Q2 2025 Subros Ltd Earnings Call Transcript
Key Points
- Subros Ltd (BOM:517168) achieved a revenue of 828 crores during the quarter, with a growth of 1.8%.
- The company reported a significant improvement in quarterly profitability, with a 16.8% increase.
- Subros Ltd has maintained a strong market share, with 43% in the passenger vehicle segment and 51% in the truck segment.
- The company remains debt-free in terms of long-term borrowing, allowing for healthier cash generation.
- Subros Ltd received prestigious awards from Mahindra and Mahindra Tractor Division and Daimler trucks for their collaborative efforts.
- The domestic market growth was modest at 0.5% in the first half of the year, below initial expectations.
- There was a muted demand in the domestic market, impacting overall growth in the industry.
- The passenger vehicle industry experienced slower than expected growth, with a degrowth of 0.7% in quarter two.
- Supply chain disruptions and logistic delays are ongoing, affecting the business environment.
- Working capital requirements increased, leading to slightly negative free cash flows in H1.
Ladies and gentlemen, good day. And welcome to the Subaru Limited Q2 FY25 earnings conference call hosted by Bartlewala and Karani Securities India Private Limited.
As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.
Please note that this conference is being recorded.
I now hand the conference over to Mr AnnamaLay from Bartlewala and Karani Securities India Private Limited.. Thank you. I know what to you, sir.
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Thanks Nega, welcome to Subro Limited to the conference from management. We have with us today, Mr Doug, Chief Executive Officer, Mr Herman Kumar Agarwal, Chief Financial Officer and senior Vice President, Finance and Mr Sumit Singh, Assistant Vice President Canem.
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