Q3-FY26 · Pramod Kumar Dubal
This localization is a breakthrough for Indian OEM in terms of increasing their localization content. Of course margins will be comparable to our existing business. We'll not be able to compromise on the margin side.
SUBROS / language trends
Read confidence between the lines.
Subros · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Hemant Kumar Aaran
The impact on quarter-on-quarter basis is between half percent to 0.75%. Since market is volatile in commodity and foreign exchange, we need to see the margin growth on the contribution side more because that is directly reflected through the revenue growth.
Q3-FY26 · Pramod Kumar Dubal
Whatever we could do in terms of margin improvement, still our efforts are on, so we are very optimistic that the organization in next one to two years will be shaping up much better aligning to the industry, unless there is any geopolitical risk which may impact adversely but that would be to the whole industry not to Subros alone.