Talbros secures multi-year orders worth over Rs 1,000 crores including Rs 700 cr exports

Order Above 5pct RevenueExport Order Hard CurrencyBusiness Updates View source PDF Explain this filing

TALBROAUTO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-3.6%Reaction day

₹282.30

prior close

₹293.90

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used-0.8%-2.9% vs market

Auto Components & Equipments peers, median of 110sector-0.5%-3.1% vs sector

On the reaction day the stock moved 2.9 pts less than Nifty Microcap 250 and 3.1 pts less than its Auto Components & Equipments peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.7

10m

-1.5

15m

-0.7

30m

-0.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-3.6-0.8-2.9-0.5-3.1

Next day

+1.5+1.8-0.3+1.5-0.1

+1.3+2.8-1.5+2.8-1.5

+0.6+2.3-1.7+3.8-3.2

+0.6+1.8-1.2+3.0-2.4

+1.0+0.3+0.8+1.0+0.0

+0.3+0.5-0.2+1.3-1.0

15d

-7.8-2.5-5.3-0.9-7.0

-14.3-6.3-7.9-6.0-8.3

-12.9-8.0-4.9-11.2-1.6

+15.7+8.3+7.5+2.5+13.2

UpDownMarket · Nifty Microcap 250Sector · Auto Components & Equipments peers, median of 110Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Talbros and its JVs secured multi-year orders worth over Rs 1,000 crores from leading domestic and export OEMs, to be executed over 5 years starting FY27. Split: about Rs 250 cr for gaskets and heat shields, about Rs 500 cr export forgings from a new European customer, about Rs 90 cr for EV BIW parts via Marelli JV, and about Rs 170 cr for hoses and anti-vibration parts via Talbros Marugo JV. Around Rs 100 cr for EV and about Rs 700 cr for exports.

Likely market impact

Strong order wins boost 5-year revenue visibility and support profitability. Large export share adds hard-currency earnings.