| Revenue growth | 15% YoY Q4 revenue growth; total group turnover reached ₹1383cr. |
|---|---|
| Margins | Record Q4 margins of 18.7% through cost management and product mix. |
| Order book | Large ₹1000cr chassis and ₹500cr forging orders entering commercialization phase. |
| Demand visibility | Strong domestic PV and two-wheeler demand; exports recovering despite European headwinds. |
| Management confidence | Confident but transitioning from order acquisition phase to high-stakes execution phase. |
Growth
PAT crossed ₹104cr for first time; revenue grew 15% in Q4 driven by strong gasket and chassis performance.
Outlook
Guided FY27 revenue growth of 15-20% and EBITDA margins between 17-18% with ₹103cr capex.
Risks
Client concentration with Maruti (20%) and European EV order downsizing from 100% EV to hybrid/ICE mix.
Earnings Call filed with BSE, NSE: TALBROAUTO. Summary written with AI assistance from the document.
Talbros Automotive Components Ltd: key numbers
- Share price
- ₹457.35
- Market cap
- ₹2,823 Cr
- Revenue (annual)
- ₹870.0 Cr
- Net profit (annual)
- ₹104.1 Cr
- P/E (TTM)
- 25.2×Sector 33.6×
- Promoter holding
- 58.43%+0.00% QoQ
- FII holding
- 1.27%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Talbros Automotive Components Ltd
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