Talbros Q4 Net Profit Rises 19% to ₹31.6 Crore
Talbros Automotive Components Ltd. reported a 19% YoY increase in Q4 FY26 net profit to ₹31.6 crore, with full-year net profit rising 10% to ₹104.1 crore. Revenue from operations for the year grew 5% to ₹888.5 crore, driven by growth in the Gasket & Heat Shield and Forgings segments. The Board recommended a final dividend of ₹0.55 per share and appointed Mr. Ashish Gupta as CEO.
*this image is generated using AI for illustrative purposes only.
Talbros Automotive Components Ltd. has announced its audited financial results for the quarter and financial year ended March 31, 2026. The company delivered its strongest-ever quarterly performance in Q4 FY26, with consolidated net profit rising 19% year-on-year to ₹31.6 crore. For the full year, consolidated net profit increased 10% to ₹104.1 crore, compared to ₹94.4 crore in the previous year.
Financial Performance
Consolidated revenue from operations for Q4 FY26 stood at ₹241 crore, up 14% from ₹210.9 crore in the same period last year. For the full year FY26, total revenue from operations stood at ₹888.5 crore, a 5% increase from ₹844.7 crore in FY25. EBITDA for the quarter came in at ₹45 crore, with an EBITDA margin of 18.7%, compared to 18.9% in Q4 FY25. Full-year EBITDA grew 5% to ₹155.1 crore, with an EBITDA margin of 17.4% for FY26.
The table below summarises the key financial metrics for the quarter and full year:
| Particulars (₹ in crore) | Q4 FY26 | Q4 FY25 | FY26 | FY25 |
|---|---|---|---|---|
| Total Revenue from Operations | 241 | 210.9 | 888.5 | 844.7 |
| EBITDA | 45 | 39.8 | 155.1 | 147.3 |
| EBITDA Margin (%) | 18.7% | 18.9% | 17.4% | 17.4% |
| Profit After Tax | 31.6 | 26.6 | 104.1 | 94.4 |
Segment Performance
Revenue growth was driven by momentum across all business segments. The Gasket & Heat Shield Business reported revenue of ₹164.4 crore in Q4 FY26, up 15% YoY, while the Forgings Business recorded revenue of ₹76.2 crore, up 11% YoY. Joint Venture revenue on a proportionate basis also contributed significantly, with MTCS growing 35% YoY and TMR growing 24% YoY in Q4. For the full year, the Gasket & Heat Shield Business grew 7% to ₹595.0 crore, and the Forgings Business grew 2% to ₹294.9 crore. The company noted that its Forgings division rebounded during the quarter, driven by the execution of recently secured orders and robust export demand.
Corporate Updates
The Board of Directors has recommended a final dividend of ₹0.55 per equity share of face value ₹2 each for the financial year 2025-26, subject to shareholder approval, taking the total dividend for the year to ₹0.75 per share. The Board appointed Mr. Ashish Gupta as the CEO of Talbros Automotive Components Limited. He previously served as CEO of Marelli Talbros Chassis Systems Pvt. Ltd. and brings over 35 years of leadership experience across diverse industries. The 69th Annual General Meeting of the company is scheduled for Friday, September 25, 2026, with the Record Date for determining dividend entitlement set at Friday, September 11, 2026.
Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE187D01029/74c4bc34a9794c45.pdf
Historical Stock Returns for Talbros Automotive Components
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -0.95% | +4.67% | +18.77% | +16.23% | +17.58% | +668.97% |
How might new CEO Ashish Gupta's leadership style and strategic priorities differ from his predecessor, and what operational changes could he implement to accelerate revenue growth beyond the current 5% annual pace?
Given the Forgings division's rebound driven by export demand and new orders, which geographies or end-markets are likely to sustain this momentum, and could export revenue become a larger share of total Forgings revenue in FY27?
With MTCS and TMR joint ventures posting 35% and 24% YoY growth respectively in Q4, are there plans to expand capacity or deepen these partnerships to capitalize on the EV and chassis systems transition in the automotive sector?
18
Create Custom Screeners 
Access 200+ Pre-built Filters 
Use 50+ Readymade Screener 
