Talbros Automotive Components Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Talbros Automotive Components reported solid consolidated financial results for Q3 and nine months FY26. Q3 revenue grew 8% YoY to INR220 Cr, with EBITDA margin at a strong 18%. Joint ventures Marelli Talbros Chassis Systems and Talbros Marugo Rubber led growth at 25% each. The Forging division's revenue was flat due to temporary export softness, but recovery is expected. The company secured new orders worth INR1,000 Cr over five years, including INR700 Cr in exports and INR100 Cr for EV parts, with commercialization starting 2027. Management is confident, projecting double-digit revenue growth for FY27, supported by a planned INR155 Cr capex for capacity and new facilities.