Talbros Automotive Components Limited (TACL), a diversified auto component manufacturer, has announced significant new orders and its financial results for the first quarter of fiscal year 2026, demonstrating resilience in a challenging market environment.

New Order Wins

TACL has secured new multi-year orders worth approximately ₹580.00 crore from both domestic and international customers. These orders span across the company's business divisions, product segments, and joint ventures, with execution planned over the next five years starting from FY26. Notably, the order book includes:

• Orders worth about ₹160.00 crore for the Electric Vehicle (EV) segment
• Export orders valued at approximately ₹150.00 crore

This recent order win builds upon the company's strong order book, which included orders worth ₹1,475.00 crore secured in FY25.

Q1 FY26 Financial Highlights

For the quarter ended June 30, 2025, TACL reported:

• Consolidated total income from operations of ₹210.50 crore, a marginal increase of 1% year-on-year
• EBITDA of ₹34.80 crore, maintaining a steady EBITDA margin of 16.5%
• Profit After Tax (PAT) of ₹22.20 crore, showing an 8% growth compared to the same quarter last year
• Earnings Per Share (EPS) of ₹3.60, up from ₹3.34 in Q1 FY25

Segment Performance

The company's diverse business segments showed mixed results:

Export Performance

Exports continued to be a significant contributor to TACL's revenue:

• Overall exports accounted for 28% of total revenues in Q1 FY26
• The Forgings business saw 59% of its revenue coming from exports
• Europe (excluding UK) remained the largest export market, contributing 55.8% of export revenue

Management Commentary

Anuj Talwar, Joint Managing Director of TACL, commented on the results: "In Q1 FY26, TACL delivered a resilient performance despite continued macroeconomic uncertainty and subdued momentum across the automotive sector. Our focus continues to remain on improving operational efficiencies and a better product mix."

He added, "With a clear focus on moving from order acquisition to execution, we are strategically positioned to convert these order wins into continuous revenue streams. We continue to diversify across end-markets and geographies."

Future Outlook

TACL remains committed to its strategic roadmap, which includes:

• Deepening OEM relationships
• Expanding the EV pipeline
• Enhancing margins through product mix optimization and cost discipline

The company's diverse portfolio across various automotive segments and its strong presence in both domestic and export markets position it well to navigate the evolving automotive landscape.

As TACL continues to execute its order book and focus on operational efficiencies, it aims to capitalize on the growing opportunities in the auto component sector, particularly in the EV segment and export markets.

Talbros Automotive Components Limited (TACL), a diversified auto component manufacturer, has reported a steady performance for the first quarter of fiscal year 2026, demonstrating resilience amidst challenging market conditions.

Financial Highlights

For Q1 FY26, TACL posted consolidated revenue from operations of Rs. 206.76 crore, marking a modest 1% increase from Rs. 204.35 crore in the corresponding quarter of the previous year. The company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) stood at Rs. 34.80 crore, also showing a 1% year-on-year growth, while maintaining a healthy EBITDA margin of 16.83%.

Notably, TACL's profit after tax (PAT) saw a more substantial increase of 8%, reaching Rs. 22.20 crore compared to Rs. 20.60 crore in Q1 FY25. This improvement in bottom-line performance reflects the company's focus on operational efficiency and better product mix.

Segment Performance

The company's performance across its various business segments showed mixed results:

Export Performance and Market Diversification

Exports continued to be a significant contributor to TACL's revenue, accounting for 28% of the total income from operations in Q1 FY26. This underscores the company's strong global presence and its strategy to diversify across geographies.

New Orders and Future Outlook

TACL has secured new multi-year orders worth approximately Rs. 580 crore from both domestic and overseas customers. These orders span across the company's various business divisions and product segments, including its joint ventures. The execution of these orders is set to commence from FY26 onwards, covering product lines such as gaskets, heat shields, forgings, chassis, and rubber hoses.

Importantly, the new orders include a significant portion for the EV segment, worth about Rs. 160 crore, indicating TACL's growing presence in the electric vehicle supply chain.

Management Commentary

Anuj Talwar, Joint Managing Director of TACL, commented on the results: "In Q1 FY26, TACL delivered a resilient performance despite continued macroeconomic uncertainty and subdued momentum across the automotive sector. Our focus continues to remain on improving operational efficiencies and a better product mix."

He further added, "With a clear focus on moving from order acquisition to execution, we are strategically positioned to convert these order wins into continuous revenue streams. We continue to diversify across end-markets and geographies."

Conclusion

Despite the challenging market conditions, Talbros Automotive Components Limited has demonstrated its ability to maintain steady growth and profitability. The company's diversified product portfolio, strong export performance, and significant new order acquisitions position it well for future growth, particularly in emerging sectors like electric vehicles.