Shares of Talbros Automotive Components climbed 4.77% to Rs 334.80 on Thursday after the company reported strong Q4 FY26 earnings and issued upbeat FY27 growth guidance during its post-results concall.
The stock emerged among the top gainers on the NSE in early trade, with investors reacting positively to the company’s improving profitability, margin expansion, and strong outlook for both standalone and joint venture businesses. The stock touched an intraday high of Rs 337.20 against the previous close of Rs 319.55.
Talbros Automotive reported Q4 FY26 revenue of Rs 236.55 crore, up 14.91% year-on-year from Rs 205.86 crore. EBITDA increased 17.69% YoY to Rs 40.87 crore, while EBITDA margin improved to 17.28% from 16.87% in the corresponding quarter last year.
Profit after tax for the quarter rose 18.95% year-on-year to Rs 31.62 crore, compared to Rs 26.58 crore reported in Q4 FY25. Profit before tax stood at Rs 40.01 crore, reflecting a 19.07% YoY increase.
During the earnings concall, management guided for 15% to 20% year-on-year revenue growth in FY27 and said the company is targeting to cross Rs 1,000 crore in annual revenue while maintaining EBITDA margins in the 17% to 18% range.
The company also outlined an aggressive CapEx roadmap, with planned investments of Rs 103 crore in FY27. This includes Rs 60 crore for the Forging division, Rs 16 crore for the Gasket division, Rs 20 crore for Marelli Talbros, and Rs 7 crore for Talbros Marugo.
Management said the second half of FY27 is expected to be significantly stronger than the first half, while Q1 FY27 revenue is likely to remain broadly in line with Q4 FY26 performance.
The company also expects strong growth from its joint ventures, with Marelli Talbros Chassis Systems projected to grow 35%–40% and Talbros Marugo expected to deliver around 15% top-line growth in FY27.
Talbros added that its standalone Gasket and Forging businesses are expected to post double-digit revenue growth, supported by Rs 50–70 crore in additional billing from new part numbers and commercialization in the Forging segment beginning October.
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