ALFA Finder| 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
- ₹416.40
- 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.
More from Talbros Automotive Components Ltd
All →Talbros Automotive Components Other Announcement
Talbros disclosed that its RTA, KFin Technologies, moves its corporate office effective December 1, 2026. The RTA's registered office stays unchanged.
Talbros Automotive Components Earnings Call Transcript: Key Takeaways
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.
- Call
- Guides 18% growth
Talbros Automotive Components Dividend
Talbros Automotive declared an interim dividend of Rs 0.15 per equity share for FY 2026-27. Record date is 20 November 2026, with payment by 10 December 2026.
Talbros Automotive Components Q2 FY27 Results: Net Profit ₹32.9 Cr, Up 42.4% YoY
Talbros Automotive Components Ltd reported revenue from operations of ₹263.2 Cr (+23.5% YoY) and net profit of ₹32.9 Cr (+42.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹32.9 Cr · +42.4% YoY
Talbros Automotive Components Board Meeting Date
Talbros will hold a Board meeting on 11 Nov 2026 to consider Q2 FY27 results and an interim dividend. The trading window stays closed till 13 Nov 2026.
Talbros Automotive Components Other Announcement
Talbros Automotive Components Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026. This is a routine regulatory compliance filing.