BSETalbros Engineering Ltd· Auto ComponentsHighNeutral
Announced Thu, 6 Nov, 2025 · 15:14 IST

The Board in its meeting held on November 6, 2025 considered and approved un-audited Financial results for the quarter and half year ended September 30, 2025.

Revenue Growth 20pctPat Growth 25pctResults View source PDFExplain this filing

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Price reactionminutes from the announcement price · days from the prior close
+5.6%Reaction day
₹623.00
prior close
₹650.10
announcement price
In-mkt
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Nifty Microcap 250market · in no size index; the smallest one is used-1.7%+7.3% vs market
Auto Components & Equipments peers, median of 109sector-1.4%+7.0% vs sector

On the reaction day the stock moved 7.3 pts more than Nifty Microcap 250 and 7.0 pts more than its Auto Components & Equipments peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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UpDownMarket · Nifty Microcap 250Sector · Auto Components & Equipments peers, median of 109Pending

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

AI summary

Talbros Engineering reported strong Q2 FY26 results with net sales rising 27.4% YoY to ₹13,070.17 lakhs, up from ₹10,262.05 lakhs in Q2 FY25. For the half year, net sales grew 22.6% YoY to ₹25,281.70 lakhs versus ₹20,622.99 lakhs in H1 FY25. Net profit jumped 36.6% YoY in Q2 to ₹654.42 lakhs (from ₹479.25 lakhs), while H1 PAT grew 27.5% YoY to ₹1,212.68 lakhs. Basic EPS for Q2 stood at ₹12.89 versus ₹9.44 a year ago. EBITDA margins saw a marginal dip YoY, as other expenses grew faster than revenue. The auditor (Rakesh Raj & Associates) issued a clean limited review report with no qualifications.

Likely market impact

Strong top-line and bottom-line growth signals healthy demand for the company's axle and engineering products, supporting positive momentum for shareholders. However, margin pressure from rising other expenses is a minor watch point for sustained profitability.