Subros – Q3-FY20: Buy on Correction – Signs of Headwinds Easing for Principal OEM Maruti Augurs Well
Subros Ltd (SUBR IN) is market leader in automotive AC parts with a 42% market share. MSIL is the largest customer (contributed 67% of 9m-FY20); it...
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Subros: In-Line Q2-FY19, Maintain Buy
BackgroundEstablished in 1985, Subros is the Largest Air Conditioning company in India with a 40% market share in Passenger Car AC. Its current...
410 Views
Subros: In-Line Q1-FY19, Maintain Buy, Several Levers of Strong Earnings Growth, High Mgt Pedigree
BackgroundEstablished in 1985, Subros is the Largest Air Conditioning company in India with a 40% market share in Passenger Car AC. Its current...
365 Views
My Hunch, You May Say, on Indian Markets and Possible Investing Strategy
My thoughts or hunch on probable direction of Indian markets and investing strategy -To my mind, investors - have mostly adjusted themselves to the...
201 Views
SUBROS: Strong Q4-FY18 – Re-Iterate ‘Buy’ Investment Thesis
Subros - High conviction of twin benefits of strong earnings & multiple expansion; dominant share in air-conditioning biz in Indian PCs seg;...
60 Views