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
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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.
Talbros delivered record quarterly revenue in Q1FY27, driven by strong growth in the Gasket and Chassis divisions despite localized cost pressures and supply chain shifts away from China.
Talbros reported 15% revenue growth to ₹242 Cr in Q1 FY27, with PAT up 35% to ₹30 Cr. Strategy focuses on high-margin EV and export segments.
Talbros delivered record Q4 FY26 performance with consolidated revenue at ₹237cr (up 15% YoY) and PAT at ₹32cr. Management highlighted strong EBITDA margins of 18.7% and total annual PAT crossing ₹100cr for the first time.
Talbros delivered record FY26 profits but faces execution pressure as a major European EV order is scaled back to a 50/50 hybrid split.