Talbros Automotive Components Limited (TACL), along with its joint ventures, has announced securing multi-year orders worth over Rs. 1000 crores from leading domestic and international original equipment manufacturers (OEMs). The comprehensive order book spans across all the company's product lines and is set to be executed over the next 5 years, with commercialization beginning from FY27.

Order Breakdown and Business Segments

The substantial order portfolio encompasses diverse automotive components across multiple business verticals. The orders include products from gaskets, heat shields, forging components, hoses, anti-vibration parts, and chassis components, reflecting the company's comprehensive manufacturing capabilities.

Strategic Market Expansion

The order acquisition demonstrates Talbros Automotive Components' deepening footprint in the highly competitive European market. A significant portion of the forgings business orders comes from a newly onboarded customer—a major European-based global automotive component supplier. This expansion showcases the company's capability to meet global benchmarks and positions it as a reliable supplier within the European automotive ecosystem.

The company is gaining substantial market share in the European region, with export orders constituting approximately Rs. 700 crores of the total order book. The orders include approximately Rs. 100 crores specifically targeting the electric vehicle (EV) segment, highlighting the company's strategic alignment with the automotive industry's transition toward electrification.

Joint Venture Performance

The company's joint venture partnerships have contributed significantly to the order wins. Marelli Talbros Chassis Systems secured export orders worth approximately Rs. 90 crores for Body-in-White (BIW) components from a multinational automobile manufacturer producing luxury vehicles and SUVs, specifically catering to the EV segment. Meanwhile, Talbros Marugo Rubber secured orders worth approximately Rs. 170 crores in the domestic market for hoses and anti-vibration parts.

Regulatory Compliance and Execution Timeline

The orders are structured to be executed over the next 5 years, providing the company with enhanced revenue visibility and improved profitability prospects. These orders from highly specialized automotive markets and customers significantly demonstrate the capabilities developed by TACL and its joint venture companies in meeting stringent global quality and performance standards.

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.