Talbros Automotive Components

Talbros Automotive Components achieved total revenue of INR 211 crores in Q1 FY26, representing a marginal 1% year-on-year increase from INR 209 crores. The company maintained EBITDA margins at 16.5% with EBITDA of INR 35 crores, while net profit grew 8% to INR 22 crores. The performance came amid a challenging automotive industry environment, with overall volumes declining 5.1% year-on-year and commercial vehicle segment posting 1% decline. Export revenue contributed 28% of total income, with UK accounting for 56% of export mix, followed by Europe at 27% and US at 13%. The company secured new orders worth INR 580 crores during the quarter. Division-wise, Gasket division recorded 2% growth to INR 135 crores, while Forging division remained flat at INR 75 crores due to subdued European demand and equipment breakdowns. Joint ventures Marelli Talbros and Talbros Marugo delivered strong EBITDA growth of 30% and 26% respectively. Management expects stronger performance in Q2 and Q3, maintaining guidance for double-digit growth for the full year, with new product launches and order executions planned for the second half.

Talbros has secured new orders worth ₹580 crore for FY26. The company has set a revenue target of ₹1,500 crore by FY27. The company's strategy focuses on electric vehicle growth, export expansion, and margin improvement to achieve these targets.

Talbros Automotive Components reported improved quarterly financial results with EBITDA rising to 310 million rupees from 297 million rupees year-over-year. The company's EBITDA margin increased to 15.01% compared to 14.53% in the same period last year. Consolidated net profit grew to 222 million rupees from 206 million rupees year-over-year, while revenue reached 2.07 billion rupees versus 2.04 billion rupees in the previous year.