Subros Approves Capacity Expansion, Director Changes, and Q3 FY26 Results
Subros Limited reported Q3 FY26 results with consolidated revenue of ₹947.68 crore and profit after tax of ₹34.75 crore. The board approved capacity expansion at Karsanpura, Gujarat, including ₹175 crore for electric compressors and ₹90 crore for ICE compressors. Key management changes include the appointment of Mr. Naohisa Kuriyama as Nominee Director.
The capacity addition plans represent a substantial investment and strategic expansion for the company, which will have a significant long-term impact on its business operations and financial performance. The financial results also indicate a positive trend.
The company reported positive financial results and approved significant capacity additions, indicating growth and expansion. The changes in directorship are routine and do not detract from the overall positive outlook.
Subros Limited announced the outcome of its Board Meeting held on January 30, 2026. The Board approved the unaudited financial results for the quarter and nine months ended December 31, 2025.
The company also approved a significant capacity addition at its Karsanpura, Gujarat manufacturing unit. This includes a proposed addition of 4,00,000 electric compressors per year, requiring an investment of ₹175 crore, financed by 75% debt and 25% internal accruals. Additionally, the ICE-compressor capacity will be expanded by 5,00,000 units per year with an investment of ₹90 crore, funded by internal accruals. These expansions are planned to be completed within 21 and 24 months, respectively.
In terms of personnel changes, Mr. Yusuke Hara resigned as Nominee Director, effective January 30, 2026, due to a change in nomination by M/s DENSO Corporation, Japan. Concurrently, Mr. Naohisa Kuriyama was appointed as the new Nominee Director from M/s DENSO Corporation, Japan, subject to shareholder approval. Dr. Yasuhiro lida also vacated his office as Alternate Director to Mr. Yusuke Hara. Mr. Tsunenobu Hori has been appointed as an Alternate Director to Mr. Naohisa Kuriyama, also subject to shareholder approval. The Board also approved the postal ballot notice for seeking shareholder approval for these appointments.
The financial results for the quarter ended December 31, 2025, showed revenue from operations at ₹94,768 lakhs (₹947.68 crore) and profit after tax of ₹3,484 lakhs (₹34.84 crore) on a standalone basis. Consolidated revenue from operations was ₹94,768 lakhs (₹947.68 crore) with profit after tax of ₹3,475 lakhs (₹34.75 crore). An exceptional item of ₹808 lakhs related to the impact of new Labour Codes was also reported.
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