Talbros Auto Secures ₹1,000 Crore Orders for FY27

Talbros Auto Secures ₹1,000 Crore in Multi-Year Orders

Talbros Automotive Components Limited (TACL), a key player in India's auto ancillary sector, has announced a significant business achievement. The company, along with its joint ventures, has secured a substantial portfolio of multi-year orders valued at over ₹1,000 crore from leading Original Equipment Manufacturers (OEMs). These contracts cover both domestic and international markets and are set to bolster the company's long-term revenue streams. The execution of these orders is planned over a five-year period, with commercial production scheduled to commence from the financial year 2027.

A Detailed Breakdown of the Order Book

The new orders span across TACL's diverse product portfolio, including gaskets, heat shields, forgings, chassis components, hoses, and anti-vibration parts. This broad-based win underscores the company's integrated capabilities and strong relationships with major automotive players globally. The contracts provide clear revenue visibility for the company and its partners for the latter half of the decade.

Forgings Division Leads with Major Export Win

The forgings business has emerged as a standout performer, securing export orders worth approximately ₹500 crore. A significant portion of this business comes from a newly acquired customer, a major European-based global automotive component supplier. This win is a testament to Talbros's ability to meet stringent international quality standards and expand its footprint in the competitive European market.

Sealing and JV Businesses Show Robust Growth

The company's sealing business, which includes gaskets and heat shields, also secured orders amounting to around ₹250 crore. This includes approximately ₹110 crore designated for exports, further diversifying its international revenue base.

The joint ventures have also played a crucial role in this order inflow. Marelli Talbros Chassis Systems, a key JV, has won export orders of about ₹90 crore. These orders are for Body-in-White (BIW) components for a multinational luxury vehicle and SUV manufacturer and are specifically targeted at the electric vehicle (EV) segment. Another JV, Talbros Marugo Rubber, secured domestic orders worth ₹170 crore for its range of hoses and anti-vibration products.

Strategic Focus on Exports and Electric Vehicles

A closer look at the order composition reveals a clear strategic direction. Approximately ₹700 crore of the total order value is earmarked for exports, signaling TACL's successful push into global supply chains. Furthermore, around ₹100 crore is dedicated to the burgeoning EV segment. This strategic alignment with future mobility trends positions Talbros to capitalize on the global automotive industry's transition towards electrification.

Order Summary Table

To provide a clear overview, the new orders can be summarized as follows:

Market Outlook and Execution Timeline

While the announcement is a significant positive for Talbros, the financial impact will be gradual. The commercialization beginning in FY27 means that the revenue from these orders will start reflecting in the company's financial statements in the coming years. Investors and analysts will be closely monitoring the company's execution capabilities. Successfully managing supply chains, maintaining quality standards across diverse product lines, and navigating potential cost fluctuations will be critical for realizing the full potential of these contracts. The long-term nature of the orders, however, provides a stable foundation for future growth.

Upcoming Corporate Developments

In a related development, the company's board of directors is scheduled to meet on Wednesday, February 11, 2026. The agenda includes the consideration and approval of the unaudited standalone and consolidated financial results for the quarter and nine months ending December 31, 2025. This meeting will provide further insights into the company's current performance as it prepares for future expansion.

Conclusion

The acquisition of over ₹1,000 crore in new orders is a landmark achievement for Talbros Automotive Components. It not only enhances the company's revenue visibility but also validates its strategic focus on high-growth areas like exports and electric vehicles. By securing long-term contracts with prominent global OEMs, Talbros has solidified its position as a reliable and competitive player in the international auto components market. The key to unlocking the value of these orders will now lie in seamless and efficient execution over the five-year timeline.