Talbros Automotive Components Limited said it has secured new orders worth over INR 10 billion across its standalone operations and joint ventures, with execution scheduled over the next five years and commercialisation beginning from FY27. The company also outlined a capital expenditure plan of INR 1.62 billion for FY27, in addition to INR 160 million planned for Q4 FY26.
The company said in a stock exchange filing that the INR 10 billion order inflow includes INR 5 billion in the forgings business, INR 2.5 billion in the sealing division, INR 900 million through Marelli Talbros Chassis Systems Pvt. Ltd. (MTCS), and INR 1.7 billion through Talbros Marugo Rubber Pvt. Ltd. (TMR). Of the total orders, approximately INR 7 billion relate to exports and around INR 1 billion are linked to the electric vehicle (EV) segment.
In the sealing business, orders include approximately INR 1.1 billion of exports from gaskets and heat shield products. The forgings division secured INR 5 billion of orders, including a significant portion from a newly onboarded major European-based global automotive component supplier. MTCS received INR 900 million of export orders for body-in-white components catering to the EV segment, while TMR secured INR 1.7 billion of domestic orders for hoses and anti-vibration parts.
“These orders are to be executed over the period of next 5 years,” the company stated in its investor presentation. It added, “The commercialization for these products will start from FY27.”
Talbros said the export order book has strengthened, supported by deeper relationships with global original equipment manufacturers. “₹700 Crs of recent export order wins, including from a large European auto OEM, provide strong medium-term visibility,” the company stated.
The company plans total capital expenditure of INR 1.62 billion in FY27. The proposed allocation includes INR 300 million for the gasket and heat shields division, INR 850 million for forgings, INR 530 million for MTCS, and INR 100 million for TMR. Funding will be through internal accruals and borrowings.
Capacity utilisation in 9M FY26 stood at 85 percent in gasket and heat shields, 80 percent in forgings, and 74 percent in MTCS. In TMR, anti-vibration products operated at 82 percent utilisation and hoses at 90 percent.
In a separate development, Talbros formed Lohum Talbros Carbon Pvt. Ltd., a 49:51 joint venture with Lohum Cleantech Private Ltd., to enter the recovered carbon black and devulcanized rubber segment. The business is expected to commence from July 2026. First-year equity funding is planned at INR 200 million, with Talbros committing INR 99.5 million.
For 9M FY26, consolidated total income from operations rose 2.2 percent year-on-year to INR 6.479 billion. EBITDA stood at INR 1.102 billion with a margin of 17.0 percent, while profit after tax increased 6.9 percent to INR 725 million. Return on capital employed was 17.1 percent and debt-to-equity ratio stood at 0.11x as at September 2025.
Talbros Automotive Components Limited is an India-based manufacturer of automotive components with operations in gaskets, heat shields, forgings, chassis systems, and anti-vibration and hose products through its joint ventures.
