Talbros Automotive Components Limited has informed the Exchange regarding a press release dated August 07, 2025, titled "Press Release on Q1 FY26 Financial & Business Update".
TALBROAUTO · price
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Awaiting price reaction for this filing.
Talbros Automotive Components reported a steady Q1 FY26 with total income from operations at Rs. 211 crores, up 1% year-on-year. EBITDA came in at Rs. 35 crores with margins flat at 16.5%, while profit after tax grew 8% YoY to Rs. 22 crores, lifting PAT margin to 10.5% from 9.9%. Segment-wise, Gasket & Heat Shield business grew 2% to Rs. 135.2 cr, while Forgings dipped 2% to Rs. 75.3 cr; JV businesses MTCS and TMR posted strong EBITDA growth of 30% and 26% respectively. Exports contributed 28% of total revenues, and the company secured fresh orders worth around Rs. 580 crores during the quarter. Management highlighted focus on EV pipeline expansion, OEM deepening, and margin improvement through better product mix.
Stable quarterly performance with modest top-line growth but improving profitability, supported by a healthy Rs. 580 cr order book addition that signals revenue visibility ahead. PAT growth of 8% YoY and margin expansion at the bottom line are positives for shareholders, though the Forgings segment weakness and macro headwinds in autos warrant close monitoring.