TALBROAUTOBSETalbros Automotive Components LtdMediumNeutral
Announced Wed, 20 May · 19:02 IST

Press Release on Q4 & FY26 Financial and Business Update

Order Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

TALBROAUTO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+9.8%1-day move
₹329.75
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₹345.00
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AI summary

Talbros Automotive Components delivered its strongest ever quarterly performance in Q4FY26 with total revenue of Rs. 241 crores, up 14% YoY. EBITDA stood at Rs. 45 crores with EBITDA margin of 18.7%, growing 13% YoY. Profit after tax came in at Rs. 32 crores, up 19% YoY. For the full year FY26, consolidated total revenue grew 5% to Rs. 890 crores with EBITDA of Rs. 156 crores at 17.6% margin. The Forgings division rebounded with 11% YoY growth while MTCS and TMR contributed 35% and 24% YoY growth respectively. Exports contributed 24% of Q4 operations. The company also appointed Mr. Ashish Gupta as new CEO with 35 years of experience. Management flagged watchfulness on geopolitical tensions and tariff uncertainties but expressed confidence in sustaining margins through order book strength and cost optimization.

Likely market impact

Strong quarter with 14% revenue growth and margin maintenance at 18.7%, though management acknowledges headwinds from global geopolitical tensions. New CEO appointment adds leadership depth. Growth visibility supported by strong enquiry pipeline across export and domestic markets.