Talbros Automotive Components Limited has informed the Exchange about Transcript of Q4 & FY26 Earnings Conference Call

Order Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

TALBROAUTO · price

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AI summary

Talbros Automotive delivered its strongest ever quarterly performance in Q4 FY26 with consolidated revenue of INR237 crores (15% YoY growth) and record high EBITDA margin of 18.7%. Full year FY26 PAT crossed INR100 crores for the first time at INR104 crores. The Gasket & Heat Shield division contributed 52% of revenues while the Marelli Talbros JV delivered 35% YoY growth in Q4. Management guided for 15-20% YoY revenue growth in FY27 with EBITDA margins targeted at 17-18%, and expects to cross INR1,000 crores revenue this year. New orders worth INR500 crores were secured in Forging and INR170 crores in Marugo JV, with major orders (Stellantis chassis) commercializing from June and JLR from September.

Likely market impact

Strong quarter with record margins and clear guidance positions the stock positively. Management's focus on execution and multiple order commercializations expected to drive 15-20% growth in FY27.