Talbros Automotive Components Ltd

Talbros Automotive Components Ltd share price slipped 0.28% to Rs 420.2 after the company's net profit slipped by 5.06% to Rs 30.02 crore, while revenue from operations slightly gained 0.79% to Rs 238.41 crore in Q2FY26 over Q1FY26. The market capitalization of Auto Components & Equipments industry group stocks on BSE stood at Rs 10.73 lakh crore, gaining 3.54%. It has marginally improved by 0.85% over last one week and spiked sharply by 19.07% in last one month while the market capitalization of Talbros Automotive Components Ltd has eased by 4.35% and 30.54% in the same period respectively. Profit before tax (PBT) of Talbros Automotive Components Ltd stood at Rs 37.67 crore in Q2 FY26, jumping 34.82% year-on-year, and slipping 5.85% quarter-on-quarter. EBITDA came in at Rs 35 crore, expanding by 29.20% YoY and declining 4.32% sequentially. Total expenses inched up 1.87% to Rs 207.8 crore in Q2FY26 over Q2FY25. During the quarter, cost of materials consumed stood at Rs 129.42 crore, growing marginally by 6.69% YoY, while employee benefits expense was at Rs 28.44 crore, soaring 16.27% YoY. For the TTM ended FY26, revenue from operations inched higher 6.27% to Rs 827.05 crore, while net profit dropped 14.14% to Rs 94.43 crore, compared to previous TTM. EBITDA jumped by 10702% to Rs 111.91 crore, and PBT contracted 18.59% to Rs 119.43 crore compared to previous TTM. The company's consolidated net cash flow from operating activities stood at Rs 80.02 crore in FY26, as against Rs 66.75 crore in FY25. Talbros Automotive Components Ltd surged by 69.40% in last one year, significantly outperforming the benchmark BSE Sensex which has eased by 3.21% during the same period.

Talbros Automotive Components Ltd share price inched up 0.46% to Rs 439.3 after the company's net profit softened by 5.06% to Rs 30.02 crore, while revenue from operations slightly gained 0.79% to Rs 238.41 crore in Q2FY26 over Q1FY26. The market capitalization of Auto Components & Equipments industry group stocks on BSE stood at Rs 10.69 lakh crore, rising 5.17%. It has improved by 3.90% over last one week and rallied by 18.56% in last one month while the market capitalization of Talbros Automotive Components Ltd has marginally improved by 5.47% and 39.84% in the same period respectively. Profit before tax (PBT) of Talbros Automotive Components Ltd stood at Rs 37.67 crore in Q2 FY26, surging by 34.82% year-on-year, and declining 5.85% quarter-on-quarter. EBITDA came in at Rs 35 crore, expanding by 29.20% YoY and slipping 4.32% sequentially. Total expenses posted a minor rise of 1.87% to Rs 207.8 crore in Q2FY26 over Q2FY25. During the quarter, cost of materials consumed stood at Rs 129.42 crore, growing marginally by 6.69% YoY, while employee benefits expense was at Rs 28.44 crore, jumping 16.27% YoY. For the TTM ended FY26, revenue from operations tick up 6.27% to Rs 827.05 crore, while net profit fell 14.14% to Rs 94.43 crore, compared to previous TTM. EBITDA soared by 10702% to Rs 111.91 crore, and PBT dropped 18.59% to Rs 119.43 crore compared to previous TTM. The company's consolidated net cash flow from operating activities stood at Rs 80.02 crore in FY26, as against Rs 66.75 crore in FY25. Talbros Automotive Components Ltd surged by 56.95% in last one year, significantly outperforming the benchmark BSE Sensex which has softened by 2.63% during the same period.

Talbros Automotive Components announced that the 69th Annual General Meeting(AGM) of the company will be held on 25 September 2026.

Talbros Automotive Components announced that the Board of Directors of the Company at its meeting held on 20 May 2026, inter alia, have recommended the final dividend of Rs 0.55 per equity Share (i.e. 27.5%) , subject to the approval of the shareholders.

Net profit of Talbros Automotive Components rose 18.96% to Rs 31.62 crore in the quarter ended March 2026 as against Rs 26.58 crore during the previous quarter ended March 2025. Sales rose 14.91% to Rs 236.55 crore in the quarter ended March 2026 as against Rs 205.86 crore during the previous quarter ended March 2025. For the full year,net profit rose 10.25% to Rs 104.11 crore in the year ended March 2026 as against Rs 94.43 crore during the previous year ended March 2025. Sales rose 5.20% to Rs 870.04 crore in the year ended March 2026 as against Rs 827.05 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales236.55205.86 15 870.04827.05 5 OPM %17.2816.87 -15.7015.67 - PBDT48.3141.41 17 163.61151.31 8 PBT40.0133.60 19 130.93119.43 10 NP31.6226.58 19 104.1194.43 10 Powered by Capital Market - Live

Talbros Automotive Components will hold a meeting of the Board of Directors of the Company on 20 May 2026.

Net profit of Talbros Automotive Components rose 14.19% to Rs 27.20 crore in the quarter ended December 2025 as against Rs 23.82 crore during the previous quarter ended December 2024. Sales rose 6.02% to Rs 213.59 crore in the quarter ended December 2025 as against Rs 201.47 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales213.59201.47 6 OPM %15.4016.22 - PBDT42.4537.52 13 PBT33.9629.41 15 NP27.2023.82 14 Powered by Capital Market - Live

Net profit of Talbros Automotive Components rose 12.49% to Rs 20.99 crore in the quarter ended December 2025 as against Rs 18.66 crore during the previous quarter ended December 2024. Sales rose 6.02% to Rs 213.59 crore in the quarter ended December 2025 as against Rs 201.47 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales213.59201.47 6 OPM %15.4116.22 - PBDT36.2532.36 12 PBT27.7624.25 14 NP20.9918.66 12 Powered by Capital Market - Live

The orders, set to be executed over the next five years with commercialization beginning in FY27, span all major product lines, including gaskets, heat shields, forging components, hoses and anti-vibration parts, and chassis components. The company secured approximately Rs 250 crore from its gaskets and heat shields business, including Rs 110 crore from exports. The forgings business received around Rs 500 crore in export orders, mainly from a new European client. Its JV, Marelli Talbros Chassis Systems, won approximately Rs 90 crore in export orders for BIW components for luxury vehicles, SUVs, and EVs, while Talbros Marugo Rubber secured around Rs 170 crore in domestic orders for hoses and anti-vibration parts. Talbros Automotive Components is engaged in the business of manufacturing gaskets and forging. The company's consolidated net profit declined 1.3% to Rs 23.10 crore in Q2 FY26, compared to Rs 23.41 crore posted in Q2 FY25. Revenue from operations fell 1% YoY to Rs 213.15 crore in the quarter ended 31 September 2025.Powered by Capital Market - Live

Talbros Automotive Components along with its JV's has received orders worth over Rs. 1,000 crore for both domestic and exports market from the leading OEMs. These orders are to be executed over the period of next 5 years. These include orders from all the company's product lines like gaskets, heat shields, forging components, hoses & anti vibration parts and chassis components. The commercialization for these products will start from FY27. Secured orders worth ~Rs. 250 crore (includes ~Rs. 110 crore of exports) from the sealing business of gaskets and heat shield products Secured export orders of ~Rs. 500 crore in the forgings business. A significant portion of these orders is from a newly onboarded customer ' a major European based global automotive component supplier Secured export orders of ~Rs. 90 crore through the JV, Marelli Talbros Chassis Systems, for BIW components from a multinational automobile manufacturer producing luxury vehicles and SUVs. These orders cater to the EV segment. Secured orders through the JV, Talbros Marugo Rubber worth ~Rs. 170 crore in the domestic market for products like Hoses and Anti-vibration parts. Powered by Capital Market - Live