Talbros Automotive Components Ltd

Net profit of Talbros Automotive Components declined 1.32% to Rs 23.10 crore in the quarter ended September 2025 as against Rs 23.41 crore during the previous quarter ended September 2024. Sales declined 1.04% to Rs 213.15 crore in the quarter ended September 2025 as against Rs 215.38 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales213.15215.38 -1 OPM %14.9215.09 - PBDT37.3138.09 -2 PBT29.0230.01 -3 NP23.1023.41 -1 Powered by Capital Market - Live

The board of Talbros Automotive Components at its meeting held on 13 November 2025 has granted approval for entering into a new joint venture with Lohum Cleantech. The Company shall own 49% of the shareholding in the JV Co. and the remaining 51% of the shareholding shall be owned by Lohum. Powered by Capital Market - Live

Talbros Automotive Components has fixed 20 November 2025 as record date for interim dividend of Rs 0.20 per equity share of Rs 2 each for FY 2026. Powered by Capital Market - Live

Talbros Automotive Components announced that the Board of Directors of the Company at its meeting held on 13 November 2025, inter alia, have recommended the interim dividend of Rs 0.2 per equity Share (i.e. 10%) , subject to the approval of the shareholders.Powered by Capital Market - Live

Talbros Automotive Components will hold a meeting of the Board of Directors of the Company on 13 November 2025.Powered by Capital Market - Live

Revenue from operations rose 1.17% quarter-on-quarter (QoQ) to Rs 206.76 crore in the quarter ended 30 June 2025. On a year-on-year (YoY) basis, the company reported a 7.17% increase in net profit and a 1.17% rise in revenue. Profit before tax rose by 5.75% to Rs 27.94 crore, compared to Rs 26.42 crore reported in the corresponding quarter of the previous year. EBITDA for the quarter stood at Rs 34.8 crore, showing a 1% YoY increase. The EBITDA margin remained flat at 16.5% in Q1 FY26 compared to Q1 FY25. During the quarter, the exports contributed 15% of Gaskets Revenue, 59% of Forgings Revenue, 20% of Marelli Talbros Chassis Systems, 5% of Talbros Marugo Rubber. Anuj Talwar, joint managing director, TACL said, 'This quarter's performance underscores the robustness of our diversified business model. While the Forgings business witnessed a slight decline, our MTCS and TMR JVs recorded strong double-digit EBITDA growth of 30% and 26% respectively. These gains reflect our strategic focus on value-added products. Exports contributed 28% of our total revenues, reinforcing our strong global presence. In this quarter, we have secured orders worth around Rs 580 crores, and we remain on track to add more in FY26. With a clear focus on moving from order acquisition to execution, we are strategically positioned to convert these order wins into continuous revenue streams. We continue to diversify across end-markets and geographies. Our consistent share from exports and OEMs, coupled with aftermarket stability, helps us remain hedged against cyclical downturns. Looking ahead, TACL remains committed to its strategic roadmap'deepening OEM relationships, expanding the EV pipeline, and enhancing margins through product mix optimization and cost discipline.' Talbros Automotive Components, the flagship manufacturing company of the Talbros Group. It manufactures automotive & industrial gaskets in collaboration with Coopers Payen of the UK. The company is the mother brand of gaskets, chassis, rubber products, and forgings in India. Talbros Group portfolio also includes Mercedes-Benz dealerships for passenger cars. Powered by Capital Market - Live

Net profit of Talbros Automotive Components rose 7.71% to Rs 22.20 crore in the quarter ended June 2025 as against Rs 20.61 crore during the previous quarter ended June 2024. Sales rose 1.18% to Rs 206.76 crore in the quarter ended June 2025 as against Rs 204.35 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales206.76204.35 1 OPM %15.0214.53 - PBDT35.5334.29 4 PBT27.9426.42 6 NP22.2020.61 8 Powered by Capital Market - Live

Talbros Automotive Components will hold a meeting of the Board of Directors of the Company on 7 August 2025.Powered by Capital Market - Live

Talbros Automotive Components along with its JV's has received orders worth ~Rs. 580 crore for both domestic and exports market from the leading OEM's. These orders are to be executed over the period of next 5 years. These orders include orders from all the company's product lines like gaskets, heat shields, forging components, chassis and hoses.  ' Received orders worth ~Rs. 260 crores (includes ~Rs. 150 crores of exports, majorly in Europe) from the sealing business for gaskets and heat shield products and forgings products. ' Of this, ~Rs. 180 crores is for the gasket & heat shield segment received from multiple OEMs. Remaining ~Rs. 80 crores is for the forgings division. ' By strategically increasing its exports to Europe'a region known for its stringent quality standards and specialization in the automotive components industry'the company is deepening its footprint in a highly competitive and demanding market. This expansion not only demonstrates the company's capability to meet global benchmarks but also positions it as a reliable supplier within the European automotive ecosystem. As a result, the company is gaining market share in this region. ' Received orders worth ~Rs. 290 crores through JV (Marelli Talbros Chassis Systems) for Chassis components. ~50% of these orders are for EV segment.  ' Received orders through JV (Talbros Marugo Rubber) worth ~Rs. 30 crores in the domestic market for products like Hoses and A/V. The commercialization for these products will start from the H2 FY26. Powered by Capital Market - Live

These orders are to be executed over the period of next 5 years. These orders include orders from all the company's product lines like gaskets, heat shields, forging components, chassis and hoses. Offering additional details on the same, Talbros Automotive stated that it has received orders worth Rs 260 crore from the sealing business for gaskets and heat shield products and forgings products. The company, through its JV Marelli Talbros Chassis Systems has secured orders worth Rs 290 crore for chassis components, with 50% of these orders belonging to the EV segment. Through another JV firm Talbros Marugo Rubber, the company has bagged orders worth Rs 30 crore in the domestic market for products like Hoses and A/V. The commercialization for these products will start from the H2 FY26. These orders will help further enhance the company's revenue visibility and improve profitability. These orders from highly specialized auto markets and customers greatly signify the capabilities developed by TACL and its JV companies, Talbros Automotive said in a statement. Talbros Automotive Components, the flagship manufacturing company of the Talbros Group. It manufactures automotive & industrial gaskets in collaboration with Coopers Payen of the UK. The company is the mother brand of gaskets, chassis, rubber products, and forgings in India. Talbros Group portfolio also includes Mercedes-Benz dealerships for passenger cars. The company's net profit declined 46.60% year-on-year to Rs 26.58 crore in Q4 FY25, compared to Rs 49.78 crore in Q4 FY24. Revenue from operations rose 1.57% YoY to Rs 205.86 crore in Q4 FY25. Powered by Capital Market - Live