Talbros Automotive Components Limited — PPTs, 14-11-2024: Investor Presentation

**Financial Highlights:**

Talbros Automotive reported Q2 FY25 total income from operations of ₹220.2 Cr, reflecting a 12% increase year-on-year compared to ₹196.6 Cr in Q2 FY24. EBITDA rose 21% to ₹37.3 Cr, with a margin of 16.9% up from 15.6%. Profit after tax grew 17% to ₹23.4 Cr, boosting the PAT margin to 10.6%.

**Strategic Initiatives and Growth Drivers:**

The company secured new multi-year orders worth ₹580 Cr across its product lines, valuable for growth in conventional and electric vehicle segments. Management projects strong revenue growth of 13% CAGR in the gasket segment and a 23% CAGR in forgings by FY27.

**Business Developments:**

Notable product diversification includes exclusive contracts and an intention to expand export markets, aiming for a notable increase in the revenue share from exports, estimated to rise from 10% in FY18 to 22% by FY27.

**Market Position and Competitive Advantage:**

Talbros is a market leader in gaskets, with a 50% market share, and holds significant contracts with top OEMs including Maruti Suzuki and Tata Motors, tapping into both domestic and international markets.

**Investor Implications:**

Investors should note the strong order backlog and the positive trajectory in revenue segments, indicating potential for sustained growth and improved returns, making Talbros a company to watch closely in the automotive component space.