Talbros Automotive Q2 Results: Stock gains 16%, most in three years after 23% topline growth, margin expansion

Résumé détaillé

Exports continued to be an important growth driver for Talbros Automotive, contributing 28% of income from operations in the second quarter in comparison with 25% in the corresponding quarter of last year.

Shares of Talbros Automotive Components surged over 16% on Wednesday, November 11, after the company reported a healthy set of earnings for the second quarter.

This is the stock's biggest single-day gain since November 20, 2023, when the stock had risen 20%. The stock had also risen 16.13% on March 18, 2025.

For the September quarter, Talbros delivered a net profit of ₹33 crore, up 43.5% from the previous year's figure of ₹23 crore.

Its revenue was up 23.5% at ₹263 crore in comparison to ₹213 crore in the second quarter last year.

Earnings before interest, taxes, depreciation and amortization (EBITDA) increased 38.7% to ₹43 crore from ₹31 crore in the previous fiscal.

The company's EBITDA margin also expanded to 16.4% from 14.6% in the year-ago period.

"A key driver of this performance has been the disciplined execution of our order book. Orders secured over the last two years, some of which were awaiting customer launch timelines, have now entered commercial production across chassis, forgings and heat shields. The resulting ramp-up is translating into meaningful revenue growth," the company's managing director Anuj Talwar said.

He added that exports continued to be an important growth driver, contributing 28% of income from operations in the second quarter in comparison with 25% in the corresponding quarter of last year.

Talwar said he expects the second half of the financial year 2027 to be stronger than the first half, "supported by the ramp up of recently commercialized orders and the contribution from new orders".

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