ALFA Finder| 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
- ₹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.