Conference Call with Talbros Automotive Components Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 1 month 1 week ago

Auto Parts & Equipment company Talbros Automotive Components announced Q4FY26 & FY26 results Consolidated Financial Highlights: Revenue from operations: Q4FY26: Rs 23,654.74 lakh compared to Rs 20,586.09 lakh in Q4FY25 (YoY increase of 14.91%). Compared to Q3FY26 (Rs 21,359.02 lakh), this reflects a QoQ increase of 10.75%. FY26: Rs 87,004.16 lakh compared to Rs 82,705.22 lakh in FY25 (YoY increase of 5.20%). Profit before tax: Q4FY26: Rs 4,000.66 lakh compared to Rs 3,359.89 lakh in Q4FY25 (YoY increase of 19.07%). Compared to Q3FY26 (Rs 3,395.82 lakh), this reflects a QoQ increase of 17.81%. FY26: Rs 13,092.56 lakh compared to Rs 11,943.29 lakh in FY25 (YoY increase of 9.62%). Profit after tax: Q4FY26: Rs 3,161.75 lakh compared to Rs 2,658.10 lakh in Q4FY25 (YoY increase of 18.95%). Compared to Q3FY26 (Rs 2,719.55 lakh), this reflects a QoQ increase of 16.26%. FY26: Rs 10,411.00 lakh compared to Rs 9,443.27 lakh in FY25 (YoY increase of 10.25%). Earnings per share: Q4FY26: Rs 5.12 compared to Rs 4.31 in Q4FY25. Compared to Q3FY26 (Rs 4.41), this reflects a QoQ increase of 16.10%. FY26: Rs 16.87 compared to Rs 15.30 in FY25 (YoY increase of 10.26%). Standalone Financial Highlights: Revenue from operations: Q4FY26: Rs 23,654.74 lakh compared to Rs 20,586.09 lakh in Q4FY25 (YoY increase of 14.91%). Compared to Q3FY26 (Rs 21,359.02 lakh), this reflects a QoQ increase of 10.75%. FY26: Rs 87,004.16 lakh compared to Rs 82,705.22 lakh in FY25 (YoY increase of 5.20%). Profit before tax: Q4FY26: Rs 3,342.95 lakh compared to Rs 2,826.97 lakh in Q4FY25 (YoY increase of 18.25%). Compared to Q3FY26 (Rs 2,774.79 lakh), this reflects a QoQ increase of 20.48%. FY26: Rs 11,065.45 lakh compared to Rs 10,287.27 lakh in FY25 (YoY increase of 7.56%). Profit after tax: Q4FY26: Rs 2,504.04 lakh compared to Rs 2,125.18 lakh in Q4FY25 (YoY increase of 17.83%). Compared to Q3FY26 (Rs 2,098.52 lakh), this reflects a QoQ increase of 19.32%. FY26: Rs 8,383.89 lakh compared to Rs 7,787.25 lakh in FY25 (YoY increase of 7.66%). Earnings per share: Q4FY26: Rs 4.06 compared to Rs 3.44 in Q4FY25. Compared to Q3FY26 (Rs 3.40), this reflects a QoQ increase of 19.41%. FY26: Rs 13.58 compared to Rs 12.62 in FY25 (YoY increase of 7.61%). Business Highlights: Dividend: The Board has recommended a final dividend of Rs 0.55 per equity share (27.5% of face value of Rs 2/- each) for the financial year 2025-26, subject to approval by shareholders at the ensuing AGM. New Appointment: Mr. Pratham Mittal has been appointed as an Additional Director (Non-Executive, Independent Director) of the Company for a term of 5 years, effective from May 20, 2026. New Investment: The company acquired a 26% Equity Share Capital of CleanMax Kaziranga Private Limited for Rs 337.49 lakh to obtain solar power for captive consumption. Labour Codes Impact: The company assessed the impact of the new Labour Codes (effective November 21, 2025) and has factored the costs into the financial results under employee benefit expenses. Result PDF

• Trendlyne
• 1 month 2 weeks ago

Auto Parts & Equipment company Talbros Automotive Components announced Q3FY26 results Revenue: Rs 220.4 lakh against Rs 204.4 lakh during Q3FY25, change 8%. EBITDA: Rs 39.8 lakh against Rs 35.6 lakh during Q3FY25, change 12%. EBITDA Margin: 18% for Q3FY26. PAT: Rs 27.2 lakh against Rs 23.8 lakh during Q3FY25, change 14%. PAT Margin: 12.3% for Q3FY26. Anuj Talwar, Jt. Managing Director, TACL, said: “TACL reported a strong performance in Q3FY26, with consolidated revenue of Rs 220 crore, up 8% YoY backed by increased demand momentum in this quarter, led by the recent GST reforms by the government which has improved consumer sentiment. EBITDA for the quarter stood at Rs 39.8 crore, translating into a robust margin of 18%, among the highest in the industry. The performance was driven by operational efficiencies, cost discipline and an improved product mix. All divisions performed well during the quarter, except the Forgings division, which was temporarily impacted due to export-related factors. Performance in this segment has since improved and is expected to strengthen further from the next quarter Exports for the nine months contributed 25% of the total revenue, reaffirming our growing global presence. It continues to be a key growth driver for us. We expect the revenue contribution from exports to grow further backed by the strong orderbook. TACL remains committed to transitioning from order acquisition to execution, ensuring that the Company continues to drive revenue and reinforce long-term growth prospects. During the quarter, TACL and its joint ventures secured new orders worth ~Rs 1,000 crore over 5 years, including nearly Rs 700 crore from exports and Rs 100 crore orders for EV components, providing strong medium-term visibility. Going forward, Talbros remains focused on expanding its global footprint, strengthening OEM relationships and sustaining margins through value-added products and cost efficiency, in line with its long-term growth strategy. We remain 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.” Result PDF

• Trendlyne
• 4 months 2 weeks ago