TALBROS AUTO. COMP. LTD

Talbros Automotive Components Limited reported its Q1 FY27 earnings during the earnings call held on August 11, 2026. Management highlighted a strong performance in the Indian automotive industry, with passenger vehicle sales growing by 26% year-on-year and the two-wheeler segment recovering with a 20% increase. Talbros achieved a record quarterly revenue of INR 242 crores, a 15% year-on-year growth, with EBITDA at INR 43 crores and a margin of 17.6%. The gasket and heat shield division contributed significantly, accounting for 52% of total revenue. Management noted temporary margin pressure due to elevated commodity prices but expressed optimism about recovering these costs from OEMs. The company is also expanding into data centers, estimating potential annual revenue of INR 30-40 crores from this segment. Talbros aims to increase its export contribution to 35% by FY28 and anticipates continued growth across its divisions.

Management emphasized strong growth and record performance in the earnings call.