Subros517168Investor deck
Investor presentation for the quarter and half year ended 30th September, 2026
Subros has shared its investor presentation for the quarter and half year ended 30th September, 2026.
By ScoutQuest · · 2 min read
20%Denso shareholding
- Market Share
- 41% in Passenger Car AC and 43% in Truck Aircon/Blower
- Revenue from Operations
- Rs. 3756 Cr. (2025-26), US$ 425 Mn
- Shareholding Pattern
- Indian Promoters 36.79%, Denso 20%, Suzuki 11.96%, Public 31.25%
What has been shared
- Subros has submitted an investor presentation connected with its unaudited financial results for the quarter and half year ended 30th September, 2026.
- The presentation is the company's own summary material for investors, and it carries a safe harbour note stating that it may contain forward looking statements that involve risks and uncertainties.
How the company describes itself
- Established in 1985, Subros describes itself as the largest Air Conditioning & Thermal Products company in India.
- It is a joint venture, with equity held by Indian Promoters at 36.79%, Denso at 20%, Suzuki at 11.96% and the public at 31.25%.
- The business is described as an integrated thermal products manufacturer for auto and non-auto products, covering cars, buses, trucks, tractors, reefers, railways and home AC.
Scale and market position
- Revenue from operations is shown as Rs. 3756 Cr. (2025-26), or US$ 425 Mn.
- Market share is 41% in Passenger Car AC and 43% in Truck Aircon/Blower.
- Manufacturing and engineering footprint: 9 plant locations across India, 2 technical centres in Noida and 1 tool engineering centre in Noida.
- Certifications listed include IATF 16949:2016, ERM ISO 31000:2018 and ESH ISO 14001:2015, 45001:2018.
Board composition
- The board has 12 members in total – 3 from the Promoter group, 3 from the Collaborators and 6 Independent Directors.
- Ms. Shradha Suri is Chairperson & Managing Director and Mr. Parmod K. Duggal is Executive Director & CEO.
- The Suzuki and Denso representatives on the board are Mr. Hisashi Takeuchi, Mr. Naohisa Kuriyama and Mr. Akihiro Deguchi.
What this means for a retail reader
- This is routine investor communication that accompanies a quarterly result announcement, so it is best read as background material on the business rather than as a fresh event.
- The useful takeaways are the ownership split, the market share figures and the revenue base, which together show the company's position as a supplier of thermal and air conditioning products to vehicle makers and other segments.
- The presentation is a company-prepared document, and its forward looking statements are subject to risks and uncertainties as stated in it.
43%Market share – Truck Aircon/Blower
Public shareholding31.25%
Suzuki shareholding11.96%
Also from Subros
Subros posts audio recording of Nov 4, 2026 investor call on Q2/H1 FY2027 results
4 Nov 2026
ICRA AA (Stable)/A1+ reaffirmed; total bank facilities rated raised to Rs. 370.00 crore
3 Nov 2026
Consolidated results for the September 30, 2026 (UNAUDITED)
3 Nov 2026
More numbers
- Indian Promoters shareholding36.79%
- Denso shareholding20%
- Suzuki shareholding11.96%
- Public shareholding31.25%
- Revenue from operations (2025-26)Rs. 3756 Cr.
- Market share – Passenger Car AC41%
- Market share – Truck Aircon/Blower43%
- Total board members12 members
Source: BSE · 3 Nov 2026
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