Talbros Automotive Components Limited has informed the Exchange about Transcript
TALBROAUTO · price
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Talbros Automotive Components has submitted the transcript of its Q1 FY'26 earnings call held on August 8, 2025. The company reported revenue of INR 211 crores (1% YoY growth), EBITDA of INR 35 crores with margins at 16.5%, and net profit of INR 22 crores (up 8% YoY). The company secured new orders worth INR 580 crores during the quarter across gaskets, forgings, and heat shield segments. Management guided for double-digit (~15%) revenue growth in FY'26, with margins expected to improve by around 1% as the topline expands. The Forging division remained muted (INR 75 crores, flattish) due to BMW schedule cuts and press breakdowns, but management expects a recovery from Q3, targeting INR 325 crores for the year. Exports were 28% of revenue (target 35%), with Stellantis business set to start in Q3 and Mahindra & Mahindra emerging as a growing customer. Capex of INR 50 crores is on track, and the FY'27 revenue target has been pushed back by 6-12 months due to OEM launch delays.
Strong order inflows of INR 580 crores and management's confidence in double-digit FY'26 growth are positives, but near-term softness in forging and the FY'27 target delay may temper sentiment. Investors should watch for Q3 recovery, Stellantis supply commencement, and export ramp-up toward the 35% target as key near-term catalysts.