SUBROS

What Subros promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 19 tracked 3 delivered 2 missed 14 open
  • Truck AC Revenue delivered said Q2 FY25 Promised: ₹160-175 crores Q1 FY27: Promise was to achieve ₹160-175 crores. FY26 revenue was ₹263 crores, confirming prior achievement.
  • Import Content went quiet said Q2 FY25 Promised: <10% in next 2-3 years Q1 FY27: No update on the overall import content target. Management discussed localization for specific projects (e-compressor) but not the consolidated metric.
  • EBITDA Margin delayed said Q3 FY25 Promised: around 12% Q1 FY27: EBITDA margin at 8.43%. Management states the double-digit aspiration is 'slightly pushed out for the period' due to cost pressures.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 19 tracked commitments for Subros — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens