Talbros Auto Q2 Profit Jumps 43%, H2 Outlook Strong

TALBROAUTO reported strong consolidated financial performance in Q2 FY27, with revenue from operations increasing 23.5% year-on-year to ₹263.2 crore, compared with ₹213.1 crore in the corresponding quarter last year. Consolidated net profit rose 42.6% to ₹32.94 crore from ₹23.1 crore in Q2 FY26. EBITDA increased 34.9% to ₹42.92 crore, compared with ₹31.81 crore a year earlier. EBITDA margin improved to 16.31% from 14.92%, representing an expansion of 139 basis points. The company's performance reflects growth across its automotive components businesses, including gaskets, heat shields, forgings and chassis components. Stronger demand and the ramp-up of recently commercialised orders have supported business growth. Commenting on the outlook, Managing Director Anuj Talwar indicated that H2 FY27 performance is expected to be stronger than H1. The improvement is expected to be supported by the ramp-up of recently commercialised orders and contributions from new orders. The company has also secured fresh orders worth over ₹1,000 crore along with its joint ventures, to be executed over the next five years. These include approximately ₹700 crore in export orders and ₹100 crore in EV-related business, strengthening its future business visibility. Investors will track order execution, new business contributions, export demand and the company's ability to sustain margin improvement during the second half of FY27. Disclosure: I do not hold any position or financial interest in the mentioned stock.