Talbros Automotive Components Limited — Investor Meet, 14-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Talbros Automotive delivered record Q1 FY27 revenue of INR 242 Cr (+15% YoY), with PAT up 35% to INR 30 Cr and EBITDA at 17.6%. Gasket and Heat Shield revenue rose 21% to INR 164 Cr, boosted by new data center business (estimated INR 30-40 Cr/year). Forging revenue was INR 78 Cr, with future double-digit growth expected from strong orders, targeting INR 340-350 Cr for FY27. Marelli Chassis JV saw 43% revenue growth. Management is expanding its OEM base, including new EV component orders and Stellantis, and aims for 18-20% revenue growth and ~17% EBITDA margin for FY27, expressing confidence in sustainable future growth.