Talbros Auto.
Talbros Auto. Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a 15% to 20% year-on-year revenue growth in FY27. Revenue Growth: Talbros expects a 15% to 20% year-on-year growth in FY27, driven by increasing OEM demand and ramping up capacities.
From Talbros Auto.'s Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a 15% to 20% year-on-year revenue growth in FY27.
- Top line guidance expects Marelli JV to grow 35%-40%, Marugo JV around 15%.
- New businesses commercializing will add approximately INR150-160 crores in revenue.
- Full billing from new Forging division orders is expected from October FY27 onwards.
- Orders from major clients like Stellantis and European manufacturers will contribute significantly starting H2 FY27.
- Upcoming capex (around INR60 crores in forgings, INR20 crores for Marelli, INR7 crores for Marugo) supports capacity expansion.
- Export contribution expected to reach 30% in 1-2 years, helping diversify revenue base.
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
- FY26 Capex Highlights:
- INR16 crores invested in Gasket and Heat Shield segments for new business including Cummins USA.
- Forging division capex of INR60 crores planned for new Marelli business (INR90 crores) and additional businesses (DANA, GKN).
- Marelli JV expects INR20 crores capex mainly for machinery to serve European customers.
- Marugo to incur INR7 crores capex for plant and equipment upgrades.
- Capex is expected to be completed by September-October FY27, with about 25% already spent.
- Gujarat Facility:
- Planned capex for Gujarat plant shifted to FY27-28 due to timing of SOP related to Maruti and Tata Motors orders.
- Future Capex Outlook:
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
- The declared order book based on projected volumes is challenging to track precisely as orders are both big and small; about 70% of the total order book is commercialized by year-end.
- For FY26, annual order book declared:
- FY23: INR 326 crores (5-year peak volume), INR 27 crores delivered last year.
- FY24: INR 431 crores (5-year peak volume), INR 37 crores delivered in FY25.
- Major orders include:
- INR 1,000 crores chassis division order for Stellantis starting June FY27 (INR 150 crores/year for 5 years; INR 100 crores expected this year).
- An EV order from a European car manufacturer delayed but expected to start September FY27.
- Heat Shield business with INR 100 crores order for a Korean car manufacturer started (INR 20 crores/year).
- INR 500 crores Forging division order commercialization begins October FY27.
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. Q4 FY26 results?
The company targets a 15% to 20% year-on-year revenue growth in FY27. Revenue Growth: Talbros expects a 15% to 20% year-on-year growth in FY27, driven by increasing OEM demand and ramping up capacities.
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?
FY26 Capex Highlights: - INR16 crores invested in Gasket and Heat Shield segments for new business including Cummins USA.
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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.