Talbros Q3 FY26: Revenue up 8%, PAT up 14% YoY on strong demand
TALBROAUTO · price
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Talbros reported Q3 FY26 consolidated revenue of Rs. 220.4 crores, up 8% YoY, driven by GST-led demand recovery. EBITDA rose 12% to Rs. 39.8 crores with margin expanding 60 bps to 18%. PAT grew 14% to Rs. 27.2 crores, margin at 12.3%. For 9M FY26, revenue rose 2% to Rs. 648 crores, EBITDA up 3% to Rs. 110 crores, and PAT up 7% to Rs. 72.5 crores. New orders of around Rs. 1,000 crore secured over 5 years, including near Rs. 700 crore exports and Rs. 100 crore EV orders. Forgings division saw temporary export headwinds; expected to improve next quarter.
Strong quarterly beat with margin expansion and a healthy order book signals positive medium-term growth visibility for shareholders.