ALFA Finder
Thu, 12 Nov
Talbros Automotive Components
Q2 FY27 revenue ₹267 Cr (+23%) and PAT ₹33 Cr (+43%) are solid. Margin recovery and JV ramp claims are unquantified, and valuation questions were deflected.
Summary ready
Earnings calls
Talbros Automotive Components concalls
Every Talbros Automotive Components earnings call we streamed: the live audio and our summary of what management said.
Calls
Q2 FY27: key takeaways
Call page →Q2 FY27 revenue ₹267 Cr (+23%) and PAT ₹33 Cr (+43%) are solid. Margin recovery and JV ramp claims are unquantified, and valuation questions were deflected.
Outlook
FY27 organic revenue guided at 18–20%. FY28 growth seen at 18–20% (~₹550 Cr+ vs ~₹470 Cr FY27 target).
Earlier call summaries
All →
15:33 IST
NSE
Earnings Call
Talbros Automotive Components Earnings Call Transcript: Key Takeaways
Talbros delivered record quarterly revenue in Q1FY27, driven by strong growth in the Gasket and Chassis divisions despite localized cost pressures and supply chain shifts away from China.
- Call
- Guides 20% growth
11:19 IST
BSE
Earnings Call
Talbros Automotive Components Earnings Call: Key Takeaways
Talbros delivered record Q4 FY26 performance with consolidated revenue at ₹237cr (up 15% YoY) and PAT at ₹32cr. Management highlighted strong EBITDA margins of 18.7% and total annual PAT crossing ₹100cr for the first time.
15:35 IST
BSE
Earnings Call
Talbros Automotive Components Earnings Call: Key Takeaways
Talbros delivered record FY26 profits but faces execution pressure as a major European EV order is scaled back to a 50/50 hybrid split.
Talbros Automotive Components Ltd: key numbers
- Share price
- ₹416.30
- Market cap
- ₹2,570 Cr
- Revenue (annual)
- ₹870.0 Cr
- Net profit (annual)
- ₹104.1 Cr
- P/E (TTM)
- 21.1×Sector 32.5×
- Promoter holding
- 58.43%+0.00% QoQ
- FII holding
- 1.71%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.