E-compressor Plant Commissioning
Construction of the Kasanpura Plant 2 for e-compressor localization (400,000 capacity) will complete by end of calendar year 2025, with SOP targeted December 2027 for initial three models.
SUBROS / guidance tracker
Keep management guidance in view.
Subros · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
expansion
Peak E-Compressor Revenue Potential
At peak capacity utilization, e-compressor business can generate ₹600-700 crore annually as existing models migrate to localized compressors and new models launch.
Long-term EBITDA Margin Target
Management reiterated the 12% EBITDA margin target but acknowledged it would take 1-2 years longer due to commodity/FX volatility headwinds and new project ramp-up costs.
Q4 Outlook
January trends are similar to Q3; Q4 is expected to be slightly better than Q3, though management refrained from providing specific percentage guidance.