Talbros Auto.
Talbros Auto. Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Talbros expects better growth in upcoming quarters, with Q2 performing stronger than Q1 and Q3 being very bullish due to delayed OEM order execution now coming on track. The company expects double-digit growth in revenue for FY '26, with around 15% growth guidance, not 20% (Page 5).
From Talbros Auto.'s Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Talbros expects better growth in upcoming quarters, with Q2 performing stronger than Q1 and Q3 being very bullish due to delayed OEM order execution now coming on track.
- The Forging division, which remained flat at INR75 crores in Q1 due to muted European demand and press breakdowns, is expected to see growth from Q3 and Q4 as new parts are added and issues resolve.
- Indian automotive industry volume declined 5.1% in Q1 FY ’26, but festive demand, better monsoon, and improving schedules from OEMs should boost PV, 2-wheeler, and CV segments in H2 FY ’26.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Talbros Auto. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex plans for FY '26 include INR 50 crores investment.
- Recently ordered a 1,600-tonne press worth approx. INR 10 crores.
- Another 4,000-tonne press order planned before the end of the calendar year.
- Capex is fully online and on track, with no holdbacks due to market demand.
- Investments aimed at increasing forging capacity (~INR 350 crores revenue potential) and gasket capacity (~INR 600 crores revenue potential).
- Focus on adding larger, value-added components for existing and new OEMs.
- Strategic efforts to expand exports, particularly into European markets.
2 more points management made on capital expenditure plans
Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Talbros Auto. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Talbros Automotive secured orders worth INR 580 crores during Q1 FY'26 across various products and geographies.
- There is a strong order pipeline in both the forging and heat shield businesses supporting FY'27 growth targets of INR 500 crores and INR 700 crores respectively.
- Management expects to announce a more substantial order book in the next 1-2 months once the orders are solidified.
- Orders from customers like Mahindra & Mahindra are increasing, with some programs scheduled for Q3 and FY'27.
- Delays in some OEM projects (e.g., Maruti EV, JLR EV) have postponed the realization of orders but orders and samples are ready awaiting green signals.
2 more points management made on order book & pipeline
Talbros Auto. — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹237 Cr, net profit ₹32 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Talbros Auto.'s management said in earlier quarters
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Frequently Asked Questions
What were Talbros Auto. Q1 FY26 results?
Talbros expects better growth in upcoming quarters, with Q2 performing stronger than Q1 and Q3 being very bullish due to delayed OEM order execution now coming on track. The company expects double-digit growth in revenue for FY '26, with around 15% growth guidance, not 20% (Page 5).
What is Talbros Auto. share price analysis?
Talbros Auto. currently shows a neutral. The stock trades at a P/E of 23.1 with a market cap of ₹2,590 Cr. Investors should review the full earnings analysis for detailed insights.
Is Talbros Auto. planning capital expenditure?
Capex plans for FY '26 include INR 50 crores investment. - Recently ordered a 1,600-tonne press worth approx.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.