Talbros Automotive Components Limited has informed the Exchange about Investor Presentation
TALBROAUTO · price
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Talbros reported strong FY26 results with group turnover of Rs 1,383 crore (up 10% YoY) and total income of Rs 889 crore (up 5%). PAT grew 10% to Rs 104 crore with margin expansion to 11.7% from 11.2%. Q4 performance was particularly strong with 14% revenue growth and 19% PAT growth. The company secured over Rs 1,000 crore in new orders to be executed over 5 years starting FY27, including Rs 700 crore exports and Rs 100 crore from EV segment. New CEO Mr. Ashish Gupta (35+ years experience) was appointed. A new JV Lohum Talbros Carbon (49% stake) for recycled carbon black and devulcanized rubber will commence operations in July 2026. Capex of Rs 103 crore planned for FY27 to fund growth.
The stock offers a compelling investment case with low leverage (debt/equity 0.10x), strong order visibility of Rs 1,000+ crore providing multi-year revenue visibility, and margin expansion in a competitive auto component sector. The new orders from European OEMs and EV segments signal healthy business development.