TALBROS AUTOMOTIVE COMPONENTS LTD.

Talbros Automotive Components Ltd (TACL) announced its Q1 FY27 unaudited financial results, reporting its strongest ever quarterly performance. Total revenue from operations grew 15% year-on-year to ₹242 crores, while Profit After Tax (PAT) surged 35% to ₹30 crores. EBITDA also saw a significant increase of 23% to ₹43 crores, with EBITDA margins improving to 17.6%. The company highlighted strong demand from OEM and domestic markets, particularly in the Gasket & Heat Shield division, and a turnaround in the Forgings division. Joint ventures MTCS and TMR also contributed positively to growth. Despite facing challenges like increased freight, energy, and commodity costs, TACL remains optimistic about FY27, projecting 18-20% revenue growth and stable EBITDA margins.

Talbros Automotive Components Ltd announced its Unaudited Financial Results for the quarter ended June 30, 2026. The Board of Directors approved the standalone and consolidated results in a meeting held on August 10, 2026. The company has submitted these results along with the Limited Review Report from its statutory auditors to the stock exchanges and uploaded them on its website. The financial statements have been prepared in accordance with Indian Accounting Standard 34.

Talbros Automotive's consolidated Q1 FY27 revenue came in at ₹238.41 Cr, up 15.3% YoY and essentially flat QoQ (+0.8% vs ₹236.55 Cr in Q4 FY26). Consolidated PAT was ₹30.02 Cr, up a sharper 35.2% YoY (₹22.20 Cr) even as it slipped 5.1% QoQ from ₹31.62 Cr. EPS was ₹4.86 versus ₹3.60 a year ago and ₹5.12 last quarter. No exceptional items feature in either the current or comparison periods, so the YoY PAT jump is a clean read, not a one-off. The gap between revenue growth (+15.3%) and PAT growth (+35.2%) YoY is explained mainly by the joint-venture line: combined profit from Marelli Talbros Chassis Systems and Talbros Marugo Rubber rose to ₹6.09 Cr from ₹4.00 Cr a year earlier (+52%), lifting consolidated PBT to ₹37.67 Cr against a standalone PBT of ₹31.57 Cr. Standalone PAT alone was ₹23.92 Cr (EPS ₹3.88), well below the consolidated print, showing the JVs did the heavy lifting this quarter. Consolidated net margin expanded to 12.6% from 10.5% YoY, and EBITDA margin (op. profit ex-finance cost and depreciation, over operating revenue) improved to about 16.4% from 15.0% YoY — though both eased sequentially from Q4's 13.1% NPM and 17.3% OPM. Against management's prior guidance, revenue growth landed near the low end of the 15-20% FY27 band and Q1 came in essentially flat with Q4 as management had specifically flagged — both markers held. The 17-18% EBITDA margin target was not met this quarter (~16.4%), a shortfall management will need to close through mix and cost pass-through as promised. No external analyst/brokerage consensus for Q1 FY27 could be located in a public search, so the print cannot be benchmarked against street estimates. This quarter's other developments — a new JV with Lohum Cleantech (announced July 2, 2026) for recovered carbon black and devulcanized rubber, and a board change with independent director Deepak Jain's resignation (June 2) and Pratham Mittal's appointment as additional director (May 20) — are governance/strategic items with no bearing on this quarter's numbers. Management's own FY27 framing points to a much stronger second half, with Marelli Talbros Chassis Systems guided for 35-40% growth and Talbros Marugo Rubber for around 15%, implying Q1's mid-teens topline growth is a base rather than the year's run-rate. The two checkpoints going forward are whether EBITDA margin recovers toward the guided 17-18% band and whether the JV profit contribution, this quarter's main swing factor, sustains its pace.

Talbros Automotive Components Ltd has announced that its Board of Directors will convene on August 10, 2026. The primary agenda item for this meeting is to consider and approve the company's unaudited financial results for the quarter ending June 30, 2026. These results will be presented on both a standalone and consolidated basis. Additionally, the company informed that its trading window for dealing in equity shares will remain closed until August 12, 2026, in accordance with its Insider Trading Code of Conduct.

Talbros Automotive Components Ltd has executed a Joint Venture Agreement with Lohum Cleantech Private Limited to form a new entity, Lohum Talbros CarbonTech Private Limited. This joint venture will focus on the trading, manufacturing, production, and refining of recovered Carbon Black (rCB) and devulcanized rubber. The JV company's board will consist of five directors, with Lohum Cleantech nominating three and Talbros Automotive nominating two. Talbros Automotive Components Limited will hold a 49% stake, while Lohum Cleantech Private Limited will hold 51% in the JV.

Talbros Automotive Components Ltd has executed a Joint Venture Agreement with Lohum Cleantech Private Limited to establish Lohum Talbros CarbonTech Private Limited. This new entity will focus on the trading, manufacturing, producing, and refining of recovered Carbon Black (rCB) and devulcanized rubber. The JV agreement outlines a shareholding structure where Lohum Cleantech Private Limited will hold 51% and Talbros Automotive Components Limited will hold 49%. The JV's Board will consist of five directors, with Lohum Cleantech nominating three and Talbros Automotive nominating two. Both companies are independent entities and not related parties. This strategic move diversifies Talbros' business into the circular economy space.

Talbros Automotive Components Ltd has announced the closure of its trading window for dealing in the company's securities. This closure is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's internal code of conduct. The window will be shut for all insiders, including designated persons and their immediate relatives, starting from July 1, 2026. It will remain closed until 48 hours after the declaration of the company's unaudited financial results (both consolidated and standalone) for the quarter ended June 30, 2026. The specific date for the board meeting to approve these financial results will be communicated separately. Designated persons have been reminded not to trade in the company's securities during this period.

Talbros Automotive Components Ltd has announced the resignation of Mr. Deepak Jain from his position as an Independent Director, effective from the close of business hours on June 1, 2026. Mr. Jain cited other professional commitments and time constraints as the reasons for his departure. He has confirmed that there are no other material reasons for his resignation. Mr. Jain currently holds directorships and committee positions in other listed entities, including Lumax Industries Limited, Lumax Auto Technologies Limited, and RSWM Limited.

Talbros Automotive Components Ltd. has appointed Mr. Pratham Mittal (DIN: 08338216) as an Additional Director (Non-Executive Independent Director) effective May 20, 2026. The appointment was approved during a Board of Directors meeting held on May 20, 2026, which also included the approval of audited financial results for the year ended March 31, 2026, recommendation of a final dividend of ₹0.55 per share, and a notice of postal ballot for shareholder approval of Mr. Mittal's appointment as an Independent Director for a 5-year term.

Talbros Automotive Components Ltd (TACL) announced its Q4 and FY26 financial results, reporting its strongest ever quarterly performance. Q4 FY26 consolidated revenue grew by 14% YoY to ₹241 crores, with EBITDA at ₹45 crores (up 13% YoY) and a margin of 18.7%. Profit after tax increased by 19% YoY to ₹32 crores. For FY26, total revenue grew by 5% to ₹890 crores, with EBITDA at ₹156 crores, also up 5% YoY. The company appointed Mr. Ashish Gupta as CEO. Exports contributed 24% of Income from Operations for Q4 FY26 and 25% for FY26.