| Revenue guidance | 15.0% → 20.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 20.0% FY27 |
| Revenue growth | 15% YoY growth to ₹242 Cr, a record quarterly performance. |
|---|---|
| Margins | Temporary pressure from raw materials; target 17%+ by year-end. |
| Order book | Significant new orders from Kia, Cummins, and Stellantis. |
| Demand visibility | Strong domestic SUV/EV demand and global 'China Plus One' sourcing. |
| Management confidence | High, supported by record revenue and strong order visibility. |
Growth
Revenue grew 15% YoY to ₹242 Cr; Net Profit jumped 35% to ₹30 Cr, reflecting improved segment mix.
Outlook
Guided FY27 revenue growth of 18-20% with margins around 17-17.5%.
Risks
Elevated steel and aluminum prices plus labor cost hikes in some states pressure EBITDA margins.
Last quarter's promises, checked
Delivered
- Guided 15-20% FY27 growth → delivered 15% in Q1 (= BEAT)
- Guided 17-18% EBITDA margin → delivered 18.7% (= BEAT)
- Guided Q1 top line similar to Q4FY26 → delivered ₹242 Cr vs ₹241 Cr (= BEAT)
Partly delivered
- Guided Kia/Cummins orders to start → Cummins trickling in/delayed (= PARTIAL)
Earnings Call Transcript filed with NSE, 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.
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