Talbros Auto.
Talbros Auto. Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Future growth expectations for Talbros Automotive Components Limited: - Full-year revenue growth expected at around 10% for FY26. Full-year revenue expected around INR1,750 to INR1,800 crores in FY26, with 10% growth full year (Q2 flat, strong recovery in H2) - EBITDA margins steady around 16.5%, supported by improved product
From Talbros Auto.'s Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
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
- Current year's capex focused on Gasket and Forging divisions, totaling around INR 50 crores.
- Additional capex of INR 8 crores for the Marugo Rubber business.
- Significant capex of around INR 60 crores spent in the Marelli business this year.
- New JV with Lohum Cleantech involves a planned capex of INR 70 crores over the next 2 years.
- The JV capex will be financed with 40% equity and 60% debt.
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 won two large orders close to INR 500 crores last year.
- Navin Juneja mentioned that new orders are coming, but specifics will be announced when the order amount becomes sufficient.
- The company expects to provide an update on order book status by March.
- New customer additions include Kia (INR 13-15 crores annually), Kamaz Russia (INR 10 crores annually), and Cummins gasket (INR 10 crores annually), all expected to start production around January-February 2026.
- Orders from Mercedes in the Europe business are starting, with sample supplies in Nov-Dec and volume growth expected from January.
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. Q2 FY26 results?
Future growth expectations for Talbros Automotive Components Limited: - Full-year revenue growth expected at around 10% for FY26. Full-year revenue expected around INR1,750 to INR1,800 crores in FY26, with 10% growth full year (Q2 flat, strong recovery in H2) - EBITDA margins steady around 16.5%, supported by improved product
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?
Current year's capex focused on Gasket and Forging divisions, totaling around INR 50 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.