Talbros Automotive Components Limited has confirmed its earnings conference call schedule for February 12, 2026, following the previously announced board meeting on February 11, 2026. The company has provided detailed arrangements for stakeholder participation in discussing quarterly financial performance.

Board Meeting and Financial Results Review

The Board of Directors will convene on February 11, 2026, to review and approve the company's quarterly financial performance. The meeting has been scheduled in accordance with Regulation 29 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Earnings Conference Call Arrangements

Following the board meeting, Talbros Automotive Components has scheduled an earnings conference call to discuss operational and financial performance. The call is organized under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, with comprehensive participation options for stakeholders.

Global Participation and Dial-in Details

The company has arranged multiple international dial-in numbers to facilitate global investor participation. The conference call timing accommodates various international time zones for broader stakeholder engagement.

Compliance and Trading Window Status

In compliance with the company's Code of Conduct for Prohibition of Insider Trading, Talbros Automotive Components has implemented trading restrictions for designated persons. The trading window for equity shares will continue to remain closed until February 13, 2026.

The company has fulfilled its regulatory obligations by providing advance notice and comprehensive arrangements for both the board meeting and earnings call, ensuring transparency and proper market communication for the quarter and nine months ended December 31, 2025.

Talbros Automotive Components Limited , a leading player in the automotive components sector, has reported a flat revenue of INR 427.00 crores for the first half of fiscal year 2026 (H1 FY26). The company faced challenges due to muted momentum across the automotive industry and an unexpected disruption caused by a cyber-attack on a key European client.

Financial Performance

Despite the challenges, Talbros Automotive managed to deliver a robust EBITDA margin of 16.50% in H1 FY26, showcasing the company's operational excellence and cost-saving measures. The company's performance was impacted by a one-time business loss of approximately INR 10.00 crores due to the cyber-attack, which temporarily affected operations.

Export Performance

Exports continue to be a significant contributor to Talbros Automotive's business, accounting for 26% of the total revenue. The export mix is diversified across regions:

Strategic Joint Venture

Talbros Automotive has announced a strategic joint venture with Lohum Cleantech Private Limited. This partnership aims to develop two key products:

1. Recovered carbon black
2. Devulcanized rubber

The joint venture is expected to tap into the growing global markets for these products:

• Recovered carbon black: Part of the $27.00 billion virgin carbon black market
• Devulcanized rubber: $3.50 billion global market

The collaboration leverages Talbros' strong OEM relationships and manufacturing expertise with Lohum's advanced technology-led capabilities. The joint venture is projected to achieve the following targets:

• Revenue: INR 500.00-600.00 crores over 5 years
• EBITDA Margin: 15% plus

Future Outlook

Talbros Automotive remains optimistic about its future prospects:

• The company expects a strong recovery in Q3 and Q4 of FY26, driven by improved OEM schedules and increased domestic demand following GST reductions.
• The management anticipates achieving 10% year-on-year growth by the end of FY26.
• Talbros aims to increase its export contribution to around 35% by FY27, supported by new orders and recovery in the European market.

Mr. Anuj Talwar, Joint Managing Director, commented, "We are enthusiastic about our new joint venture and are focusing on strengthening our export and domestic businesses. With the recent GST cuts by the government, we expect a much stronger performance in the second half of the fiscal year."

As Talbros Automotive Components Limited navigates through short-term challenges, its strategic initiatives and diverse product portfolio position it well for long-term growth in the evolving automotive components market.