Staff Writer
Faridabad: Talbros Automotive Components Limited (TACL) on Wednesday reported its strongest-ever quarterly performance for the fourth quarter ended March 31, 2026, with consolidated total revenue from operations rising 14 per cent year-on-year to Rs 240.6 crore, driven by growth across gaskets, forgings and joint venture businesses.
The auto component maker posted EBITDA of Rs 44.9 crore for Q4 FY26, up 13 per cent from the year-ago period, while profit after tax increased 19 per cent to Rs 31.6 crore. EBITDA margin for the quarter stood at 18.7 per cent.
For the full financial year FY26, the company reported consolidated revenue from operations of Rs 888.5 crore, registering a growth of 5 per cent over FY25. Annual EBITDA rose 5 per cent to Rs 155.1 crore, while profit after tax increased 10 per cent to Rs 104.1 crore.
TACL said exports contributed 24 per cent of income from operations during Q4 FY26 and 25 per cent for the full financial year. The forgings business witnessed strong export demand, with exports contributing 58 per cent of segment revenue during the quarter.
The company’s forgings division recorded 11 per cent year-on-year growth in Q4 FY26 after facing headwinds in previous quarters. Joint venture businesses also supported performance, with Marelli Talbros Chassis Systems (MTCS) growing 35 per cent and Talbros Marugo Rubber (TMR) reporting 24 per cent growth during the quarter.
Passenger vehicles accounted for 37 per cent of domestic revenues during the quarter, followed by heavy and light commercial vehicles at 23 per cent. OEMs continued to remain the largest revenue contributor at 65 per cent.
Commenting on the performance, Managing Director said the company delivered industry-leading margins through high-quality export orders and disciplined cost management.
He added that the company remains cautious about global geopolitical tensions and tariff-related uncertainties, which could impact logistics costs and supply chains in the near term, but expressed confidence that strong export orders and operational efficiencies would help absorb such pressures.
TACL also announced the appointment of as Chief Executive Officer. Gupta earlier served as CEO of Marelli Talbros Chassis Systems Pvt Ltd and brings more than 35 years of experience across automotive and manufacturing sectors in India and overseas markets including Germany and the CIS region.
The company said it remains optimistic about growth prospects in FY27, supported by a strong enquiry pipeline across export and domestic markets and continued focus on expanding relationships with global and domestic OEMs.
