TALBROS AUTOMOTIVE COMPONENTS LTD.
P&L
Quarterly Consolidated
vs Q3 FY26
Talbros Auto Q4 FY26: Revenue Up 14% YoY to ₹241 Cr
20 May 2026 · 20 May, 7:12 pm
Summary
Talbros Automotive Components Limited (TACL) reported its strongest ever quarterly performance in Q4 FY26, with consolidated total revenue from operations growing 14% year-on-year to ₹240.6 crore. For the same quarter, Profit After Tax increased by 19% to ₹31.6 crore, supported by an EBITDA margin of 18.7%. For the full financial year 2026, TACL recorded a 5% year-on-year growth in consolidated total revenue, reaching ₹888.5 crore, while Profit After Tax grew 10% to ₹104.1 crore. Management highlighted momentum across all business segments and a significant rebound in the Forgings division, fueled by new orders and robust export demand. While confident in sustained structural recovery, the company remains watchful of evolving global geopolitical tensions and tariff uncertainties that could impact logistical costs and supply chain timelines.
Key Highlights
- 1
Talbros Automotive Components Limited (TACL) delivered its strongest ever quarterly performance, with consolidated total revenue from operations increasing by 14% year-on-year to ₹240.6 crore for Q4FY26.
- 2
Profit after tax for Q4FY26 rose by 19% year-on-year to ₹31.6 crore, driven by a focus on high-quality export orders and disciplined cost management.
- 3
The company's EBITDA for Q4FY26 grew by 13% year-on-year to ₹44.9 crore, achieving an EBITDA margin of 18.7%.
- 4
For the full financial year 2026, consolidated total revenue from operations grew by 5% to ₹888.5 crore.
- 5
Full-year FY26 EBITDA stood at ₹155.1 crore, marking a 5% increase year-on-year, with an EBITDA margin of 17.4%.
- 6
Profit after tax for FY26 increased by 10% year-on-year, reaching ₹104.1 crore.
- 7
Mr. Ashish Gupta has been appointed as the new CEO of Talbros Automotive Components Limited, bringing over 35 years of leadership experience across diverse industries.
Management Comments
Anuj Talwar
TACL delivered its strongest ever quarterly performance in Q4 FY2026, with Total Revenue of INR 241 Crores, growing 14% year-on-year, driven by momentum across all our business segments. EBITDA for the quarter stood at INR 45 Crores, growing 13% YoY, with EBITDA Margins of 18.7% — a reflection of our focus on high-quality export orders and disciplined cost management, delivering industry-leading margins. Our Forgings division, which had faced headwinds in prior quarters, rebounded with 11% YoY growth, driven by the execution of recently secured orders and robust export demand. We are confident this recovery is structural and will sustain — or improve — going forward. Our Joint Venture partners also contributed meaningfully to this performance, with MTCS growing 35% YoY and TMR delivering 24% YoY growth. For the full year ended March 2026, Consolidated Total Revenue grew 5% to INR 890 Crores, with EBITDA of INR 156 Crores, also growing 5% YoY, at an EBITDA Margin of 17.6%. We are watchful of the evolving global geopolitical tensions and tariff uncertainties. These dynamics could exert some pressure on logistical costs and supply chain timelines in the near term. The strength of our export order book, the operational leverage we have built into our manufacturing base, and our ongoing cost optimisation initiatives provide us with adequate cushion to absorb these headwinds wi
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