Talbros Auto.
Talbros Auto. Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a consolidated sales growth of minimum 15% next year. Talbros targets consolidated revenue growth of minimum 15% next year.
From Talbros Auto.'s Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a consolidated sales growth of minimum 15% next year.
- Marelli segment is expected to grow strongly by 35% to 40%.
- Forging division anticipates growth of over 15%.
- Domestic market growth is projected around 7% to 8%, with potential to reach 8% to 9% due to new orders from Mahindra, Kia Motors, Ashok Leyland.
- Export share expected to increase from 27% in FY '25 to about 30% by next year, reaching 33-34% by FY '27.
- Order book execution is underway; 40-45% started, 30% expected to start next year, rest thereafter.
2 more points from Talbros Auto.'s call on revenue
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Profitability & Margins
See what Talbros Auto. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- In the last financial year (FY '24), standalone capex was around INR 45 crores.
- For the current year (FY '25), expected standalone capex is approximately INR 45-50 crores.
- The entire capex program of INR 110 crores mentioned in the presentation is planned to be completed by FY '26.
- Significant capex is ongoing in Marelli, targeting a capacity ready for approximately INR 600 crores per annum.
- Expansion is also planned in the Marugo division, aiming for revenues around INR 175 crores plus.
2 more points from Talbros Auto.'s call on capex
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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
See what Talbros Auto. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book additions: INR 2,400 crores.
- Execution status: Approximately 40%-45% of orders already started; 60% remaining.
- Expected execution timeline: Around 30% expected to start next year; the balance expected post next year due to delays in product launches (e.g., Stellantis, Jaguar Land Rover).
- Marelli Talbros Chassis Systems: Order book strong; supply to Stellantis to start from Q3 of the calendar year; Maruti EV supply starting June/July.
- Heat Shield segment: New orders worth INR 245 crores received.
- Kia and Hyundai orders (heat shield of INR 14 crores): Hyundai supply ongoing; Kia supply likely to start within a couple of months.
2 more points from Talbros Auto.'s call on order book
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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. Q4 FY25 results?
The company targets a consolidated sales growth of minimum 15% next year. Talbros targets consolidated revenue growth of minimum 15% next year.
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?
In the last financial year (FY '24), standalone capex was around INR 45 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.