Talbros Automotive Components Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Talbros Automotive Components reported its highest ever quarterly revenue of INR242 crores in Q1 FY27, up 15% year-on-year, with EBITDA of INR43 crores at a 17.6% margin and PAT of INR30 crores, growing 35% year-on-year. Management attributed margin pressure during the quarter to elevated steel and aluminium prices and labour cost inflation, while highlighting growth in the gasket and heat shield division and recovery in the forging division. The company also described a new data centre revenue vertical and updates on orders from Stellantis, Kia, Cummins and other OEMs.
Talbros Automotive reported consolidated Q4 FY26 revenue of INR237 crores, up 15% year-on-year, with EBITDA of INR45 crores at an 18.7% margin and PAT of INR32 crores. For the full year FY26, the company crossed INR100 crores in PAT for the first time, reaching INR104 crores. Management discussed new order wins across its Gasket, Forging and joint venture businesses and outlined capex plans and growth expectations for FY27.