Talbros Auto.
Talbros Auto. Q3 FY25: Capex ₹80 Cr
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting minimum 25% growth over the next two years across various divisions. - Expect around 12-15% growth in the gasket business. - Heat shield segment projected to grow ~25% in the next 1-2 years, with revenues estimated at Rs. Talbros Automotive expects overall revenue growth of around 20%+ over the next couple of years, driven by multiple business segments including Gasket (12-15%), Heat Shield (25%), Forging (25%), Marelli JV (30-35%), and Marugo (around 25%).
From Talbros Auto.'s Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting minimum 25% growth over the next two years across various divisions.
- Expect around 12-15% growth in the gasket business.
- Heat shield segment projected to grow ~25% in the next 1-2 years, with revenues estimated at Rs. 65-70 Cr in FY '26.
- Forging segment aiming for 25% growth, targeting Rs. 500 Cr by FY '27 (~27% YoY growth).
- Marelli JV expected to reach about Rs. 500 Cr revenue by FY '27 with ~15% EBITDA margins.
- Talbros Marugo Rubber (TMR) segment remains very positive, targeting ~25% growth.
- Overall company growth guidance maintained at a 20%+ CAGR over the next few years.
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Profitability & Margins
See what Talbros Auto. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Talbros plans an ₹80 crore CAPEX by FY '27, focused on capacity expansion; details to be clearer by May with annual results after fresh OE customer orders are finalized.
- Marelli JV's shed is ready; total CAPEX approx. ₹45-50 crore. Production to start Aug-Sep 2025, targeting ₹500 crore revenue by FY '27 with ~15% EBITDA margin.
- New plant for Stellantis order commissioning in next six months, increasing capacity to ~₹500 crore.
- Capacity utilization: Gasket/Shield approx. ₹530-540 crore potential (85% utilized), Forging ₹350 crore potential (70-75% utilized), Machining 90% utilized, Marugo plant producing ~₹130-135 crore of ₹180 crore capacity.
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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
- In FY '24, Talbros secured new orders worth ₹980 crore.
- In the first 9 months of FY '25, additional new contracts worth ₹1,478 crore were secured.
- The company has pending orders for EV components from top OEMs, with the project experiencing some launch delays.
- For Marelli JV, the orderbook includes significant deals, but production commercializations were delayed by 6-9 months; however, orders remain intact.
- Heat Shield segment has new orders of ₹245 crore secured.
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Talbros Auto. — Quarterly revenue & net profit
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 Auto. Q3 FY25 results?
Targeting minimum 25% growth over the next two years across various divisions. - Expect around 12-15% growth in the gasket business. - Heat shield segment projected to grow ~25% in the next 1-2 years, with revenues estimated at Rs. Talbros Automotive expects overall revenue growth of around 20%+ over the next couple of years, driven by multiple business segments including Gasket (12-15%), Heat Shield (25%), Forging (25%), Marelli JV (30-35%), and Marugo (around 25%).
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?
Talbros plans an ₹80 crore CAPEX by FY '27, focused on capacity expansion; details to be clearer by May with annual results after fresh OE customer orders are finalized. - Marelli JV's shed is ready; total CAPEX 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.