Talbros Automotive Components Limited — PPTs, 11-02-2025: Investor Presentation

**Financial Highlights:** Talbros Automotive Components Ltd. (TACL) reported consolidated revenue from operations of ₹204.4 Cr in Q3 FY25, up 1% year-on-year, with a total revenue increase of 9% to ₹633.8 Cr for the first nine months. EBITDA showed a solid growth of 7%, reaching ₹35.6 Cr in Q3, translating to an EBITDA margin improvement to 17.4%. Profit After Tax grew by 5% to ₹23.8 Cr for Q3, enhancing the PAT margin to 11.7%.

**Strategic Initiatives and Growth Drivers:** TACL secured multi-year orders totaling approximately ₹1,475 Cr for FY25, emphasizing strong demand across diverse product lines like gaskets, heat shields, and forgings. Additionally, EV component supply contracts, particularly in the growing electric vehicle sector, are expected to be significant growth drivers.

**Business Developments:** The company is well-positioned in the market, particularly in gaskets with a 50% market share. Strategic tie-ups with Magneti Marelli and Marugo Rubber add to TACL's capabilities and market reach.

**Market Position and Competitive Advantage:** TACL's diversified product portfolio and strong order book reflect its competitive edge in the automotive components sector. The robust performance showcases the company's commitment to innovation and customer satisfaction.

**Investor Implications:** With a solid order pipeline and growing revenues, there's a positive outlook for TACL. The focus on expanding the EV segment and maximized operational efficiency are likely to enhance investor confidence in future performance.