StockWatch
·
Filing
Q2

TALBROS AUTOMOTIVE COMPONENTS LTD.

TALBROAUTOFY2613 Nov 2025
Revenue+3.1%
Net Profit+4.1%
OPM14.92%

P&L

Quarterly Consolidated

Revenue
+3.1%213.15
Expenditure
+3.3%192.78
Net Profit
+4.1%23.10
NPM 10.65%+1.0%EPS ₹3.74+3.9%

vs Q1 FY26

Talbros Automotive Components Reports Q2 & H1 FY26 Financial & Business Update with 1% YoY Total Revenue Growth

13 Nov 2025 · 13 Nov 2025, 03:17 pm

Summary

Talbros Automotive Components Limited (TACL) announced its unaudited financial results for the quarter and half year ended 30th September 2025. Despite challenges such as muted momentum across the automotive industry and a cyberattack on a key European client, TACL delivered a robust EBITDA margin of 16.5%. Exports contributed 26% of the total revenue, and the company remains focused on diversification, deeper OEM relationships, and margin enhancement through product mix optimization and cost discipline.

Key Highlights

  1. 1

    Total revenue from Operation: ₹ 427.4 crore (0% YoY growth)

  2. 2

    EBITDA: ₹ 70.4 crore (-2% YoY growth)

  3. 3

    Profit After Tax: ₹ 45.3 crore (3% YoY growth)

  4. 4

    Exports contributed 26% of the total revenue

Management Comments

M

Mr. Anuj Talwar

Jt. Managing Director, TACL

In H1 FY26, TACL reported total revenue of ₹ 427 crore, primarily impacted by muted momentum across the automotive industry during the period. Additionally, a cyberattack on one of our key European clients temporarily disrupted their operations, resulting in a one-time business loss for the quarter. We have already recovered some part of this loss in Q3FY26 and rest of this would be recovered by the end of the year. Despite these challenges, we were able to deliver a robust EBITDA margin of 16.5%, among the highest in the industry. This demonstrates the company’s continued focus on operational efficiencies, cost optimization, and an enhanced product mix. Exports for the half year contributed to 26% of the total revenue, reaffirming our growing global presence. However, we are seeing demand momentum to improve in the last 10 days of the quarter and during the month of October as well. We expect this momentum to continue supported by GST reform which is expected to boost consumer purchasing power and drive demand in the automotive industry. Looking forward, we remain focused on diversification, deeper OEM relationships, and margin enhancement through product mix optimization and cost discipline. We are also committed to our long-term vision of becoming a leading global automotive components player, continuously innovating and adapting to evolving market needs to ensure sustained growth and relevance.

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