ALFA Finder| 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
- ₹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.