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 ₹32 crore. For the full year, consolidated net profit increased 10% to ₹104.1 crore, compared to ₹94.4 crore in the previous year. The audio recording of the Q4 and FY26 earnings conference call held on May 21, 2026, is now available on the company's website.

Financial Performance

Consolidated revenue from operations for Q4 FY26 stood at ₹241 crore, up 14% from ₹211 crore in the same period last year. For the full year FY26, total revenue from operations stood at ₹889 crore, a 5% increase from ₹845 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 crore, with an EBITDA margin of 17.5% for FY26.

The table below summarises the key financial metrics for the quarter and full year:

Segment Performance

Revenue growth was driven by momentum across all business segments. The Gasket & Heat Shield Business reported revenue of ₹164 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 crore, and the Forgings Business grew 2% to ₹295 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/b97edc5216984ecb.pdf

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