Talbros Automotive Q1 FY27 Call: Guidance, Dates 2026

Key update: Talbros sets Q1 FY27 earnings call date

Talbros Automotive Components Limited has scheduled its earnings conference call to discuss operational and financial performance for the quarter ended June 30, 2026 (Q1 FY27). The call is set for Tuesday, August 11, 2026, at 12:00 Noon IST, as disclosed by the company. Management participation and global dial-in access have been outlined to support investor engagement across regions. The update comes as investors track the company’s FY27 growth guidance and capex plans, alongside expectations for the June-quarter results.

Conference call schedule and access

The company said the earnings call will be accessible across multiple time zones for international investors, with an India start time explicitly stated. Participants are required to pre-register through the link shared in the official earnings conference call invite. The invite also lists multiple regional dial-in numbers, including India.

Management participants named by the company

Talbros Automotive has confirmed participation by senior leadership for the discussion. The disclosure specifically mentions Anuj Talwar and Navin Juneja as key management personnel expected on the call. Navin Juneja is identified as Director and Group CFO. The company has positioned the call as a forum to discuss both operational performance and financial outcomes for the quarter.

How investors can RSVP and who to contact

For RSVPs and queries, the company’s communication points to Strategic Growth Advisors Pvt. Ltd. as the investor relations interface. The disclosure lists two points of contact: Mr. Deven Dhruva and Mr. Prachi Chhugani. The phone numbers shared are +91 98333 73300 and +91 89492 92029. This setup indicates the company is routing logistics and participation queries through its advisor, while management focuses on the business update and Q1 FY27 discussion.

FY27 guidance: growth, margins, and what is driving it

In the provided material, Talbros has guided for FY27 revenue growth of 15% to 20% year-on-year. The stated drivers include a “commercialized order book” and new business contribution, which is described as adding 11% to 12% growth. Alongside growth, EBITDA margin guidance is stated at 17% to 18%. The same material also indicates that Q1 FY27 revenue is expected to be in line with Q4 FY26, suggesting a steady start to the fiscal year based on management commentary included in the text.

Order pipeline and commercialization timeline disclosed

Talbros’ outlook section references a multi-year order pipeline of Rs 1,000 crore. It also breaks out parts of this pipeline into Rs 700 crore of export orders and Rs 100 crore of EV platform orders. The material states that commercialization starts from 2027 for these wins. This is important because it separates near-term performance commentary from a longer runway of potential execution, while keeping the timeline tied to the company’s own stated start period.

Capex plans: figures cited across disclosures

The article text includes multiple capex figures and phasing references. One section states FY27 capex of Rs 165 crore. Another part, tied to a May 2026 note, states a cumulative capex outlay of Rs 154 crore over FY26-27, with Rs 51 crore in FY26 and Rs 103 crore in FY27. The same note links capex execution to a targeted Rs 1,000 crore revenue milestone in FY27 and reiterates EBITDA margin guidance of 17% to 18%. It also states the forging division allocation at Rs 60 crore as the largest individual segment allocation within the capex plan.

Q1 FY27 expectations and the trailing-growth estimate range

A separate section in the provided text frames a Q1 FY27 preview using a “trailing-growth framework”. Within that framework, Talbros Automotive Components’ Q1 FY27 estimated revenue range is stated at Rs 223-257 crore, versus Q1 FY26 revenue of Rs 211 crore. Estimated PAT is stated at Rs 23-30 crore, versus Q1 FY26 PAT of Rs 22 crore. The same table cites year-on-year growth of +14.1% for revenue and +19.0% for PAT. The results timing is described as July-August 2026 (indicative), aligned with the broader results season for the quarter ended June 2026.

What prior disclosed quarterly numbers show (Q1 FY26)

The included Q1 FY26 investor presentation highlights show limited year-on-year movement on a consolidated basis. Total income from operations is shown at 210.5 (Q1 FY26) versus 209.2 (Q1 FY25), marked as +1%. EBITDA is shown at 34.8 (Q1 FY26) versus 34.6 (Q1 FY25), also marked as +1%. Profit after tax is shown at 22.2 (Q1 FY26) versus 20.6 (Q1 FY25), marked as +8%. These figures help establish a reference point for the Q1 base cited elsewhere (Q1 FY26 revenue of Rs 211 crore and PAT of Rs 22 crore).

Stock and valuation snapshots mentioned in the material

The provided text includes multiple market snapshots for Talbros Automotive Components, reflecting different points of reference. It mentions a current price of Rs 439.35, and also references the stock trading at Rs 410 in the context of the Q1 FY27 preview. Market capitalisation is cited as Rs 1,990 crore in one section and Rs 2,533 crore in another. Valuation multiples are also shown as P/E 20.1 in one place and 24.3 in another. Since these values appear as separate snapshots in the text, readers should treat them as point-in-time references rather than a single consistent quote.

Shareholding fragments included in the dataset

The dataset also includes partial shareholding table fragments. It lists “investors” at 41.57% across multiple quarters up to Jun 2026 in the table shown. It also shows “gyan enterprises pvt ltd” at 1.10% across Jun 2025, Sep 2025, Dec 2025, and Mar 2026, and “-” for Jun 2026 in the same row. Separately, a “Holding Value” is shown as 31.371984875 crore. As the underlying tables are incomplete in the provided text, these points are best read as extracted fragments rather than a complete shareholding summary.

Market impact: what investors will track on Aug 11

For investors, the August 11, 2026 call is a structured checkpoint to reconcile three moving parts disclosed in the material: (1) FY27 guidance of 15% to 20% revenue growth, (2) EBITDA margin guidance of 17% to 18%, and (3) capex execution cited as Rs 165 crore for FY27 and, in another disclosure, Rs 103 crore for FY27 within a Rs 154 crore two-year plan. The call also provides a forum to clarify the timing of commercialization starting from 2027 for the Rs 1,000 crore order pipeline, including Rs 700 crore of export orders and Rs 100 crore EV platform orders. The text also explicitly notes that there was no mention of fundraising through debt or equity in the provided transcript material, which is relevant context for how capex may be funded based on currently available disclosures.

Why this event matters for FY27-FY29 execution

The key significance of the call, based on what is written, is that Talbros is framing the next phase as execution-led and anchored by order wins, capacity ramp-ups, and export expansion. The company’s stated guidance sets a measurable bar for FY27 performance, while the commercialization timeline from 2027 pushes some of the larger pipeline into a later window. The Q1 FY27 discussion is therefore likely to be watched for how near-term demand trends compare with the company’s statement that Q1 revenue should be in line with Q4 FY26.

Conclusion

Talbros Automotive’s Q1 FY27 earnings conference call on August 11, 2026, is the next scheduled milestone for investors looking for clarity on June-quarter performance and the company’s FY27 growth and margin guidance. With disclosures citing a Rs 1,000 crore multi-year pipeline and FY27 capex plans, the call will be watched for execution updates and any refinement of timelines. The next confirmed event is the conference call itself, with pre-registration required through the official invite link and dial-in access provided for participants.