Talbros Automotive Components Limited has informed the Exchange about Transcript
TALBROAUTO · price
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Talbros Automotive Components reported FY25 revenue of INR 845 crores, up 7% year-on-year, with EBITDA growing 16% to INR 147 crores and EBITDA margin expanding 130 basis points to 17.4%. Profit after tax rose 14% to INR 94 crores, while Q4 FY25 PAT jumped 17% to INR 27 crores with an 18.9% EBITDA margin. The company secured new orders worth INR 1,475 crores during the year, including INR 245 crores in Heat Shield orders, though the Forging division stayed flat due to weak European demand and delayed product launches. Management guided for 7-9% domestic growth and double-digit export growth in FY26, targeting consolidated growth of 15%, while acknowledging that the FY27 revenue target of INR 2,200 crores may be pushed back by 6-9 months. The export share has already climbed to 27% and is expected to reach 33-34% by FY27.
Strong margin expansion, robust order pipeline, and improving JV performance are positives for the stock. However, European demand weakness, US tariff uncertainty, and delays in key launches (Stellantis, JLR) could weigh on near-term execution. Investors should track the conversion of the INR 1,475 crore order book into revenue.