcoming EV and hybrid programs, with an approximate value of ₹12,800 million spread over about seven years, supported by technical assistance from DENSO Corporation and Toyota Industries Corporation, Japan (client announcement).Aggiornamento narrativa • Mar 09
517168: New EV And Hybrid Orders Will Support Future Returns
Analysts have maintained their fair value estimate for Subros at ₹956.5, making only minor adjustments to inputs such as the discount rate and future P/E assumption. This reflects a largely unchanged overall view on the stock.Aggiornamento narrativa • Feb 22
517168: New EV And Rail Orders Will Support Future Returns
Analysts have kept their fair value estimate for Subros broadly unchanged at around ₹956.5 per share. This reflects only marginal tweaks to discount rate, revenue growth, profit margin and future P/E assumptions rather than a shift in the core view on the company.
Nuova narrativa • Feb 20
Truck AC Mandate And EV Compressors Will Support Steady Yet Measured Long Term Prospects
Catalysts About Subros Subros supplies thermal systems and compressors for passenger vehicles, commercial vehicles, buses and railways in India. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Feb 08
517168: New EV Compressor Orders Will Support Future Returns
Analysts have revised their price target on Subros from ₹980.75 to ₹956.50, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that indicate a slightly lower fair value while keeping the overall investment case broadly intact. What's in the News The board approved capacity addition for a new local Electric Compressor line at the Karsanpura, Ahmedabad plant, targeting 400,000 units per year over 21 months with an investment of about ₹1,750 million.Nuova narrativa • Feb 05
Thermal Systems Expansion And EV Penetration Will Transform Long Term Earnings Power
Catalysts About Subros Subros supplies thermal systems and compressors for passenger vehicles, commercial vehicles, buses and railways in India. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jan 24
517168: Railway Service Wins And Stable Outlook Will Support Future Returns
Analysts have maintained their fair value estimate for Subros at ₹980.75, with only marginal tweaks to assumptions such as discount rate, revenue growth, profit margin and future P/E. This reflects a broadly steady view of the company.Aggiornamento narrativa • Jan 10
517168: Railway Service Contracts Will Support Future Returns With Steady Outlook
Analysts have lifted their fair value estimate for Subros from ₹962.67 to ₹980.75, pointing to updated assumptions around discount rate, revenue growth, profit margin and future P/E that fine tune rather than overhaul their prior view. What's in the News Board meeting scheduled on Jan 30, 2026, to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025 (company filing).Aggiornamento narrativa • Dec 24
517168: Railway Service Contracts Will Support Steady Outlook With Balanced Risks
Analysts have modestly revised their price target for Subros to INR 963, reflecting a broadly unchanged valuation because a slightly higher discount rate and long term earnings assumptions offset each other. What's in the News Secured a three year comprehensive annual maintenance contract from Indian Railways for cab HVAC units worth INR 521.8 million, expanding into service contracts alongside equipment supply and taking FY Railways order booking to about INR 863.5 million (company announcement).Aggiornamento narrativa • Dec 10
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).Aggiornamento narrativa • Nov 26
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.Aggiornamento narrativa • Nov 11
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.Aggiornamento narrativa • Sep 05
Maruti Suzuki And Mahindra EV Trends Will Redefine Markets
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.
Nuova narrativa • Jan 17
A New Greenfield Project At Kharkhoda Will Expand Capacity To Meet Future Demand From FY '26 Onwards
Subros aims to boost truck segment revenues through mandatory AC regulations and explore growth in railway projects and services.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 3/31/2029 | 54,039 | 3,193 | N/A | N/A | 1 |
| 3/31/2028 | 48,488 | 2,394 | 1,593 | N/A | 3 |
| 3/31/2027 | 42,468 | 1,766 | 755 | N/A | 3 |
| 6/30/2026 | 39,094 | 1,744 | N/A | N/A | N/A |
| 3/31/2026 | 37,555 | 1,737 | -442 | 1,053 | N/A |
| 12/31/2025 | 36,142 | 1,706 | N/A | N/A | N/A |
| 9/30/2025 | 34,875 | 1,607 | 10 | 1,123 | N/A |
| 6/30/2025 | 34,360 | 1,564 | N/A | N/A | N/A |
| 3/31/2025 | 33,676 | 1,505 | 569 | 1,748 | N/A |
| 12/31/2024 | 32,906 | 1,348 | N/A | N/A | N/A |
| 9/30/2024 | 32,021 | 1,287 | 383 | 1,584 | N/A |
| 6/30/2024 | 31,872 | 1,190 | N/A | N/A | N/A |
| 3/31/2024 | 30,706 | 976 | 458 | 1,655 | N/A |
| 12/31/2023 | 29,872 | 855 | N/A | N/A | N/A |
| 9/30/2023 | 29,093 | 669 | -96 | 1,045 | N/A |
| 6/30/2023 | 27,910 | 498 | N/A | N/A | N/A |
| 3/31/2023 | 28,063 | 479 | 302 | 1,406 | N/A |
| 12/31/2022 | 27,393 | 463 | N/A | N/A | N/A |
| 9/30/2022 | 26,323 | 456 | 1,297 | 2,417 | N/A |
| 6/30/2022 | 24,667 | 408 | N/A | N/A | N/A |
| 3/31/2022 | 22,386 | 325 | 449 | 1,508 | N/A |
| 12/31/2021 | 22,175 | 421 | N/A | N/A | N/A |
| 9/30/2021 | 22,737 | 620 | 1,157 | 1,956 | N/A |
| 6/30/2021 | 22,023 | 748 | N/A | N/A | N/A |
| 3/31/2021 | 17,957 | 474 | 910 | 1,545 | N/A |
| 12/31/2020 | 15,942 | 378 | N/A | N/A | N/A |
| 9/30/2020 | 14,559 | 237 | 1,146 | 1,852 | N/A |
| 6/30/2020 | 14,943 | 193 | N/A | N/A | N/A |
| 3/31/2020 | 19,928 | 848 | N/A | 2,388 | N/A |
| 12/31/2019 | 20,524 | 844 | N/A | N/A | N/A |
| 9/30/2019 | 20,975 | 881 | N/A | 977 | N/A |
| 6/30/2019 | 21,650 | 986 | N/A | N/A | N/A |
| 3/31/2019 | 21,245 | 762 | N/A | 1,004 | N/A |
| 3/31/2018 | 19,129 | 606 | N/A | 3,154 | N/A |
| 3/31/2017 | 15,349 | 132 | N/A | 1,107 | N/A |
| 3/31/2016 | 13,107 | 239 | N/A | 1,512 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di 517168 ( 21.6% all'anno) è superiore al tasso di risparmio ( 6.9% ).
Guadagni vs Mercato: Si prevede che gli utili di 517168 ( 21.6% all'anno) cresceranno più rapidamente del mercato Indian ( 16.8% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di 517168 cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di 517168 ( 11.9% all'anno) crescerà più rapidamente del mercato Indian ( 11.2% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di 517168 ( 11.9% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di 517168 sarà basso tra 3 anni ( 16.3 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/21 22:08 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Subros Limited è coperta da 7 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Annamalai Jayaraj | 360 ONE Capital Market Private Limited |
| Mukesh Saraf | Avendus Spark |
| null null | Equirus Securities Private Limited |