Subros starts production at Kharkhoda plant, adding 4.5 lakh units a year

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Blacklitt Research28 October 20262 min read

Subros (NSE: SUBROS) has started commercial production at a greenfield plant at Kharkhoda, Sonipat, Haryana, adding 4.5 lakh units a year of HVAC and hose and tubes capacity, it said in a filing on 28 Oct 2026. The approximate investment is ₹150 crore.

Key highlights

Capacity addition: 4.5 lakh units per annum
Investment required: approximately ₹150 crore
Commercial operations started on 28 Oct 2026
Products: HVAC and Hose & Tubes

The plant in numbers

Item	Detail
Location	Tehsil Kharkhoda, District Sonipat, Haryana
Capacity added	4.5 lakh units per annum
Products	HVAC (air-conditioning system) and Hose & Tubes
Investment required	Approximately ₹150 crore
Mode of financing	Internal accruals and debts
Commercial operations	Commenced 28 Oct 2026
Stated rationale	To cater to increased customer demand

What the new plant adds

Subros has set up a greenfield manufacturing plant at Tehsil Kharkhoda in Sonipat district, Haryana, with a capacity addition of 4.5 lakh units per annum for HVAC and Hose & Tubes. The company says commercial operations at the plant commenced on 28 Oct 2026.

The company describes itself as the leading manufacturer of thermal products for automotive applications in India, in technical collaboration with DENSO Corporation, Japan, and as the only integrated manufacturing unit in India for auto air conditioning systems and thermal products. The company says the rationale for the plant is to cater to increased customer demand.

How the investment fits the company

The approximate ₹150 crore investment equals 3.9% of Subros's market value of ₹3,887 crore at the 28 Oct 2026 close. The company's latest reported quarter, Q1 FY27 on a consolidated basis, showed total income of ₹1,038.30 crore and net profit of ₹41.52 crore.

On 27 Oct 2026 the company also informed the exchanges about bagging or receiving orders or contracts, one day before this plant filing. The company says the Kharkhoda plant strengthens its long-term growth trajectory and its readiness to meet evolving market demand in mobility.

What the Kharkhoda plant means for Subros's shareholders

The plant adds production capacity for HVAC and Hose & Tubes and begins commercial operations on the day of the filing. The company's financing is internal accruals and debts, and the filing does not say what share of the investment is debt.

Not stated: the revenue or profit the plant will generate, how the ₹150 crore splits between HVAC and Hose & Tubes, the timeline for full capacity ramp-up, or which customers or orders will use the plant.

Reference: Original filing (PDF)

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