Talbros Automotive Components, along with its JVs, secured multi-year orders worth ₹580 crore, including significant EV and export deals. The company reported steady financial growth and over 1,400% stock returns in five years, enhancing future revenue visibility and profitability.
On Wednesday share price of Talbros Automotive Components jumped over 8% as the company secured multi-year orders. As of 11:40 am IST, the stock price of Talbros Automotive Components was trading at ₹311.25, up by 4.15%.
On a year-to-date basis, the stock is up by 4.80% while in the last 12 months it has gained 3.78%. In the longer period of 5 years, the stock has jumped by over 1,400%.
Talbros Automotive Components Limited (TACL), along with its Joint Ventures (JVs), has announced the securing of multi-year orders totalling approximately ₹580 crores. These orders, set to be executed over the next five years, represent a significant boost for the company's revenue visibility and profitability.
The new orders include a substantial ₹160 crores earmarked for the Electric Vehicle (EV) segment, underscoring Talbros's increasing penetration into the rapidly growing EV market. Additionally, export orders account for approximately ₹150 crores, with a major portion of ₹260 crores from the sealing business (gaskets, heat shields, and forging products) primarily heading to Europe. This surge in European exports highlights the company's ability to meet stringent international quality standards and is expected to contribute to market share gains in the region.
The orders span all of Talbros's key product lines, including gaskets, heat shields, forging components, chassis, and hoses. Specifically, the JV Marelli Talbros Chassis Systems has secured orders worth ₹290 crores for chassis components, with roughly 50% of these orders dedicated to the EV segment. Another JV, Talbros Marugo Rubber, has received domestic orders worth approximately ₹30 crores for products such as Hoses and A/V, with commercialisation anticipated to begin from the second half of fiscal year 2026.
For the quarter ending March 2025, the company reported a revenue from operations of ₹210.90 crore, reflecting a year-on-year growth of 1.64% compared to ₹207.50 crore in March 2024. Profit after tax stood at ₹26.60 crore, up 17.18% from ₹22.70 crore in the same quarter last year, indicating improved profitability despite modest revenue growth.
On an annual basis, for the financial year ending March 2025, the company’s revenue from operations increased by 6.80% to ₹844.70 crore, up from ₹790.90 crore in FY24. The profit after tax for the year grew by 13.87%, reaching ₹94.40 crore compared to ₹82.90 crore in the previous year, highlighting consistent earnings growth over the year.
Talbros Automotive Components Limited (TACL) is an India-based company primarily engaged in the manufacturing of a wide range of automotive components. Their product portfolio includes multi-layer steel gaskets, exhaust manifold gaskets, rubber molded gaskets, cylinder head gaskets, gaskets with electrical controls, edge molded gaskets, and heat shields. Beyond gaskets, the company also produces kingpins, gear blanks, housing and yoke shafts, power transmission parts for hybrid and electric drive systems, and various vehicle structural parts. Talbros Automotive Components serves diverse automotive categories, including two-wheelers, passenger vehicles, commercial vehicles, and farm equipment.
The company leverages advanced manufacturing capabilities, including three-dimensional (3D) modeling, dies and tool design, and 3D design to support its operations. Their gasket manufacturing facilities are strategically located in Faridabad, Haryana; Pune, Maharashtra; and Sitarganj, Uttarakhand, while forging manufacturing facilities are situated in Bawal, Haryana. The company collaborates with leading OEMs in both domestic and export markets.
Disclaimer: The article is for informational purposes only and not investment advice.
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