| Revenue growth | 15% YoY in Q4; 5% YoY for FY26. |
|---|---|
| Margins | EBITDA margin healthy at 17.5% for FY26; targeting 17-18% for FY27. |
| Order book | Over ₹1,000cr Stellantis order; ₹500cr Forging orders; ₹170cr domestic anti-vibration orders. |
| Demand visibility | Strong domestic demand in PV and 2W segments; rural recovery gaining traction. |
| Management confidence | High, citing 'strongest ever' quarterly performance and robust order book execution. |
Growth
FY26 revenue reached ₹889cr (up 5% YoY). Q4 consolidated EBITDA grew 12.9% to ₹45cr with record 18.7% margin.
Outlook
Guidance of 15-20% revenue growth for FY27; ₹51cr capex in FY26 and ₹103cr planned for FY27.
Risks
Geopolitical tensions in West Asia causing raw material and freight cost inflation; potential shipment delays in export markets.
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
All →Talbros Automotive Components Management Change
Talbros Automotive Components Ltd appointed Mr. Rahul Bhutoria as a Non-Executive Independent Director for a five-year term, effective 16th September 2026, as approved by shareholders.
Talbros Automotive Components Annual General Meeting
Talbros Automotive Components Ltd held its 69th Annual General Meeting on September 25, 2026. The meeting transacted ordinary and special business as per the notice.
Talbros Automotive Components Management Change
Talbros Automotive Components Limited appointed Mr. Rahul Bhutoria as a Non-Executive Independent Director for a 60-month term, effective September 16, 2026.
Talbros Automotive Components Annual General Meeting
Talbros Automotive Components has issued an addendum to its 69th AGM notice to include the appointment of Mr. Rahul Bhutoria as an Independent Director.
Talbros Automotive Components Board Meeting Outcome
Talbros Automotive appointed Mr. Rahul Bhutoria as an Additional (Non-Executive, Independent) Director for a five-year term. This outcome follows the board meeting held on September 16, 2026.
Talbros Automotive Components Price Movement Clarification
Talbros Automotive told NSE the volume surge in its shares is purely market-driven. The company confirmed no undisclosed material information bearing on the move.