Talbros Automotive Components Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Talbros Automotive Components reported Q1 FY26 revenue of INR211 Cr (+1%) & PAT of INR22 Cr (+8%), maintaining 16.5% EBITDA margins. While Forging faced temporary export softness, Gasket and JVs (Marelli, Marugo) saw strong EBITDA growth. The company secured INR580 Cr in new orders. Management is confident of a stronger Q2/Q3, targeting ~15% FY26 revenue growth. Exports are targeted at 35% of revenue, from current 28%. Ongoing capex underscores long-term commitment, anticipating demand pickup.