Talbros Automotive Q1 FY26 Net Profit Rises 8% to ₹22 Crore

Talbros Automotive Components Ltd. (TACL) reported an 8% year-on-year rise in consolidated profit after tax (PAT) at ₹22 crore for the first quarter of FY26, up from ₹20.6 crore in Q1 FY25. Revenue from operations grew marginally by 1% to ₹211 crore during the quarter, while EBITDA also rose 1% to ₹35 crore, maintaining a stable EBITDA margin of 16.5%.

Profit before tax for the quarter stood at ₹28 crore, reflecting a 6% increase over the same period last year. Exports contributed 28% of total revenues, with particularly strong contributions from the Forgings segment (59% of segment revenue) and Marelli Talbros Chassis Systems (20%).

Despite a 2% dip in revenue from the Forgings business, the company reported strong growth in its joint ventures. EBITDA from Marelli Talbros Chassis Systems (MTCS) and Talbros Marugo Rubber (TMR) increased 30% and 26% respectively on a proportionate basis, supported by a sharper focus on value-added products and operational efficiencies.

Domestically, the company’s revenue mix remained broad-based with Passenger Vehicles contributing 33%, followed by HCV & LCV (25%), 2 & 3 Wheelers (15%), and Agricultural & Off-Highway equipment (14%).

During the quarter, TACL secured new orders worth approximately ₹580 crore and confirmed that it remains on track to add more in FY26. The company stated it is shifting from order acquisition to execution, aiming to convert wins into sustained revenue.

Joint Managing Director Anuj Talwar stated that the Q1 performance reflects the strength of Talbros’ diversified model. The company continues to focus on expanding its OEM relationships, strengthening its EV pipeline, and improving margins through product mix optimisation and cost discipline.

Talbros Automotive Components Ltd. is the flagship entity of the Talbros Group. It manufactures gaskets, chassis systems, rubber products, and forgings, serving major OEMs across India and globally. The company operates 11 manufacturing facilities across Haryana, Uttarakhand, and Maharashtra, and has R&D capabilities in Faridabad. It has technical collaborations with Nippon Leakless Corporation (Japan) and Sanwa Packaging (Japan), and a customer base that includes Bajaj Auto, Tata Motors, Maruti Suzuki, Hero MotoCorp, Hyundai, BMW, and John Deere, among others.