Talbros‍‌‍‍‌‍‌‍‍‌ Automotive Components Reports Steady Q2 FY26 Results Despite Industry Challenges

Faridabad, November 13, 2025: Talbros Automotive Components Ltd (NSE: TALBROAUTO) bounced back in the second quarter of FY26 following a challenging Q1. The company maintained its profitability despite a weak automotive market and a short-term disruption at a key European client. Today, Talbros announced its consolidated financial results for Q2 and H1 FY26, highlighting the strength and resilience of its diversified business portfolio.

Q2 FY26 Financial Overview

Talbros Automotive Components Ltd reported consolidated revenue from operations of ₹216.9 crore in Q2 FY26, marginally down 1% from ₹220.2 crore in the same quarter last year. After-tax profit stood at ₹23.1 crore, compared with ₹23.4 crore in Q2 FY25.

The company posted an EBITDA of ₹35.6 crore, with a healthy EBITDA margin of 16.4%, reflecting its ability to manage costs efficiently and maintain strong operational margins despite lower industry volumes. This demonstrates the firm’s resilience and operational discipline.

H1 FY26 Performance Summary

For the first half of FY26, ending September 2025, Talbros Automotive Components Ltd posted a total turnover of ₹427.4 crore, nearly matching ₹429.4 crore in the same period last year. PAT rose 3% year-on-year to ₹45.3 crore, while EBITDA stood at ₹70.4 crore, reflecting steady operational performance.

Exports accounted for 26% of total revenue, highlighting the company’s growing international footprint. The MTCS segment delivered a 12% revenue growth, driven by the increasing adoption of multi-layered composite structures, while the gasket and forging divisions remained largely stable, maintaining consistent performance.

Management Outlook

Joint Managing Director Anuj Talwar noted that Q2 performance was affected by subdued sector demand and a cyberattack at a key European client, which caused temporary disruptions. He added that business recovery has begun in Q3 and is expected to fully normalise by the end of FY26.

Talwar highlighted that efficient cost management and optimisation of the product mix helped the company maintain a healthy EBITDA margin of 16.5%. He also mentioned that demand prospects are gradually improving, supported by a pick-up in consumer sentiment and purchasing power.

Stock Market Performance

Talbros Automotive’s share price has had a mixed performance on the bourses in recent times. It closed 5.40% lower at ₹274.00 on November 13. It moved within a range of about ₹200.20 at the bottom and ₹352.70 at the top in the previous 52 weeks; so it’s still well below previous highs.

Talbros Automotive Components was established as a major supplier of gaskets, chassis systems, rubber components, and forgings in 1956. With 11 manufacturing facilities across the country, it caters to leading vehicle OEMs.

REF: https://nsearchives.nseindia.com/corporate/TALBROAUTO_13112025151317_PressReleaseFinsigned.pdf

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