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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
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The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
The BSE, founded in 1875, is Asia's oldest stock exchange — it started under a banyan tree on Dalal Street, where the bronze bull stands today.
Subros Limited is an India-based manufacturer of thermal products for automotive applications. The Company specialized in heating, ventilation, and comfort air conditioning systems for passenger cabins. The Company offers advanced air conditioning solutions tailored for…
Weekly engine runs — movement reflects the numbers, not analyst opinion.
A high-quality, fast-growing business, trading cheap versus its own history.
Subros is scored on the general / industrial framework. It keeps a slim 4.4% of every rupee of sales as net profit. Cash conversion lags the reported profit (CFO/PAT 0.64×) — worth a closer look. Free cash flow is worth about -0.8% of its market value.
Over the last 3 years revenue compounded at 10%/yr and profit at 51%/yr. Book value has grown 13%/yr. Return on equity is a healthy 13.0%. In the latest quarter profit fell 16% versus the prior quarter.
At 24× earnings, the stock sits at the 2nd percentile of its own 3.6-year range — the cheap end of where it has historically traded. Today's price implies ~11%/yr earnings growth for a decade. The books come through clean — a forensic grade of A, and Altman puts distress risk in the safe zone.
A plain-English restatement of the figures on this page — rules-based, for education and research context, not investment advice or a recommendation.
| Ratio | Company | Sector | Read |
|---|---|---|---|
| P/E | 23.12 | 38.56 | better |
| P/B | 3.01 | 4.21 | better |
| EV/EBITDA | 11.16 | 18 | better |
| ROE | 13 | 13.33 | worse |
| ROCE | 16.27 | 11.96 | better |
| ROA | 7.04 | 5.52 | better |
| Quick Ratio | 1.02 | 3.56 | worse |
| Peer | P/E | P/B | ROE |
|---|---|---|---|
| Samvardhana Motherson Intl | 34.3 | 3.6 | 10.4% |
| Bosch | 63.4 | 10.1 | 15.8% |
| Uno Minda | 54.4 | 10.3 | 17.7% |
Revenue has grown every year across all 4 financial years shown. 10% CAGR over 3 years — steady double-digit compounder.
Net profit has risen every year — the hallmark of a compounder. Profit is growing faster than revenue (51% vs 10%) — margin expansion is at work.
Operating margin has expanded from 3% to 6% — the business is keeping more of each rupee earned.
ROE at 13% — a respectable return on shareholder capital. Capital efficiency improving — ROE up 8pp across the window.
EPS has grown every year — each share earns more than the last, consistently. 51% EPS CAGR — this is the rate at which each share's claim on earnings is compounding.
Operating cash flow has been positive every year — the business generates real cash, not just accounting profit. Investing outflows exceed operating cash — the company relies on external funding to finance expansion. Raising capital despite positive cash flow — could signal expansion plans or opportunistic fundraising.
When operating cash keeps pace with reported profit, earnings are cash-backed; a persistent shortfall is a quality flag.
Revenue broadly flat QoQ — stable but not accelerating. Run-rate stepping up — recent quarters average 13% above earlier ones.
Profit fell 16% QoQ — one-quarter drops can be noise, but a pattern matters.
How today's P/E compares to the stock's own historical range. Dashed line = the 3.6y median.
Promoters at 36.8% — dispersed ownership; institutional flows drive the stock.
Produced by a rules-based engine over licensed exchange fundamentals — every sentence above is derived from the numbers shown, no analyst or AI opinion involved. Education and research context, not investment advice. We are not SEBI-registered as an Investment Adviser or Research Analyst.