ALFA Finder| 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
- ₹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.