Talbros Automotive Components Limited — Investor Meet, 31-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Talbros Automotive Components reported 7% YoY revenue growth to INR845 Cr in FY25, with EBITDA up 16% to INR147 Cr and margin improving 130 bps to 17.4%. PAT rose 14% to INR94 Cr. Q4 revenue grew 2%, EBITDA margin expanded to 18.9%, and PAT increased 17%. Order inflows hit INR1,475 Cr, led by domestic and international OEMs, especially in gasket (53% of revenue) and heat shield segments. Exports rose to 27% of revenue, aiming for ~30% by FY26 and 33-34% by FY27. Management is focusing on execution and cost efficiency, targeting 8-9% domestic revenue growth and double-digit export growth in FY26. EBITDA margin guidance is ~16.75-17%. Annual capex of INR45-50 Cr planned, totaling INR110 Cr by FY26-end. Management remains confident on growth and margin expansion despite global challenges.