Submission of Q4 & FY26 Earnings Conference Call Transcript
TALBROAUTO · price
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Talbros Automotive delivered its strongest ever quarterly performance in Q4 FY26 with consolidated revenue of INR 237 crores (15% YoY growth), EBITDA of INR 45 crores at a record high margin of 18.7%, and PAT of INR 32 crores (19% YoY). For full FY26, revenue stood at INR 938 crores with EBITDA of INR 155 crores (17.5% margin) and PAT of INR 104 crores (10% growth). The company secured new orders worth INR 500 crores in Forging and INR 170 crores in anti-vibration products. Management guided for 15-20% YoY growth in FY27 and targeting to cross INR 1,000 crores revenue while maintaining EBITDA margins at 17-18%. Capex of INR 81 crores is planned for FY26 and INR 103 crores for FY27. JV Marelli Talbros is expected to grow 35-40% next year while Marugo is expected to grow around 15%.
The company demonstrated strong execution with record quarterly performance and clear multi-year growth visibility. Management's guidance of crossing INR 1,000 crores in FY27 with sustained 17-18% margins provides a positive outlook for shareholders. The strong order book conversion starting from Q2-Q3 FY27 should drive accelerated revenue growth in the second half.