| Revenue growth | 15% YoY |
|---|---|
| Margins | EBITDA margin improved 110 bps to 17.6%. |
| Order book | Over ₹1,000 Cr new orders including ₹700 Cr exports. |
| Demand visibility | Strong; ₹1,000 Cr new orders to be executed over 5 years. |
| Management confidence | High regarding European market share gains. |
Growth
Revenue grew 15%, EBITDA 23%, and PAT 35% YoY. Group turnover reached ₹387 Cr, up 23%.
Outlook
Received ₹1,000+ Cr orders; targeting ₹103 Cr capex for FY27. Aiming for 35% export contribution by FY28.
Risks
Structural challenges in European auto industry and weak Tier-1 balance sheets are noted headwinds.
Last quarter's promises, checked
Delivered
- Guided Q1 FY27 top line similar to Q4 FY26 → Delivered ₹242 Cr vs ₹241 Cr (= BEAT)
- Guided 15-20% FY27 revenue growth → Delivered 15% in Q1 (= BEAT)
- Targeted 17% EBITDA margin → Delivered 17.6% (= BEAT)
Partly delivered
- Guided ₹103 Cr FY27 Capex → ₹103 Cr planned/ongoing (= PARTIAL)
Investor Presentation 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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Talbros Automotive Components Management Change
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Talbros Automotive Components Price Movement Clarification
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