Talbros Automotive Components Limited is a diversified Indian automotive components manufacturer producing gaskets, heat shields, forgings, chassis systems, anti-vibration products and hoses across standalone operations and joint ventures with global partners such as Marelli and Marugo, supplying OEMs across passenger vehicles, commercial vehicles, two-wheelers, agri and off-loader segments both domestically and via exports.

The company reported consolidated 9M FY26 total income of ₹647.9 crores (+2.2% YoY), Q3 FY26 revenue of ₹220.4 crores (+8% YoY), EBITDA of ₹39.8 crores for Q3 (18.0% margin) and PAT of ₹27.2 crores, supported by operational efficiencies and a favorable product mix that lifted margins by ~60 bps YoY in Q3.

Talbros has won over ₹1,000 crores of new orders to be executed over five years, including ~₹700 crores of export orders and ~₹100 crores targeted at EV platforms, giving material medium-term revenue visibility and justifying the company’s ₹162 crore FY27 capex plan to scale capacity and meet global OEM quality benchmarks.

Exports are a strategic growth lever: the company’s export mix is concentrated in the UK and Europe (~80% of exports) and management expects exports to increase from ~25% of revenue (9M FY26) to ~35% in FY27E, positioning Talbros to capture supply-chain realignment away from China toward reliable alternate geographies.

Financial strength is notable: consolidated RoCE stood at 17.1% with a low consolidated Debt/Equity of 0.11x as of September 2025, providing capacity to fund the planned capex largely through internal accruals with modest incremental borrowings (management cited ~₹25–30 crores of debt).