Auto Parts
Subros Limited Q2 Fy26-27 Results: Revenue Up 36%, PAT Grows 10%
Subros Limited reports a 36% revenue increase and a 10% PAT growth in Q2 FY26-27, driven by higher market demand.
Subros Limited, the largest air conditioning and thermal products company in India, has announced its financial results for Quarter 2, FY 2026-27. The company reported a significant revenue growth of 36.27% and a PAT increase of 9.93% for the quarter ending September 30, 2026, compared to the same period last year.
Revenue Growth
The revenue for Q2 FY26-27 stood at Rs. 1,198.90 crore, marking a substantial 36.27% increase from Rs. 876.62 crore in Q2 FY25-26. This growth is attributed to increased market demand and new business awards.
Profitability
The company’s PAT for Q2 FY26-27 was Rs. 73.74 crore, up from Rs. 61.91 crore in the corresponding quarter last year, reflecting a 9.93% increase. The EBITDA and PBT also saw growth, rising by 3.96% and 10.02% respectively.
Operational Highlights
Subros Limited continues to expand its production capacities with the start of operations for two new models for ICE vehicles in Q2 2026-27. The company also reported a new business award for future programs in HVAC, Compressor, and HX segments. Additionally, the Kharkhoda plant (greenfield project) and the Karsanpura plant (expansion) are in progress to boost FDC capacities and electric compressor expansion.
As the company moves forward, it remains focused on productivity, localization, cost optimization, and operating leverage to sustain its growth trajectory.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Subros Limited
Subros Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
Subros drops 17.3% over three months and trades near its 52-week lows. The PEG of 0.51 signals undervaluation relative to growth. It is a potential re-rating candidate. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock sits at 8% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 10.2% and profits at 51.2% CAGR, with D/E of 0.00. Meanwhile, the stock dips 17.3% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Subros Limited.
Auto Parts
Endurance Technologies Limited (endurance) Q2 FY27: PAT Up 20.7%, Revenue Growth Accelerates
Endurance Technologies Limited (ENDURANCE) reports a 20.7% rise in PAT for Q2 FY27, with revenue growth accelerating significantly.
Endurance Technologies Limited (NSE: ENDURANCE) announced its financial results for the quarter and half-year ended 30th September 2026, showcasing a robust performance across various metrics. The company’s profit after tax (PAT) rose by 20.7% to INR 274 crore for Q2 FY27 compared to INR 227 crore in the same period last year.
Financial Highlights
The consolidated total income, including other income, increased by 31.6% year-on-year to INR 4,811 crore. The EBITDA margin stood at 12.6%, a slight dip from 14.0% in the corresponding period last year. The profit before tax (PBT) after exceptional items surged by 17.1% to INR 356 crore. Notably, the standalone topline grew by 40% and EBITDA by 18% on a year-on-year basis.
Market Performance
Endurance’s Managing Director, Mr. Anurang Jain, highlighted the company’s growth in the Indian automotive market, where two-wheeler sales volumes rose 18% year-on-year. The company also reported a 76% share of consolidated total income from Indian operations. In Europe, new car registrations grew by 5.6% year-on-year, driven by Chinese OEMs, and revenue in Euro terms also grew by the same percentage.
Future Outlook
Mr. Jain emphasized the company’s strategic initiatives, including the commissioning of the AURIC Shendra plant in India, which will produce advanced aluminium die-casting components. Additionally, the company has accelerated its acquisitions in Europe, including the full ownership of Stoferle and the acquisition of Fondalpress, to strengthen its manufacturing base and integration opportunities.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Endurance Technologies Limited
Endurance Technologies Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
Endurance falls 11.9% over three months and has not found a floor yet. Thin margins at 6.2% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The business compounds revenue at 18.2% and profits at 25.7% CAGR. That is strong double-digit growth on both counts. RSI stands at 26, well into oversold territory. Yet sellers still dominated on 20 of recent sessions versus 10 for buyers, so the pressure has not fully lifted. Revenue grows at 18.2% and profits at 25.7% CAGR, with D/E of 0.00. Meanwhile, the stock dips 11.9% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Endurance Technologies Limited.
ASAHIINDIA
Asahi India Glass Limited (asahiindia) Q2 FY27: Unaudited Financial Results Show Strong Revenue Growth and Margin Expansion
Asahi India Glass Limited (ASAHIINDIA) announced its Q2 FY27 results with a 36.9% YoY revenue growth and a 76.4% increase in EBITDA.
Asahi India Glass Limited (AIS), India’s leading integrated glass solutions provider, announced its Unaudited Financial Results for the quarter and half year ended September 30th, 2026. The company reported a strong revenue growth of 36.9% YoY and 12.1% QoQ, driven by higher automotive segment volumes and improved Float Glass realizations.
Key Financial Highlights
The consolidated total income for Q2 FY27 stood at ₹1,591 crores, up from ₹1,162.2 crores in Q2 FY26. The EBITDA surged 76.4% to ₹351.4 crores, while the EBITDA margin expanded to 22.1% compared to 17.1% in the same quarter last year. The Profit After Tax (PAT) grew 187.5% to ₹167.3 crores, reflecting a robust performance.
Segmental Performance
The automotive glass segment recorded a 30.8% YoY revenue growth to ₹1,065.9 crores, driven by robust passenger vehicle demand. The float glass segment saw a significant 58.4% increase in revenue to ₹608.1 crores, attributed to better product mix and operational efficiencies. The others segment also grew by 29.8% to ₹244.3 crores.
Despite elevated costs of goods sold (COGS), including energy costs, the company managed to mitigate the impact through renewable energy procurement and enhanced operational efficiencies.
Speaking on the occasion, Mr. Sanjay Labroo, Chairman & Managing Director, AIS, said, “I am pleased to share that Q2 FY27 has been our best-ever quarter of financial performance. Our net sales grew 36.9% to ₹1,591 crores, and EBITDA grew 76.4% to ₹351 crores. For H1 FY27, our net sales stood at approximately ₹3,010 crores, and EBITDA was 682 crores, representing YoY growth of 25.3% and 69.5% respectively.”
AIS continues to invest in expanding its manufacturing capacities, introducing new technology products and processes, and strengthening vertical integration to capitalize on structural growth opportunities across all business segments.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Asahi India Glass Limited
Asahi India Glass Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
Asahi posts a 4.8% three-month gain, but softens in the last few weeks. Thin margins at 8.5% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock gives back 3.0% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 7.0% CAGR and the PEG stands at 99.00. The growth does not match the price the market asks. Furthermore, flat price action adds no technical catalyst. A lower price or faster revenue growth would improve the odds. Check Fundamentals of Asahi India Glass Limited.
Auto Parts
Sedemac Mechatronics Limited Announces Investor/analyst Presentation Nov 2026
SEDEMAC Mechatronics Limited shares insights from its November 2026 investor/analyst presentation, highlighting financial performance and strategic growth.
SEDEMAC Mechatronics Limited, a leading provider of control-intensive Electronic Control Units (ECUs), held an investor/analyst presentation on November 3, 2026, to discuss its financial performance and strategic growth plans. The presentation highlighted significant milestones and future outlooks for the company.
Financial Performance
The company reported robust financial performance for H1FY27, with a 53% year-on-year increase in PAT to INR 72 Cr and a 26% rise in EBITDA to INR 136 Cr. Revenue from operations also grew by 41% year-on-year to INR 710 Cr, driven by the cumulative sale of over 14 million control-intensive ECUs.
Strategic Growth
SEDEMAC showcased its expanding market presence, particularly in the engine-powered and electric two/three-wheeler segments. The company has successfully ramped up its ISG ECU for export and ICE 3W, achieving widespread penetration domestically and internationally. Additionally, SEDEMAC has secured a business win for its ISG ECU and magneto kit from a European OEM, with a Software-over-the-Air (SoP) expected in H1FY28.
Future Outlook
Looking ahead, SEDEMAC plans to introduce new products, including MCUs for SoPs in FY26, EFI ECUs, and ACUs. The company also aims to expand its production capacity with new plants in Hosur/Shoolagiri and plans to start shipments of electric machines from Q3FY27. Despite challenges such as semiconductor supply chain tightening and commodity price inflation, SEDEMAC remains optimistic about its growth trajectory.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of SEDEMAC Mechatronics Limited
SEDEMAC Mechatronics Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.
SEDEMAC gains 19.7% over three months and trades near its 52-week highs. Revenue grows at 35.7% and profits at 129.5% CAGR. Both numbers are exceptional. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock trades at 82% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Both the business and the stock move in the right direction. Revenue grows at 35.7%, profits at 129.5%, and the PEG sits at 0.92 — below its growth rate. That combination is rare. Check Fundamentals of SEDEMAC Mechatronics Limited.
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