Talbros Automotive Components Limited , a key player in the auto components sector, has reported a slight decrease in its consolidated net profit for the second quarter, despite facing challenges in revenue generation.

Financial Highlights

The company's consolidated financial results for Q2 reveal:

Performance Analysis

Talbros Automotive Components experienced a marginal decline in its financial performance during the quarter:

• Net Profit: The company's consolidated net profit decreased by 1.34% to 231.01 million rupees, compared to 234.14 million rupees in the same quarter of the previous fiscal year.
• Revenue: Revenue from operations saw a slight dip of 1.03%, reaching 2,131.48 million rupees, down from 2,153.77 million rupees year-over-year.
• EBITDA: Earnings before interest, taxes, depreciation, and amortization (EBITDA) fell by 2.15% to 318 million rupees from 325 million rupees in the corresponding quarter last year.
• EBITDA Margin: The EBITDA margin compressed marginally to 14.92% from 15.09%, indicating a slight decrease in operational efficiency.

Segment Performance

In line with the provisions of Ind AS 108 - Operating Segments, the company's operations fall under the Auto Components & Parts business, which is considered to be the only reportable segment by the management.

Balance Sheet Highlights

As of September 30, 2025, Talbros Automotive Components reported:

• Total assets of 101,085.77 million rupees, up from 95,054.02 million rupees as of March 31, 2025.
• Total equity stood at 68,133.34 million rupees, showing an increase from 63,263.77 million rupees at the end of the previous fiscal year.

Cash Flow and Liquidity

The company's cash and cash equivalents at the end of the period stood at 432.17 million rupees, compared to 1,484.29 million rupees at the beginning of the year, indicating a decrease in liquid assets.

Conclusion

Despite the marginal decrease in key financial metrics, Talbros Automotive Components Limited has maintained relatively stable performance. The company's ability to sustain its EBITDA margin close to previous levels indicates resilience in its operational efficiency. Investors and stakeholders will likely keep a close watch on the company's strategies to navigate market challenges and drive growth in the coming quarters.

Talbros Automotive Components Limited has reported strong financial performance for the first half of fiscal year 2022, along with significant business developments that position the company for future growth.

Financial Highlights

The company has demonstrated robust growth in its financial performance for H1FY22:

Export Performance

Talbros Automotive has shown improvement in its export portfolio:

• Export contribution increased from 25% in FY21 to 27% in H1FY22
• Standalone forgings business achieved 53% revenue from exports

New Business Developments

The company has secured several strategic business developments:

1. Multi-Year Order:

   • Secured through joint venture Marelli Talbros Chassis Systems
   • From a large European car manufacturer
   • For supplying Body in White parts
   • Estimated annual order value: ₹14.40 crores
   • Total contract value: Approximately ₹92.00 crores

2. Technical Collaboration:

   • Entered into a Technical Assistance Agreement with Japanese partner Sanwa Packing Industry
   • For light weight aluminium heat shields

3. Product Diversification:

   • Adding critical suspension components supply to electric vehicles
   • Expanding EV product lines in the order book

These developments showcase Talbros Automotive's focus on expanding its product portfolio, entering new markets, and positioning itself in the growing electric vehicle segment.

The company's strong financial performance, coupled with its strategic initiatives in exports and new product development, indicates a positive outlook for Talbros Automotive Components Limited in the automotive components sector.