Talbros Automotive Components earnings calls.

Talbros delivered a record Q1 FY27 with revenue of Rs 242 crore (up 15Current 15 crore vs previous available quarter 7.8 crore.% YoY) and EBITDA of Rs 43Current 43 crore vs previous available quarter 39.9 crore. crore at 17.6% margin, despite margin pressure from elevated steel and aluminium costs. The gasket division drove growth at 21% YoY (Rs 160.64 croreCurrent Rs 160.64 crore. Reported change: +21% YoY.), aided by data center backup generator demand (~30Current reported value: 30. No comparable prior figure is available in the source record.-40 crore annually). The forging division underperformed at 4% growth due to European market weakness, manpower shortages, and the MELI contract loss (~30-40 crore). JV Rail Chassis Systems posted 43% growth (Rs 105 croreCurrent Rs 105 crore. Reported change: +43% YoY.). Management targets 18-20% revenue growth for FY27 with margins around 17-17.5%, and expects forging to recover to 15-20% growth by year-end with 340-350 crore run-rate. EV contribution stands at 3.27%Current 3.27%. Reported change: +71bps vs Q4. with 5% targeted in 2 years. Key risks include unresolved Maruti Gujarat plant discussions, MELI bankruptcy proceedings, and potential order timing delays in forging.