ALFA Finder| Management target | Revenue 18.0% FY28 |
|---|
| Revenue growth | Q2 revenue +23% YoY, H1 +19%; new part numbers contributed. |
|---|---|
| Margins | EBITDA margin 17.6%, +110bps YoY; Marelli margin softened on manpower. |
| Order book | ₹500 Cr forging orders; execution now the stated focus. |
| Demand visibility | Strong: record auto sales, Europe supplier shift, ₹500 Cr forging orders. |
| Management confidence | Over-optimistic; key claims unquantified; valuation question deflected. |
Growth
Q2 EBITDA +33% to ₹47 Cr, outpacing revenue +23%. Forging H1 growth is only +13%, and Q1 forging was roughly +10%.
Outlook
FY27 organic revenue guided at 18–20%. FY28 growth seen at 18–20% (~₹550 Cr+ vs ~₹470 Cr FY27 target).
Risks
Marelli JV margin softened on manpower costs. Meridian US bankruptcy exposure is unquantified. West Asia steel, aluminium and freight pressures persist.
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 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.
Talbros Automotive Components Management Change
Talbros Automotive Components Ltd appointed Mr. Rahul Bhutoria as a Non-Executive Independent Director for a five-year term, effective 16th September 2026, as approved by shareholders.