Key Highlights of the Order Wins
Talbros Automotive Components Limited (TACL) (BSE: 505160, NSE: TALBROAUTO), a leading Indian automotive component manufacturer, has secured multi-year orders worth ₹580 crores from domestic and international OEMs. These orders, to be executed over the next five years, include:
- ₹160 crores for the EV segment, reinforcing TACL’s commitment to sustainable mobility.
- ₹150 crores for exports, primarily in Europe, showcasing the company’s global competitiveness.
The orders span across TACL’s diversified product portfolio, including gaskets, heat shields, forging components, chassis parts, and hoses, reflecting the company’s strong engineering capabilities and customer trust.
Breakdown of Major Orders
1. Sealing & Forgings Division (₹260 Crores)
- Gaskets & Heat Shields (₹180 Crores) – Orders from multiple OEMs for high-performance sealing solutions.
- Forgings (₹80 Crores) – Critical components for automotive and industrial applications.
Strategic Export Expansion in Europe:
Talbros has significantly increased its presence in Europe, a market known for stringent quality standards. This expansion not only validates TACL’s manufacturing excellence but also strengthens its position as a reliable global supplier.
2. Joint Venture – Marelli Talbros Chassis Systems (₹290 Crores)
- 50% of orders (₹145 Crores) are for EV chassis components, highlighting TACL’s growing role in the electric vehicle supply chain.
- These orders will support leading OEMs in developing next-generation EV platforms.
3. Joint Venture – Talbros Marugo Rubber (₹30 Crores, Domestic Market)
- Focuses on hoses and anti-vibration (A/V) components, with commercialization starting in H2 FY26.
Strategic Impact on Revenue and Market Positioning
- Enhanced Revenue Visibility: The ₹580 crore order book provides strong revenue predictability for the next five years.
- Profitability Boost: Higher-margin exports and EV-related orders will improve financial performance.
- Global Competitiveness: Success in Europe underscores TACL’s ability to meet global quality benchmarks.
- EV Leadership: With ₹160 crore in EV orders, Talbros is positioning itself as a key player in India’s electric mobility transition.
Management’s Perspective
Talbros’ strategic focus on exports and EV components aligns with global automotive trends. The company’s ability to secure high-value orders from demanding markets like Europe demonstrates:
- Engineering expertise in advanced automotive components.
- Strong OEM relationships with leading domestic and international players.
- Commitment to innovation, particularly in sustainable mobility solutions.
About Talbros Automotive Components Limited (TACL)
Company Overview
Founded in 1956, Talbros Automotive is a flagship company of the Talbros Group, specializing in:
- Gaskets & Heat Shields (Legacy product line, originally developed in collaboration with Coopers Payen, UK).
- Forging Components (High-precision parts for automotive and industrial use).
- Chassis & Suspension Systems (Through JV Marelli Talbros Chassis Systems).
- Rubber Products & Hoses (Through JV Talbros Marugo Rubber).
- Manufacturing & R&D Capabilities
- 10 manufacturing facilities across Haryana, Uttarakhand, and Maharashtra.
- State-of-the-art R&D center in Faridabad, driving innovation in material science and component design.
Key Clients
Talbros serves marquee automotive brands, including:
- Indian OEMs: Maruti Suzuki, Tata Motors, Mahindra & Mahindra, Bajaj Auto, Hero MotoCorp.
- Global Players: Daimler, Volvo Eicher, Hyundai, John Deere, Dana, and more.
Future Outlook & Growth Drivers
Electric Vehicle (EV) Segment Expansion
- Rising demand for EV chassis and battery components presents a long-term growth opportunity.
- TACL’s JVs are well-positioned to cater to this shift.
Export Market Penetration
- Europe remains a key focus, with potential expansion into North America and Southeast Asia.
Aftermarket & Distribution Growth
- Robust distribution network supports aftermarket sales, ensuring steady cash flows.
Technological Advancements
- Continued R&D investments in lightweight materials, thermal management, and sustainable manufacturing.
Conclusion: A Strong Growth Trajectory Ahead
Talbros Automotive’s ₹580 crore order win marks a significant milestone, reinforcing its leadership in India’s auto components sector. With a strong EV pipeline, global export growth, and diversified product offerings, TACL is well-positioned for sustained profitability and market expansion.
Investors and stakeholders can expect:
- Stable revenue streams from long-term contracts.
- Margin improvement through high-value exports and EV components.
- Strategic JVs driving innovation and customer diversification.
As the automotive industry evolves towards electrification and global supply chain integration, Talbros Automotive is emerging as a key enabler of this transformation.
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