Talbros Automotive Components Ltd (BOM:505160)

Q3 2025 Talbros Automotive Components Ltd Earnings Call Transcript

Feb 12, 2025 / 10:00 AM GMT

Release Date Price: ₹258.85 (-3.77%)

Transcript

Key Points

Positve

Talbros Automotive Components Ltd (BOM:505160) achieved a stable revenue performance in Q3 FY25, supported by strong domestic sales despite a decline in exports to Europe.
The company delivered a 7% EBITDA growth and maintained an average margin of 17.4%, attributed to good cost management and operational efficiencies.
Talbros secured new orders worth INR 1,478 crores during the first nine months of FY25, indicating strong confidence from leading OEMs.
The gasket division, which accounts for 52% of the company's revenue, grew by 5% in the quarter, showing resilience despite sluggish commercial vehicle sales.
The company is making significant inroads into the electric vehicle market, with a noteworthy portion of its order book coming from EV-related projects.

Negative

The European car market slowdown negatively impacted the forging division, leading to muted schedules and high stock levels.
Export demand was subdued, particularly in the European markets, affecting overall revenue growth.
The commercial vehicle segment remained sluggish, with only a 1.2% growth, reflecting ongoing industrial activity weakness.
There were delays in the commercialization of new projects, particularly with European car manufacturers, affecting potential revenue realization.
The company faces challenges in vehicle financing and urban demand, impacting growth in the three-wheeler segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TALB.NS - Talbros Automotive Components Ltd
Q3 2025 Talbros Automotive Components Ltd Earnings Call
Feb 12, 2025 / 10:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Telpros Automotive Components Limited Q3 FY25 earnings conference call.

This conference call may contain forward-looking statements about the company which are based on belief, opinion, and expectation of the company as on the date of this call.

These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the lesson only more, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing 0 on your

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by FactSet. Analyst estimates data is sourced from both Refinitiv and FactSet, with priority given to Refinitiv data. Data is updated daily.