Talbros Automotive Components reported a 10% year-on-year increase in profit after tax to ₹104 crore for the financial year ended March 31, 2026, driven by robust operational performance across its divisions. Consolidated revenue from operations grew 5% to ₹889 crore, while EBITDA increased to ₹155 crore, maintaining a healthy margin of 17.5%. The company has outlined an ambitious growth trajectory for FY27, targeting a top line of over ₹1,000 crore with an expected revenue growth of 15% to 20%.

Financial Performance

The company delivered its strongest quarterly performance in Q4 FY26, with consolidated revenue reaching ₹241 crore and EBITDA standing at ₹45 crore, reflecting a margin of 18.7%. Profit after tax for the quarter grew 19% year-on-year to ₹32 crore. The Gasket and Heat Shield division remained the largest contributor, accounting for 52% of total revenues, while the Forging division saw a recovery with an 11% year-on-year growth in Q4 revenue to ₹76 crore.

Joint Venture Performance

The company's joint ventures demonstrated strong growth during the year. Marelli Talbros Chassis Systems reported full-year revenue of ₹346 crore, a 21% increase, with EBITDA growing 35% to ₹62 crore. Talbros Marugo recorded revenue of ₹147 crore, a 13% year-on-year growth, with EBITDA rising 14% to ₹19 crore. Management projects that Marelli Talbros will grow between 35% to 40% in top line in the coming year, while Talbros Marugo is expected to grow around 15%.

Order Wins and Guidance

Management secured new orders worth ₹500 crore in the Forging business, including a significant portion from a major European car manufacturer. Additionally, new domestic orders worth ₹170 crore were secured for hoses and anti-vibration products. The company expects double-digit top-line growth in its standalone businesses, driven by new billing from ₹50 crore to ₹70 crore worth of new part numbers. Commercialization of key forging orders is scheduled to begin in October.

To support this growth, the company plans a capital expenditure of ₹51 crore in FY26 and ₹103 crore in FY27. The allocation includes ₹60 crore for the Forging division, ₹16 crore for the Gasket division, ₹20 crore for Marelli Talbros, and ₹7 crore for Talbros Marugo. Management maintains that EBITDA margins will be maintained between 17% to 18% through product mix and operational leverage.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE187D01029/6e885477-18cd-46ba-adb7-7215306d1c54.pdf

Talbros Automotive Components Ltd has announced the opening of a special window to facilitate the transfer and dematerialisation of physical securities. This initiative follows the Securities and Exchange Board of India (SEBI) Circular No. HO/38/1311(2)2026-MIRSD-POD/1/3750/2026 dated January 30, 2026. The window is available for a period of one year, commencing on February 5, 2026, and concluding on February 4, 2027.

The special window applies to physical securities that were purchased or sold prior to April 1, 2019. It specifically covers transfer requests that were previously submitted but were rejected, returned, or not attended to due to deficiencies in documentation or processing. Shareholders are advised that any securities transferred under this scheme will be mandatorily credited to the transferee only in demat mode.

Lock-in Period and Exclusions

Securities transferred through this special window will be subject to a lock-in period of one year from the date of registration of transfer. During this period, the securities cannot be transferred, lien marked, or pledged. The company has clarified that certain cases will not be considered under this window, specifically those involving disputes between the transferor and transferee, and securities that have already been transferred to the Investor Education and Protection Fund (IEPF).

Eligibility Criteria

The company has provided a matrix to help shareholders determine the applicability of this special window for their specific holdings. The eligibility depends on the execution date of the transfer deed, whether the request was lodged before the April 1, 2019 deadline, and the availability of the original security certificate.

Submission Details

Eligible shareholders are encouraged to take advantage of this opportunity by submitting the necessary documents to the Company or its Registrar and Share Transfer Agent. The requests can be sent to the Company Secretary & Compliance Officer at the registered office in Faridabad or to M/s KFIN Technologies Ltd. in Hyderabad.