A leading manufacturer of automotive components has secured significant new business. This company, known for supplying critical parts to the global vehicle industry, is announcing major multi-year orders totalling Rs. 580 crore.
Talbros Automotive Components Limited’s stock, with a market capitalisation of Rs. 1,901 crores, rose to Rs. 323, hitting a high of up to 8.08 percent from its previous closing price of Rs. 298.85. However, the stock over the past year has given only a return of 2.6 percent.
Order Details
Talbros Automotive Components Limited (TACL), along with its joint ventures, has secured orders worth approximately Rs. 580 crore from leading OEMs across both domestic and export markets.
These orders will be fulfilled over the next five years and span across gaskets, heat shields, forgings, chassis, and hoses. A significant portion, around Rs. 260 crore, comes from its sealing business, with Rs. 150 crore attributed to exports mainly to Europe for gaskets and heat shields. Of this, Rs. 180 crore is for the gasket and heat shield segment, while Rs. 80 crore is for forgings. The company is expanding its presence in Europe, enhancing its market share by meeting global quality standards.
Additionally, Talbros received Rs. 290 crore worth of orders through its JV with Marelli Talbros Chassis Systems for chassis components, with nearly half of it related to the EV segment. Another Rs. 30 crore in orders came via its JV with Talbros Marugo Rubber for domestic market supplies of hoses and anti-vibration products, which will be commercialised starting H2 FY26.
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Q4 Financials Highlights
In Q4 FY25, the company reported revenue of Rs. 206 crore, reflecting a 1.4 percent YoY growth from Rs. 203 crore in Q4FY24 and a 2.5 percent QoQ increase from Rs. 201 crore in Q3FY25. Over the past three years, revenue has grown at a CAGR of 13 percent, indicating steady top-line expansion.
Net profit for Q4FY25 stood at Rs. 27 crore, marking a sharp 46 percent YoY decline from Rs. 50 crore in Q4FY24 but a 12.5 percent QoQ rise from Rs. 24 crore in Q3FY25. Despite the yearly drop, the 3-year profit CAGR remains healthy at 29 percent, supported by a 3-year ROE CAGR of 17 percent.
Segment Breakup
Talbros Automotive Components’ revenue is mainly driven by OEMs, which contributed 62–63 percent over the past three financial years. Exports have steadily increased from 25 percent in FY23 and FY24 to 27 percent in FY25. The aftermarket segment accounted for a small share, dropping slightly from 4 percent to 3 percent, while other sources made up around 8–9 percent of the revenue. This shows a strong reliance on OEMs, with a gradual rise in export contribution.
Talbros Gasket Business grew from FY20 to FY25, with OEMs making up 73 percent of sales and exports at 20 percent. It holds a 50 percent market share and targets 13 percent CAGR growth to FY27.
Written By Fazal Ul Vahab C H
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