Talbros Automotive Components Limited (TALBROAUTO)
Intimation under Regulation 30 of SEBI (LODR) Regulations, 2015 for Investor Presentation
Q1 FY27 consolidated financial highlights:
- Total Income from Operations 242.2 Cr +15% y-y; EBITDA 42.8 Cr +23% y-y (margin 17.6%, +110 bps y-y); PAT 30.0 Cr +35% y-y (margin 12.4%, +190 bps y-y)
- New orders worth over 1,000 Cr secured, including 100 Cr for EV segment and 700 Cr for exports, to be executed over 5 years starting FY27
- Strong export order book with 2700 Cr recent wins, mainly from Europe and UK, supporting medium-term visibility
- Capex planned for FY27: 103 Cr total, funded by internal accruals and borrowings
- Diverse product portfolio and customer base with significant market share in gaskets and heat shields
- Joint ventures with Marelli and Marugo Rubber contribute to revenue and product diversification
- Management emphasizes positioning for EV transition and global OEM sourcing shifts
Source: Original filing PDF
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🚨 TALBROAUTO — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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