Talbros Automotive Components Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Talbros Automotive posted its strongest ever Q4 results, with consolidated revenue up 15% YoY to INR237 Cr and PAT rising 19% to INR32 Cr. FY26 PAT crossed INR100 Cr for the first time. The Gasket & Heat Shield division and joint ventures (Marelli Talbros, Talbros Marugo) showed strong growth. The Forging division secured new INR500 Cr orders from European carmakers.

Management expects 15-20% revenue growth in FY27, maintaining 17-18% EBITDA margins. The company is investing INR103 Cr capex in FY27 to execute a robust order book, including delayed European EV orders now starting production. Exports remain a vital growth driver amidst global supply chain realignments, indicating a confident outlook.