Talbros Automotive Components Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Talbros Automotive Components (TAC) posted H1 financial results with INR 427 Cr revenue & INR 45 Cr PAT (+3% YoY), maintaining 16.5% EBITDA margins. Big news: a new JV with Lohum Cleantech for sustainable materials, targeting INR 500-600 Cr revenue & 15%+ EBITDA in 5 years. Management expects a strong H2 FY26, forecasting 10% full-year revenue growth. New orders for Kia, Kamaz, and Cummins, plus a large Stellantis export deal, are fueling optimism. Despite a temporary hit from a cyberattack, TAC's focus on diversification and growing exports (targeting 35% by FY27) positions it for solid future gains.