Talbros Automotive Components Ltd
Talbros Automotive Components Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
The short version
Gasket division targeted revenue: INR 850-900 crores by FY 2030. Talbros Automotive targets revenue growth in key divisions by FY30: - Gasket division: INR 850-900 crores - Forging division: INR 600-700 crores - Fastest growth expected in FY27 from Marelli JV (30%-40%), forging (20%+), gasket and TMR (18%-20%).
From Talbros Automotive Components Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Gasket division targeted revenue: INR 850-900 crores by FY 2030.
- Forging division targeted revenue: INR 600-700 crores by FY 2030.
- Marelli JV expected to grow fastest with 30%-40% growth in FY27.
- Forging segment to grow around 20%+ in FY27.
- Gasket and TMR divisions anticipated growing around 16%-20% in FY27.
- Overall company targeting 18%-20% revenue growth for FY27.
- EV component contribution expected to increase from 3.27% currently to around 5% in next 2-3 years.
- New orders and expansions with global OEMs (e.g., Jaguar Land Rover, Cummins, Kia, Stellantis) expected to support growth.
- Export revenue goal set at 35% by FY28.
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Profitability & Margins
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Capital Expenditure Plans
- Planned capex for FY27 is about INR103 crores.
- Capex is targeted across gaskets, forgings, heat shields to meet OEM demand.
- The company is exploring a potential new plant in Gujarat for chassis components, in discussions with Tata Motors.
- Investment underway in Lohum Talbros JV focusing on sustainable materials to recover Carbon Black and Devulcanized Rubber, aiming to strengthen presence in the circular economy.
- Expansion plans include scaling exports to 35% by FY28 and growing gasket and forging divisions significantly by FY30.
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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
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Order Book & Pipeline
- Forging division has a serious order book of approximately INR 500 crores for 5 years (~INR 100 crores per annum).
- New orders from Marelli expected to mature in Q3 and Q4, boosting forging division performance.
- Order book for forging and gasket divisions supports targeted growth rates (forging 15–20%, gasket ~17% growth).
- New orders secured from Kia and Cummins adding depth to the order book.
- Started supplying Stellantis in forging and heat shield divisions after 2 years of development.
- Growing EV component orders from JLR (~INR 15–20 crores annually starting from next calendar year).
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Talbros Automotive Components Ltd — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): 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 Automotive Components Ltd Q1 FY27 results?
Gasket division targeted revenue: INR 850-900 crores by FY 2030. Talbros Automotive targets revenue growth in key divisions by FY30: - Gasket division: INR 850-900 crores - Forging division: INR 600-700 crores - Fastest growth expected in FY27 from Marelli JV (30%-40%), forging (20%+), gasket and TMR (18%-20%).
What is Talbros Automotive Components Ltd share price analysis?
Talbros Automotive Components Ltd currently shows a neutral. The stock trades at a P/E of 22.8 with a market cap of ₹2,552 Cr. Investors should review the full earnings analysis for detailed insights.
Is Talbros Automotive Components Ltd planning capital expenditure?
Planned capex for FY27 is about INR103 crores.
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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.