Talbros Automotive Components reported its strongest quarterly performance in quarter four of FY2026, with total revenue from operations of Rs 2,410 mn (million (mn)), up 14 per cent year-on-year. Quarterly EBITDA was Rs 450 mn, a rise of 13 per cent, with an EBITDA margin of 18.7 per cent. Profit after tax for the quarter was Rs 320 mn, up 19 per cent.

Performance was broad based across gaskets, forgings and chassis, with forgings rebounding with 11 per cent year-on-year growth driven by secured orders and export demand. Exports accounted for 24 per cent of income from operations in the quarter and 25 per cent for the year. Joint venture businesses contributed meaningfully to growth.

For the year ended March 2026, consolidated total revenue rose five per cent to Rs 8,900 mn and annual EBITDA increased five per cent to Rs 1,560 mn, yielding an EBITDA margin of 17.6 per cent. Profit after tax was Rs 1,041 mn, a 10 per cent improvement. Results reflected a mix of domestic demand and international orders.

The board appointed Mr Ashish Gupta as chief executive officer, citing his prior role as chief executive of Marelli Talbros Chassis Systems and over 35 years of international experience in automotive manufacturing. The appointment is aimed at strengthening leadership and scaling operations.

Management signalled a healthy enquiry pipeline across export and domestic markets and said focus would remain on adding global OEM clients and deepening share with existing customers. It noted that evolving geopolitical tensions and tariff uncertainties could exert pressure on logistics and supply chain timelines, but stated operational leverage and cost optimisation provide a cushion to absorb such headwinds.