Subros（SUBROS）株式概要サブロス社はインドで自動車用サーマル製品の製造・販売を行っている。 詳細SUBROS ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績3/6財務の健全性6/6配当金3/6報酬収益は年間19.59%増加すると予測されています 過去1年間で収益は15.4%増加しました リスク分析高いレベルの非現金収入 0.36%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るSUBROS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹842.4010.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture066b2016201920222025202620282031Revenue ₹66.4bEarnings ₹3.1bAdvancedSet Fair ValueView all narrativesSubros Limited 競合他社Suprajit EngineeringSymbol: BSE:532509Market cap: ₹63.2bFiem IndustriesSymbol: NSEI:FIEMINDMarket cap: ₹59.5bSharda Motor IndustriesSymbol: BSE:535602Market cap: ₹49.9bLumax IndustriesSymbol: BSE:517206Market cap: ₹49.2b価格と性能株価の高値、安値、推移の概要Subros過去の株価現在の株価₹842.4052週高値₹1,213.7052週安値₹622.10ベータ0.551ヶ月の変化16.90%3ヶ月変化23.46%1年変化-11.39%3年間の変化94.73%5年間の変化159.12%IPOからの変化359.45%最新ニュースValuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹856, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 30x in the Auto Components industry in India. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹649 per share.Buy Or Sell Opportunity • Jun 22Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to ₹856. The fair value is estimated to be ₹649, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.分析記事 • May 25Subros' (NSE:SUBROS) Solid Profits Have Weak FundamentalsLast week's profit announcement from Subros Limited ( NSE:SUBROS ) was underwhelming for investors, despite headline...Declared Dividend • May 20Dividend increased to ₹3.00Dividend of ₹3.00 is 15% higher than last year. Ex-date: 11th September 2026 Payment date: 18th October 2026 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 19+ 1 more updateSubros Limited, Annual General Meeting, Sep 18, 2026Subros Limited, Annual General Meeting, Sep 18, 2026.Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹25.39 (vs ₹23.08 in FY 2025)Full year 2026 results: EPS: ₹25.39 (up from ₹23.08 in FY 2025). Revenue: ₹37.9b (up 13% from FY 2025). Net income: ₹1.74b (up 15% from FY 2025). Profit margin: 4.6% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹856, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 30x in the Auto Components industry in India. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹649 per share.Buy Or Sell Opportunity • Jun 22Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to ₹856. The fair value is estimated to be ₹649, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.分析記事 • May 25Subros' (NSE:SUBROS) Solid Profits Have Weak FundamentalsLast week's profit announcement from Subros Limited ( NSE:SUBROS ) was underwhelming for investors, despite headline...Declared Dividend • May 20Dividend increased to ₹3.00Dividend of ₹3.00 is 15% higher than last year. Ex-date: 11th September 2026 Payment date: 18th October 2026 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 19+ 1 more updateSubros Limited, Annual General Meeting, Sep 18, 2026Subros Limited, Annual General Meeting, Sep 18, 2026.Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹25.39 (vs ₹23.08 in FY 2025)Full year 2026 results: EPS: ₹25.39 (up from ₹23.08 in FY 2025). Revenue: ₹37.9b (up 13% from FY 2025). Net income: ₹1.74b (up 15% from FY 2025). Profit margin: 4.6% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • May 07Subros Limited to Report Q4, 2026 Results on May 18, 2026Subros Limited announced that they will report Q4, 2026 results on May 18, 2026Buy Or Sell Opportunity • Apr 08Now 25% overvaluedOver the last 90 days, the stock has fallen 15% to ₹726. The fair value is estimated to be ₹582, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Buy Or Sell Opportunity • Mar 10Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to ₹701. The fair value is estimated to be ₹581, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 54% in the next 2 years.Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: ₹6.57 (vs ₹5.05 in 3Q 2025)Third quarter 2026 results: EPS: ₹6.57 (up from ₹5.05 in 3Q 2025). Revenue: ₹9.48b (up 15% from 3Q 2025). Net income: ₹428.3m (up 30% from 3Q 2025). Profit margin: 4.5% (up from 4.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 40% per year.分析記事 • Jan 13Subros Limited (NSE:SUBROS) Not Flying Under The RadarSubros Limited's ( NSE:SUBROS ) price-to-earnings (or "P/E") ratio of 33.4x might make it look like a sell right now...お知らせ • Jan 09Subros Limited to Report Q3, 2026 Results on Jan 30, 2026Subros Limited announced that they will report Q3, 2026 results on Jan 30, 2026Price Target Changed • Nov 12Price target increased by 9.5% to ₹963Up from ₹879, the current price target is an average from 3 analysts. New target price is 6.3% above last closing price of ₹906. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₹27.00 for next year compared to ₹23.08 last year.Reported Earnings • Nov 11Second quarter 2026 earnings released: EPS: ₹6.14 (vs ₹5.58 in 2Q 2025)Second quarter 2026 results: EPS: ₹6.14 (up from ₹5.58 in 2Q 2025). Revenue: ₹8.99b (up 8.6% from 2Q 2025). Net income: ₹407.4m (up 12% from 2Q 2025). Profit margin: 4.5% (up from 4.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 43% per year.お知らせ • Nov 03Subros Limited to Report Q2, 2026 Results on Nov 10, 2025Subros Limited announced that they will report Q2, 2026 results on Nov 10, 2025分析記事 • Sep 24Earnings Not Telling The Story For Subros Limited (NSE:SUBROS) After Shares Rise 30%Subros Limited ( NSE:SUBROS ) shareholders would be excited to see that the share price has had a great month, posting...Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹1,129, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 30x in the Auto Components industry in India. Total returns to shareholders of 224% over the past three years.分析記事 • Sep 11This Is The Reason Why We Think Subros Limited's (NSE:SUBROS) CEO Might Be UnderpaidKey Insights Subros to hold its Annual General Meeting on 17th of September CEO Parmod Duggal's total compensation...Upcoming Dividend • Sep 04Upcoming dividend of ₹2.60 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 16 October 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.6%).分析記事 • Aug 28Subros' (NSE:SUBROS) Dividend Will Be Increased To ₹2.60Subros Limited ( NSE:SUBROS ) has announced that it will be increasing its dividend from last year's comparable payment...分析記事 • Aug 25Does Subros (NSE:SUBROS) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: ₹6.26 (vs ₹5.36 in 1Q 2025)First quarter 2026 results: EPS: ₹6.26 (up from ₹5.36 in 1Q 2025). Revenue: ₹8.84b (up 9.2% from 1Q 2025). Net income: ₹408.3m (up 17% from 1Q 2025). Profit margin: 4.6% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26Subros Limited to Report Q1, 2026 Results on Aug 07, 2025Subros Limited announced that they will report Q1, 2026 results on Aug 07, 2025New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Jun 13Subros' (NSE:SUBROS) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹861, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 209% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹491 per share.分析記事 • May 27Optimistic Investors Push Subros Limited (NSE:SUBROS) Shares Up 30% But Growth Is LackingThe Subros Limited ( NSE:SUBROS ) share price has done very well over the last month, posting an excellent gain of 30...Declared Dividend • May 24Dividend increased to ₹2.60Dividend of ₹2.60 is 44% higher than last year. Ex-date: 11th September 2025 Payment date: 17th October 2025 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 23Subros Limited announces Annual dividend, payable on October 17, 2025Subros Limited announced Annual dividend of INR 2.6000 per share payable on October 17, 2025, ex-date on September 11, 2025 and record date on September 11, 2025.Reported Earnings • May 23Full year 2025 earnings released: EPS: ₹23.07 (vs ₹14.96 in FY 2024)Full year 2025 results: EPS: ₹23.07 (up from ₹14.96 in FY 2024). Revenue: ₹33.9b (up 10% from FY 2024). Net income: ₹1.51b (up 54% from FY 2024). Profit margin: 4.4% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • May 22Subros Limited, Annual General Meeting, Sep 17, 2025Subros Limited, Annual General Meeting, Sep 17, 2025.お知らせ • May 16Subros Limited to Report Q4, 2025 Results on May 22, 2025Subros Limited announced that they will report Q4, 2025 results on May 22, 2025Buy Or Sell Opportunity • May 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to ₹647. The fair value is estimated to be ₹537, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.分析記事 • Mar 25Is Subros Limited (NSE:SUBROS) Worth ₹611 Based On Its Intrinsic Value?Key Insights The projected fair value for Subros is ₹506 based on 2 Stage Free Cash Flow to Equity Subros is estimated...Buy Or Sell Opportunity • Mar 24Now 21% overvaluedOver the last 90 days, the stock has fallen 1.5% to ₹611. The fair value is estimated to be ₹506, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.Buy Or Sell Opportunity • Feb 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 4.6% to ₹634. The fair value is estimated to be ₹512, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.分析記事 • Feb 15We Ran A Stock Scan For Earnings Growth And Subros (NSE:SUBROS) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Buy Or Sell Opportunity • Feb 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.2% to ₹663. The fair value is estimated to be ₹548, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: ₹5.05 (vs ₹4.12 in 3Q 2024)Third quarter 2025 results: EPS: ₹5.05 (up from ₹4.12 in 3Q 2024). Revenue: ₹8.26b (up 13% from 3Q 2024). Net income: ₹329.2m (up 23% from 3Q 2024). Profit margin: 4.0% (up from 3.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 15Subros Limited to Report Q3, 2025 Results on Jan 30, 2025Subros Limited announced that they will report Q3, 2025 results on Jan 30, 2025Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹5.58 (vs ₹4.10 in 2Q 2024)Second quarter 2025 results: EPS: ₹5.58 (up from ₹4.10 in 2Q 2024). Revenue: ₹8.35b (up 2.6% from 2Q 2024). Net income: ₹364.2m (up 36% from 2Q 2024). Profit margin: 4.4% (up from 3.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 24Subros Limited to Report Q2, 2025 Results on Nov 07, 2024Subros Limited announced that they will report Q2, 2025 results on Nov 07, 2024分析記事 • Oct 23Here's What To Make Of Subros' (NSE:SUBROS) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...分析記事 • Sep 12Why We Think Shareholders May Be Considering Bumping Up Subros Limited's (NSE:SUBROS) CEO CompensationKey Insights Subros will host its Annual General Meeting on 18th of September Total pay for CEO Parmod Duggal includes...分析記事 • Sep 06Market Participants Recognise Subros Limited's (NSE:SUBROS) Earnings Pushing Shares 25% HigherThe Subros Limited ( NSE:SUBROS ) share price has done very well over the last month, posting an excellent gain of 25...Upcoming Dividend • Sep 04Upcoming dividend of ₹1.80 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 17 October 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.5%).New Risk • Aug 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Price Target Changed • Aug 25Price target increased by 9.0% to ₹779Up from ₹715, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of ₹750. Stock is up 100% over the past year. The company is forecast to post earnings per share of ₹23.78 for next year compared to ₹14.96 last year.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: ₹5.36 (vs ₹2.08 in 1Q 2024)First quarter 2025 results: EPS: ₹5.36 (up from ₹2.08 in 1Q 2024). Revenue: ₹8.13b (up 17% from 1Q 2024). Net income: ₹349.9m (up 158% from 1Q 2024). Profit margin: 4.3% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year.分析記事 • Aug 07We Ran A Stock Scan For Earnings Growth And Subros (NSE:SUBROS) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Jul 23Subros Limited to Report Q1, 2025 Results on Aug 12, 2024Subros Limited announced that they will report Q1, 2025 results on Aug 12, 2024分析記事 • Jul 05Subros Limited (NSE:SUBROS) Stocks Shoot Up 25% But Its P/E Still Looks ReasonableSubros Limited ( NSE:SUBROS ) shares have continued their recent momentum with a 25% gain in the last month alone. The...分析記事 • Jul 02Investors Could Be Concerned With Subros' (NSE:SUBROS) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • May 28Full year 2024 earnings released: EPS: ₹14.96 (vs ₹7.35 in FY 2023)Full year 2024 results: EPS: ₹14.96 (up from ₹7.35 in FY 2023). Revenue: ₹30.7b (up 9.4% from FY 2023). Net income: ₹976.1m (up 104% from FY 2023). Profit margin: 3.2% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.お知らせ • May 25Subros Limited, Annual General Meeting, Sep 18, 2024Subros Limited, Annual General Meeting, Sep 18, 2024, at 11:30 Indian Standard Time.お知らせ • May 24Subros Limited Board Recommends Dividend for the Financial Year Ended 31st March, 2024Subros Limited Board has recommended a dividend of INR 1.80 (90%) per equity share of INR 2 each for the financial year ended 31st March, 2024. The dividend is subject to approval of Shareholders at the upcoming Annual General Meeting of the Company.お知らせ • May 07Subros Limited to Report Q4, 2024 Results on May 23, 2024Subros Limited announced that they will report Q4, 2024 results on May 23, 2024分析記事 • Apr 26Does Subros (NSE:SUBROS) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Buy Or Sell Opportunity • Mar 14Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹514. The fair value is estimated to be ₹427, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 123% in the next 2 years.分析記事 • Mar 13Is Subros Limited (NSE:SUBROS) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights Using the 2 Stage Free Cash Flow to Equity, Subros fair value estimate is ₹428 Subros' ₹526 share price...Price Target Changed • Feb 01Price target increased by 8.9% to ₹560Up from ₹514, the current price target is an average from 4 analysts. New target price is 16% below last closing price of ₹663. Stock is up 125% over the past year. The company is forecast to post earnings per share of ₹15.20 for next year compared to ₹7.35 last year.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹713, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹345 per share.New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jan 18Subros Limited to Report Q3, 2024 Results on Jan 30, 2024Subros Limited announced that they will report Q3, 2024 results on Jan 30, 2024Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹628, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹346 per share.分析記事 • Dec 19Why Investors Shouldn't Be Surprised By Subros Limited's (NSE:SUBROS) 26% Share Price SurgeThe Subros Limited ( NSE:SUBROS ) share price has done very well over the last month, posting an excellent gain of 26...分析記事 • Dec 12Is Now The Time To Put Subros (NSE:SUBROS) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Price Target Changed • Nov 14Price target increased by 7.1% to ₹458Up from ₹427, the current price target is an average from 4 analysts. New target price is 12% above last closing price of ₹409. Stock is up 32% over the past year. The company is forecast to post earnings per share of ₹15.65 for next year compared to ₹7.35 last year.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: ₹4.10 (vs ₹1.49 in 2Q 2023)Second quarter 2024 results: EPS: ₹4.10 (up from ₹1.49 in 2Q 2023). Revenue: ₹8.13b (up 17% from 2Q 2023). Net income: ₹267.6m (up 175% from 2Q 2023). Profit margin: 3.3% (up from 1.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.お知らせ • Oct 20Subros Limited to Report Q2, 2024 Results on Nov 09, 2023Subros Limited announced that they will report Q2, 2024 results on Nov 09, 2023Upcoming Dividend • Aug 15Upcoming dividend of ₹1.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 22 August 2023. Payment date: 05 October 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.8%).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: ₹2.08 (vs ₹1.79 in 1Q 2023)First quarter 2024 results: EPS: ₹2.08 (up from ₹1.79 in 1Q 2023). Revenue: ₹6.93b (down 2.2% from 1Q 2023). Net income: ₹135.6m (up 16% from 1Q 2023). Profit margin: 2.0% (up from 1.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 24Subros Limited to Report Q1, 2024 Results on Aug 08, 2023Subros Limited announced that they will report Q1, 2024 results on Aug 08, 2023分析記事 • Jun 21Subros (NSE:SUBROS) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹434, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Auto Components industry in India. Total returns to shareholders of 146% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹213 per share.Price Target Changed • Jun 10Price target decreased by 8.0% to ₹360Down from ₹391, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₹349. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹14.65 for next year compared to ₹7.35 last year.お知らせ • May 27Subros Limited Proposes Dividend for the Year Ended March 31, 2023The board of directors of Subros Limited, at its board meeting held on May 25, 2023, recommended a dividend of INR 1.00 (50%) per equity share of INR 2.00 each for the year ended March 31, 2023. The dividend is subject to approval of shareholders at the upcoming Annual General Meeting of the Company.お知らせ • May 26Subros Limited, Annual General Meeting, Sep 05, 2023Subros Limited, Annual General Meeting, Sep 05, 2023.Reported Earnings • May 26Full year 2023 earnings released: EPS: ₹7.35 (vs ₹4.98 in FY 2022)Full year 2023 results: EPS: ₹7.35 (up from ₹4.98 in FY 2022). Revenue: ₹28.3b (up 26% from FY 2022). Net income: ₹479.2m (up 48% from FY 2022). Profit margin: 1.7% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • May 19Subros Limited to Report Q4, 2023 Results on May 25, 2023Subros Limited announced that they will report Q4, 2023 results on May 25, 2023Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: ₹1.26 (vs ₹1.16 in 3Q 2022)Third quarter 2023 results: EPS: ₹1.26 (up from ₹1.16 in 3Q 2022). Revenue: ₹6.55b (up 20% from 3Q 2022). Net income: ₹82.6m (up 9.4% from 3Q 2022). Profit margin: 1.3% (down from 1.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Jan 26Subros Limited Announces Board ChangesSubros Limited at its board meeting held on January 25, 2023 approved that Mr. Yasuhiro Lida has been appointed as Alternative Director to Mr. Hidemasa Takahashi in place of Mr. Yasuaki Matsunaga with effect from January 25, 2023. Mr. Yasuhiro Lida is PhD in production system engineering from Nagoya Institute of Technology. Lida san joined DENSO corporation in 1985 and in August 2008, he was appointed as the director, production engineering division, where he led the development of production systems for components in six different areas such as thermal, diesel, gasoline and ceramic. In 2011, Lida san was appointed as president of DENSO Thailand Co. Ltd. and in 2012, he was assigned as executive director of DENSO corporation. In 2015, he was appointed as CEO in the Asia-Pacific region (president, DENSO international Asia ltd.). In 2018, he was appointed as head of Thermal Systems Business Group and in 2011; he was named as the Head of Global Production Center. In 2022, as a head of Purchasing Group he led significant business of promoting carbon neutrality, digital transformation and BCP. He is presently the managing director of DENSO International India Pvt. ltd.お知らせ • Jan 11Subros Limited to Report Q3, 2023 Results on Jan 25, 2023Subros Limited announced that they will report Q3, 2023 results on Jan 25, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹1.49 (vs ₹0.76 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.49 (up from ₹0.76 in 2Q 2022). Revenue: ₹6.95b (up 31% from 2Q 2022). Net income: ₹97.3m (up 97% from 2Q 2022). Profit margin: 1.4% (up from 0.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: ₹1.49 (vs ₹0.76 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.49 (up from ₹0.76 in 2Q 2022). Revenue: ₹6.99b (up 32% from 2Q 2022). Net income: ₹97.3m (up 97% from 2Q 2022). Profit margin: 1.4% (up from 0.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹393, the stock trades at a trailing P/E ratio of 77.5x. Average trailing P/E is 23x in the Auto Components industry in India. Total returns to shareholders of 66% over the past three years.分析記事 • Sep 08Subros (NSE:SUBROS) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Upcoming Dividend • Jul 21Upcoming dividend of ₹0.70 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 03 September 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (0.7%).Reported Earnings • Jul 16Full year 2022 earnings released: EPS: ₹4.98 (vs ₹7.27 in FY 2021)Full year 2022 results: EPS: ₹4.98 (down from ₹7.27 in FY 2021). Revenue: ₹22.4b (up 25% from FY 2021). Net income: ₹324.9m (down 31% from FY 2021). Profit margin: 1.5% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • May 30Full year 2022 earnings released: EPS: ₹4.98 (vs ₹7.27 in FY 2021)Full year 2022 results: EPS: ₹4.98 (down from ₹7.27 in FY 2021). Revenue: ₹22.4b (up 25% from FY 2021). Net income: ₹325.0m (down 31% from FY 2021). Profit margin: 1.5% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Price Target Changed • Apr 27Price target increased to ₹424Up from ₹351, the current price target is provided by 1 analyst. New target price is 21% above last closing price of ₹349. Stock is up 12% over the past year. The company posted earnings per share of ₹7.26 last year.Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.16 (down from ₹4.20 in 3Q 2021). Revenue: ₹5.48b (down 9.3% from 3Q 2021). Net income: ₹75.5m (down 73% from 3Q 2021). Profit margin: 1.4% (down from 4.5% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Dec 14Does Subros (NSE:SUBROS) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Price Target Changed • Oct 26Price target increased to ₹382Up from ₹351, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹380. Stock is up 35% over the past year. The company posted earnings per share of ₹7.26 last year.Reported Earnings • Oct 24Second quarter 2022 earnings released: EPS ₹0.76 (vs ₹2.72 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹5.29b (up 16% from 2Q 2021). Net income: ₹49.5m (down 72% from 2Q 2021). Profit margin: 0.9% (down from 3.9% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹381, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 21x in the Auto Components industry in India. Total returns to shareholders of 29% over the past three years.分析記事 • Sep 27Returns At Subros (NSE:SUBROS) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Whole Time Director Parmod Duggal was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.株主還元SUBROSIN Auto ComponentsIN 市場7D-2.3%-0.7%-1.5%1Y-11.4%13.5%-2.9%株主還元を見る業界別リターン: SUBROS過去 1 年間で13.5 % の収益を上げたIndian Auto Components業界を下回りました。リターン対市場: SUBROSは、過去 1 年間で-2.9 % のリターンを上げたIndian市場を下回りました。価格変動Is SUBROS's price volatile compared to industry and market?SUBROS volatilitySUBROS Average Weekly Movement6.5%Auto Components Industry Average Movement6.2%Market Average Movement6.8%10% most volatile stocks in IN Market9.9%10% least volatile stocks in IN Market4.4%安定した株価: SUBROS 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SUBROSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19853,908Parmod Duggalwww.subros.comサブロス社はインドで自動車用熱製品の製造・販売を行っている。コンプレッサー、自動車用コンデンサー、ヒーター、エバポレーター、ブロワーユニットなどの暖房・換気・空調システム、チューブ・ホース、バス用AC、鉄道エンジン用運転室AC、商業用・家庭用AC、輸送用冷凍システム、トラック用キャビンACシステム、オフローダー用ACシステムなどを提供。また、製品の輸出も行っている。同社は1985年に設立され、インドのニューデリーに本社を置いている。もっと見るSubros Limited 基礎のまとめSubros の収益と売上を時価総額と比較するとどうか。SUBROS 基礎統計学時価総額₹53.25b収益（TTM）₹1.74b売上高(TTM)₹37.56b31.7xPER（株価収益率1.5xP/SレシオSUBROS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SUBROS 損益計算書（TTM）収益₹37.56b売上原価₹27.36b売上総利益₹10.19bその他の費用₹8.46b収益₹1.74b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）26.63グロス・マージン27.14%純利益率4.63%有利子負債／自己資本比率6.0%SUBROS の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.4%現在の配当利回り11%配当性向SUBROS 配当は確実ですか？SUBROS 配当履歴とベンチマークを見るSUBROS 、いつまでに購入すれば配当金を受け取れますか？Subros 配当日配当落ち日Sep 11 2026配当支払日Oct 18 2026配当落ちまでの日数72 days配当支払日までの日数109 daysSUBROS 配当は確実ですか？SUBROS 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/30 15:12終値2026/06/30 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Subros Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Annamalai Jayaraj360 ONE Capital Market Private LimitedMukesh SarafAvendus Sparknull nullEquirus Securities Private Limited4 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹856, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 30x in the Auto Components industry in India. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹649 per share.
Buy Or Sell Opportunity • Jun 22Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to ₹856. The fair value is estimated to be ₹649, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
分析記事 • May 25Subros' (NSE:SUBROS) Solid Profits Have Weak FundamentalsLast week's profit announcement from Subros Limited ( NSE:SUBROS ) was underwhelming for investors, despite headline...
Declared Dividend • May 20Dividend increased to ₹3.00Dividend of ₹3.00 is 15% higher than last year. Ex-date: 11th September 2026 Payment date: 18th October 2026 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 19+ 1 more updateSubros Limited, Annual General Meeting, Sep 18, 2026Subros Limited, Annual General Meeting, Sep 18, 2026.
Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹25.39 (vs ₹23.08 in FY 2025)Full year 2026 results: EPS: ₹25.39 (up from ₹23.08 in FY 2025). Revenue: ₹37.9b (up 13% from FY 2025). Net income: ₹1.74b (up 15% from FY 2025). Profit margin: 4.6% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹856, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 30x in the Auto Components industry in India. Total returns to shareholders of 91% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹649 per share.
Buy Or Sell Opportunity • Jun 22Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to ₹856. The fair value is estimated to be ₹649, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
分析記事 • May 25Subros' (NSE:SUBROS) Solid Profits Have Weak FundamentalsLast week's profit announcement from Subros Limited ( NSE:SUBROS ) was underwhelming for investors, despite headline...
Declared Dividend • May 20Dividend increased to ₹3.00Dividend of ₹3.00 is 15% higher than last year. Ex-date: 11th September 2026 Payment date: 18th October 2026 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 19+ 1 more updateSubros Limited, Annual General Meeting, Sep 18, 2026Subros Limited, Annual General Meeting, Sep 18, 2026.
Reported Earnings • May 19Full year 2026 earnings released: EPS: ₹25.39 (vs ₹23.08 in FY 2025)Full year 2026 results: EPS: ₹25.39 (up from ₹23.08 in FY 2025). Revenue: ₹37.9b (up 13% from FY 2025). Net income: ₹1.74b (up 15% from FY 2025). Profit margin: 4.6% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • May 07Subros Limited to Report Q4, 2026 Results on May 18, 2026Subros Limited announced that they will report Q4, 2026 results on May 18, 2026
Buy Or Sell Opportunity • Apr 08Now 25% overvaluedOver the last 90 days, the stock has fallen 15% to ₹726. The fair value is estimated to be ₹582, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Buy Or Sell Opportunity • Mar 10Now 21% overvaluedOver the last 90 days, the stock has fallen 17% to ₹701. The fair value is estimated to be ₹581, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 43%. Revenue is forecast to grow by 30% in 2 years. Earnings are forecast to grow by 54% in the next 2 years.
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: ₹6.57 (vs ₹5.05 in 3Q 2025)Third quarter 2026 results: EPS: ₹6.57 (up from ₹5.05 in 3Q 2025). Revenue: ₹9.48b (up 15% from 3Q 2025). Net income: ₹428.3m (up 30% from 3Q 2025). Profit margin: 4.5% (up from 4.0% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 43% per year whereas the company’s share price has increased by 40% per year.
分析記事 • Jan 13Subros Limited (NSE:SUBROS) Not Flying Under The RadarSubros Limited's ( NSE:SUBROS ) price-to-earnings (or "P/E") ratio of 33.4x might make it look like a sell right now...
お知らせ • Jan 09Subros Limited to Report Q3, 2026 Results on Jan 30, 2026Subros Limited announced that they will report Q3, 2026 results on Jan 30, 2026
Price Target Changed • Nov 12Price target increased by 9.5% to ₹963Up from ₹879, the current price target is an average from 3 analysts. New target price is 6.3% above last closing price of ₹906. Stock is up 46% over the past year. The company is forecast to post earnings per share of ₹27.00 for next year compared to ₹23.08 last year.
Reported Earnings • Nov 11Second quarter 2026 earnings released: EPS: ₹6.14 (vs ₹5.58 in 2Q 2025)Second quarter 2026 results: EPS: ₹6.14 (up from ₹5.58 in 2Q 2025). Revenue: ₹8.99b (up 8.6% from 2Q 2025). Net income: ₹407.4m (up 12% from 2Q 2025). Profit margin: 4.5% (up from 4.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 43% per year.
お知らせ • Nov 03Subros Limited to Report Q2, 2026 Results on Nov 10, 2025Subros Limited announced that they will report Q2, 2026 results on Nov 10, 2025
分析記事 • Sep 24Earnings Not Telling The Story For Subros Limited (NSE:SUBROS) After Shares Rise 30%Subros Limited ( NSE:SUBROS ) shareholders would be excited to see that the share price has had a great month, posting...
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹1,129, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 30x in the Auto Components industry in India. Total returns to shareholders of 224% over the past three years.
分析記事 • Sep 11This Is The Reason Why We Think Subros Limited's (NSE:SUBROS) CEO Might Be UnderpaidKey Insights Subros to hold its Annual General Meeting on 17th of September CEO Parmod Duggal's total compensation...
Upcoming Dividend • Sep 04Upcoming dividend of ₹2.60 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 16 October 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.6%).
分析記事 • Aug 28Subros' (NSE:SUBROS) Dividend Will Be Increased To ₹2.60Subros Limited ( NSE:SUBROS ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 • Aug 25Does Subros (NSE:SUBROS) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: ₹6.26 (vs ₹5.36 in 1Q 2025)First quarter 2026 results: EPS: ₹6.26 (up from ₹5.36 in 1Q 2025). Revenue: ₹8.84b (up 9.2% from 1Q 2025). Net income: ₹408.3m (up 17% from 1Q 2025). Profit margin: 4.6% (up from 4.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26Subros Limited to Report Q1, 2026 Results on Aug 07, 2025Subros Limited announced that they will report Q1, 2026 results on Aug 07, 2025
New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Jun 13Subros' (NSE:SUBROS) Returns On Capital Are Heading HigherIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹861, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 209% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹491 per share.
分析記事 • May 27Optimistic Investors Push Subros Limited (NSE:SUBROS) Shares Up 30% But Growth Is LackingThe Subros Limited ( NSE:SUBROS ) share price has done very well over the last month, posting an excellent gain of 30...
Declared Dividend • May 24Dividend increased to ₹2.60Dividend of ₹2.60 is 44% higher than last year. Ex-date: 11th September 2025 Payment date: 17th October 2025 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 23Subros Limited announces Annual dividend, payable on October 17, 2025Subros Limited announced Annual dividend of INR 2.6000 per share payable on October 17, 2025, ex-date on September 11, 2025 and record date on September 11, 2025.
Reported Earnings • May 23Full year 2025 earnings released: EPS: ₹23.07 (vs ₹14.96 in FY 2024)Full year 2025 results: EPS: ₹23.07 (up from ₹14.96 in FY 2024). Revenue: ₹33.9b (up 10% from FY 2024). Net income: ₹1.51b (up 54% from FY 2024). Profit margin: 4.4% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • May 22Subros Limited, Annual General Meeting, Sep 17, 2025Subros Limited, Annual General Meeting, Sep 17, 2025.
お知らせ • May 16Subros Limited to Report Q4, 2025 Results on May 22, 2025Subros Limited announced that they will report Q4, 2025 results on May 22, 2025
Buy Or Sell Opportunity • May 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.1% to ₹647. The fair value is estimated to be ₹537, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
分析記事 • Mar 25Is Subros Limited (NSE:SUBROS) Worth ₹611 Based On Its Intrinsic Value?Key Insights The projected fair value for Subros is ₹506 based on 2 Stage Free Cash Flow to Equity Subros is estimated...
Buy Or Sell Opportunity • Mar 24Now 21% overvaluedOver the last 90 days, the stock has fallen 1.5% to ₹611. The fair value is estimated to be ₹506, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
Buy Or Sell Opportunity • Feb 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 4.6% to ₹634. The fair value is estimated to be ₹512, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
分析記事 • Feb 15We Ran A Stock Scan For Earnings Growth And Subros (NSE:SUBROS) Passed With EaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Buy Or Sell Opportunity • Feb 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.2% to ₹663. The fair value is estimated to be ₹548, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: ₹5.05 (vs ₹4.12 in 3Q 2024)Third quarter 2025 results: EPS: ₹5.05 (up from ₹4.12 in 3Q 2024). Revenue: ₹8.26b (up 13% from 3Q 2024). Net income: ₹329.2m (up 23% from 3Q 2024). Profit margin: 4.0% (up from 3.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 15Subros Limited to Report Q3, 2025 Results on Jan 30, 2025Subros Limited announced that they will report Q3, 2025 results on Jan 30, 2025
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: ₹5.58 (vs ₹4.10 in 2Q 2024)Second quarter 2025 results: EPS: ₹5.58 (up from ₹4.10 in 2Q 2024). Revenue: ₹8.35b (up 2.6% from 2Q 2024). Net income: ₹364.2m (up 36% from 2Q 2024). Profit margin: 4.4% (up from 3.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 24Subros Limited to Report Q2, 2025 Results on Nov 07, 2024Subros Limited announced that they will report Q2, 2025 results on Nov 07, 2024
分析記事 • Oct 23Here's What To Make Of Subros' (NSE:SUBROS) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 • Sep 12Why We Think Shareholders May Be Considering Bumping Up Subros Limited's (NSE:SUBROS) CEO CompensationKey Insights Subros will host its Annual General Meeting on 18th of September Total pay for CEO Parmod Duggal includes...
分析記事 • Sep 06Market Participants Recognise Subros Limited's (NSE:SUBROS) Earnings Pushing Shares 25% HigherThe Subros Limited ( NSE:SUBROS ) share price has done very well over the last month, posting an excellent gain of 25...
Upcoming Dividend • Sep 04Upcoming dividend of ₹1.80 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 17 October 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.5%).
New Risk • Aug 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Price Target Changed • Aug 25Price target increased by 9.0% to ₹779Up from ₹715, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of ₹750. Stock is up 100% over the past year. The company is forecast to post earnings per share of ₹23.78 for next year compared to ₹14.96 last year.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: ₹5.36 (vs ₹2.08 in 1Q 2024)First quarter 2025 results: EPS: ₹5.36 (up from ₹2.08 in 1Q 2024). Revenue: ₹8.13b (up 17% from 1Q 2024). Net income: ₹349.9m (up 158% from 1Q 2024). Profit margin: 4.3% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 28% per year.
分析記事 • Aug 07We Ran A Stock Scan For Earnings Growth And Subros (NSE:SUBROS) Passed With EaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Jul 23Subros Limited to Report Q1, 2025 Results on Aug 12, 2024Subros Limited announced that they will report Q1, 2025 results on Aug 12, 2024
分析記事 • Jul 05Subros Limited (NSE:SUBROS) Stocks Shoot Up 25% But Its P/E Still Looks ReasonableSubros Limited ( NSE:SUBROS ) shares have continued their recent momentum with a 25% gain in the last month alone. The...
分析記事 • Jul 02Investors Could Be Concerned With Subros' (NSE:SUBROS) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • May 28Full year 2024 earnings released: EPS: ₹14.96 (vs ₹7.35 in FY 2023)Full year 2024 results: EPS: ₹14.96 (up from ₹7.35 in FY 2023). Revenue: ₹30.7b (up 9.4% from FY 2023). Net income: ₹976.1m (up 104% from FY 2023). Profit margin: 3.2% (up from 1.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
お知らせ • May 25Subros Limited, Annual General Meeting, Sep 18, 2024Subros Limited, Annual General Meeting, Sep 18, 2024, at 11:30 Indian Standard Time.
お知らせ • May 24Subros Limited Board Recommends Dividend for the Financial Year Ended 31st March, 2024Subros Limited Board has recommended a dividend of INR 1.80 (90%) per equity share of INR 2 each for the financial year ended 31st March, 2024. The dividend is subject to approval of Shareholders at the upcoming Annual General Meeting of the Company.
お知らせ • May 07Subros Limited to Report Q4, 2024 Results on May 23, 2024Subros Limited announced that they will report Q4, 2024 results on May 23, 2024
分析記事 • Apr 26Does Subros (NSE:SUBROS) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Buy Or Sell Opportunity • Mar 14Now 20% overvaluedThe stock has been flat over the last 90 days, currently trading at ₹514. The fair value is estimated to be ₹427, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 123% in the next 2 years.
分析記事 • Mar 13Is Subros Limited (NSE:SUBROS) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights Using the 2 Stage Free Cash Flow to Equity, Subros fair value estimate is ₹428 Subros' ₹526 share price...
Price Target Changed • Feb 01Price target increased by 8.9% to ₹560Up from ₹514, the current price target is an average from 4 analysts. New target price is 16% below last closing price of ₹663. Stock is up 125% over the past year. The company is forecast to post earnings per share of ₹15.20 for next year compared to ₹7.35 last year.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹713, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 115% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹345 per share.
New Risk • Jan 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jan 18Subros Limited to Report Q3, 2024 Results on Jan 30, 2024Subros Limited announced that they will report Q3, 2024 results on Jan 30, 2024
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹628, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹346 per share.
分析記事 • Dec 19Why Investors Shouldn't Be Surprised By Subros Limited's (NSE:SUBROS) 26% Share Price SurgeThe Subros Limited ( NSE:SUBROS ) share price has done very well over the last month, posting an excellent gain of 26...
分析記事 • Dec 12Is Now The Time To Put Subros (NSE:SUBROS) On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Price Target Changed • Nov 14Price target increased by 7.1% to ₹458Up from ₹427, the current price target is an average from 4 analysts. New target price is 12% above last closing price of ₹409. Stock is up 32% over the past year. The company is forecast to post earnings per share of ₹15.65 for next year compared to ₹7.35 last year.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: ₹4.10 (vs ₹1.49 in 2Q 2023)Second quarter 2024 results: EPS: ₹4.10 (up from ₹1.49 in 2Q 2023). Revenue: ₹8.13b (up 17% from 2Q 2023). Net income: ₹267.6m (up 175% from 2Q 2023). Profit margin: 3.3% (up from 1.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Oct 20Subros Limited to Report Q2, 2024 Results on Nov 09, 2023Subros Limited announced that they will report Q2, 2024 results on Nov 09, 2023
Upcoming Dividend • Aug 15Upcoming dividend of ₹1.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 22 August 2023. Payment date: 05 October 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.8%).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: ₹2.08 (vs ₹1.79 in 1Q 2023)First quarter 2024 results: EPS: ₹2.08 (up from ₹1.79 in 1Q 2023). Revenue: ₹6.93b (down 2.2% from 1Q 2023). Net income: ₹135.6m (up 16% from 1Q 2023). Profit margin: 2.0% (up from 1.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 24Subros Limited to Report Q1, 2024 Results on Aug 08, 2023Subros Limited announced that they will report Q1, 2024 results on Aug 08, 2023
分析記事 • Jun 21Subros (NSE:SUBROS) Will Be Hoping To Turn Its Returns On Capital AroundDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Valuation Update With 7 Day Price Move • Jun 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹434, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Auto Components industry in India. Total returns to shareholders of 146% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹213 per share.
Price Target Changed • Jun 10Price target decreased by 8.0% to ₹360Down from ₹391, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of ₹349. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹14.65 for next year compared to ₹7.35 last year.
お知らせ • May 27Subros Limited Proposes Dividend for the Year Ended March 31, 2023The board of directors of Subros Limited, at its board meeting held on May 25, 2023, recommended a dividend of INR 1.00 (50%) per equity share of INR 2.00 each for the year ended March 31, 2023. The dividend is subject to approval of shareholders at the upcoming Annual General Meeting of the Company.
お知らせ • May 26Subros Limited, Annual General Meeting, Sep 05, 2023Subros Limited, Annual General Meeting, Sep 05, 2023.
Reported Earnings • May 26Full year 2023 earnings released: EPS: ₹7.35 (vs ₹4.98 in FY 2022)Full year 2023 results: EPS: ₹7.35 (up from ₹4.98 in FY 2022). Revenue: ₹28.3b (up 26% from FY 2022). Net income: ₹479.2m (up 48% from FY 2022). Profit margin: 1.7% (up from 1.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Auto Components industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • May 19Subros Limited to Report Q4, 2023 Results on May 25, 2023Subros Limited announced that they will report Q4, 2023 results on May 25, 2023
Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: ₹1.26 (vs ₹1.16 in 3Q 2022)Third quarter 2023 results: EPS: ₹1.26 (up from ₹1.16 in 3Q 2022). Revenue: ₹6.55b (up 20% from 3Q 2022). Net income: ₹82.6m (up 9.4% from 3Q 2022). Profit margin: 1.3% (down from 1.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Jan 26Subros Limited Announces Board ChangesSubros Limited at its board meeting held on January 25, 2023 approved that Mr. Yasuhiro Lida has been appointed as Alternative Director to Mr. Hidemasa Takahashi in place of Mr. Yasuaki Matsunaga with effect from January 25, 2023. Mr. Yasuhiro Lida is PhD in production system engineering from Nagoya Institute of Technology. Lida san joined DENSO corporation in 1985 and in August 2008, he was appointed as the director, production engineering division, where he led the development of production systems for components in six different areas such as thermal, diesel, gasoline and ceramic. In 2011, Lida san was appointed as president of DENSO Thailand Co. Ltd. and in 2012, he was assigned as executive director of DENSO corporation. In 2015, he was appointed as CEO in the Asia-Pacific region (president, DENSO international Asia ltd.). In 2018, he was appointed as head of Thermal Systems Business Group and in 2011; he was named as the Head of Global Production Center. In 2022, as a head of Purchasing Group he led significant business of promoting carbon neutrality, digital transformation and BCP. He is presently the managing director of DENSO International India Pvt. ltd.
お知らせ • Jan 11Subros Limited to Report Q3, 2023 Results on Jan 25, 2023Subros Limited announced that they will report Q3, 2023 results on Jan 25, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹1.49 (vs ₹0.76 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.49 (up from ₹0.76 in 2Q 2022). Revenue: ₹6.95b (up 31% from 2Q 2022). Net income: ₹97.3m (up 97% from 2Q 2022). Profit margin: 1.4% (up from 0.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: ₹1.49 (vs ₹0.76 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.49 (up from ₹0.76 in 2Q 2022). Revenue: ₹6.99b (up 32% from 2Q 2022). Net income: ₹97.3m (up 97% from 2Q 2022). Profit margin: 1.4% (up from 0.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 09Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹393, the stock trades at a trailing P/E ratio of 77.5x. Average trailing P/E is 23x in the Auto Components industry in India. Total returns to shareholders of 66% over the past three years.
分析記事 • Sep 08Subros (NSE:SUBROS) Is Reinvesting At Lower Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Upcoming Dividend • Jul 21Upcoming dividend of ₹0.70 per shareEligible shareholders must have bought the stock before 28 July 2022. Payment date: 03 September 2022. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (0.7%).
Reported Earnings • Jul 16Full year 2022 earnings released: EPS: ₹4.98 (vs ₹7.27 in FY 2021)Full year 2022 results: EPS: ₹4.98 (down from ₹7.27 in FY 2021). Revenue: ₹22.4b (up 25% from FY 2021). Net income: ₹324.9m (down 31% from FY 2021). Profit margin: 1.5% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • May 30Full year 2022 earnings released: EPS: ₹4.98 (vs ₹7.27 in FY 2021)Full year 2022 results: EPS: ₹4.98 (down from ₹7.27 in FY 2021). Revenue: ₹22.4b (up 25% from FY 2021). Net income: ₹325.0m (down 31% from FY 2021). Profit margin: 1.5% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Price Target Changed • Apr 27Price target increased to ₹424Up from ₹351, the current price target is provided by 1 analyst. New target price is 21% above last closing price of ₹349. Stock is up 12% over the past year. The company posted earnings per share of ₹7.26 last year.
Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹1.16 (down from ₹4.20 in 3Q 2021). Revenue: ₹5.48b (down 9.3% from 3Q 2021). Net income: ₹75.5m (down 73% from 3Q 2021). Profit margin: 1.4% (down from 4.5% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Dec 14Does Subros (NSE:SUBROS) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Price Target Changed • Oct 26Price target increased to ₹382Up from ₹351, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of ₹380. Stock is up 35% over the past year. The company posted earnings per share of ₹7.26 last year.
Reported Earnings • Oct 24Second quarter 2022 earnings released: EPS ₹0.76 (vs ₹2.72 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹5.29b (up 16% from 2Q 2021). Net income: ₹49.5m (down 72% from 2Q 2021). Profit margin: 0.9% (down from 3.9% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹381, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 21x in the Auto Components industry in India. Total returns to shareholders of 29% over the past three years.
分析記事 • Sep 27Returns At Subros (NSE:SUBROS) Appear To Be Weighed DownThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Whole Time Director Parmod Duggal was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
