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Talbros Engineering Ltd (538987)

📊 BSE: 538987 🏢 Auto Components & Equipments 📢 Latest filing: 30 Sep 2026 📝 Analysis written: 13 Nov 2025

Latest quarterly results (Q1 FY27)

In its latest reported quarter, Q1 FY27, Talbros Engineering's revenue was ₹130 Cr, and net profit ₹6.3 Cr; the operating margin was 10.7%.

Q1 FY27 (₹ Cr)	Value	YoY	QoQ
Revenue	₹130	—	—
Operating profit	₹13.9	—	—
Net profit	₹6.3	—	—
EPS (₹)	12.39	—	—
Operating margin	10.7%	—	—

Full quarterly financials → Results calendar →

📢 Recent Corporate Announcements

Talbros Engineering Approves Rs 3.00/Share Final Dividend; Payment From Oct 6, 2026

🟡 NEUTRAL ⭐ 5/10

DIVIDEND 📅 30 Sep 2026, 03:47 PM

Talbros Engineering Limited shareholders approved a final dividend of Rs 3.00 (30%) per equity share of face value Rs 10 at its 40th AGM held on September 30, 2026. The dividend applies to the financial year ended March 31, 2026. Payment will commence from Tuesday, October 6, 2026 onwards for eligible shareholders as per the record date of September 23, 2026.

Final dividend approved at Rs 3.00 (30%) per equity share of face value Rs 10
Record date fixed as Wednesday, September 23, 2026
Dividend payment scheduled to begin on Tuesday, October 6, 2026 onwards
Approved at the company's 40th Annual General Meeting held on September 30, 2026

💡 Eligible shareholders on the September 23, 2026 record date can track dividend credit starting October 6, 2026; watch for upcoming Q2 FY27 earnings.

Talbros Eng FY26 Revenue Rises 20% to ₹536 Cr, PAT Up 45%; MP Manufacturing Unit Underway

🟢 POSITIVE ⭐ 4/10

ROUTINE 📅 30 Sep 2026, 03:45 PM

At its 40th AGM, Talbros Engineering reported FY25-26 revenue from operations of ₹536 crore, a 20.18% increase compared to ₹446 crore in FY24-25. Net profit after tax surged 44.57% to ₹29.16 crore from ₹20.17 crore in the previous fiscal year. Export turnover nearly doubled to ₹141 crore on an FOB basis compared to ₹73 crore in the prior year. Additionally, the company highlighted that it recently acquired a building in Madhya Pradesh to set up a new manufacturing unit alongside its existing 7 plants in Faridabad.

FY25-26 revenue grew 20.18% to ₹536 crore compared to ₹446 crore in FY24-25
Net profit after tax rose to ₹29.16 crore versus ₹20.17 crore in the prior fiscal year
Export turnover on FOB basis increased by 93% to ₹141 crore from ₹73 crore
Current installed capacity stands at 4 million axle shafts per annum across 7 plants covering 20 acres
Acquired a building in Madhya Pradesh and is setting up a new manufacturing unit

💡 Track disclosures regarding the capex amount, capacity additions, and commercial operational timelines for the new Madhya Pradesh manufacturing unit.

Talbros Engineering 40th AGM Notice: ₹3/Share Dividend & ₹200 Cr Borrowing Limit Proposed

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 03 Sep 2026, 11:18 AM

Talbros Engineering has issued the notice convening its 40th Annual General Meeting (AGM) on September 30, 2026. Key shareholder resolutions include the approval of a final dividend of ₹3.00 per share (30% on face value of ₹10) for FY26. The company is also seeking approval to establish borrowing limits of up to ₹200 Crores under Section 180(1)(c), compared to its current debt of ₹148 Crores. Additionally, the AGM agenda includes re-appointing an independent director and revising statutory auditor fees to ₹11 Lakhs per annum.

40th AGM scheduled for Wednesday, September 30, 2026, at 11:30 AM via VC/OAVM
Final dividend of ₹3.00 (30%) per equity share of face value ₹10 proposed for FY26
Shareholder approval sought to set borrowing limit under Section 180(1)(c) up to ₹200 Crores
Proposed revision in statutory audit remuneration to ₹11,00,000 per annum (from ₹9,00,000)

💡 Monitor voting results post-AGM on September 30, 2026, and track the dividend record and payout dates.

Talbros Engineering FY26 Annual Report: Revenue up 20.2% to Rs 535.76 Cr, PAT at Rs 29.16 Cr

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 03 Sep 2026, 10:38 AM

Talbros Engineering has submitted its Annual Report for FY 2025-26 under Regulation 34. For the full year FY26, revenue from operations grew 20.2% YoY to Rs 535.76 crore compared to Rs 446.09 crore in FY25, driven by a sharp 89.3% jump in export sales to Rs 145.69 crore. Net profit after tax surged 44.6% YoY to Rs 29.16 crore with basic EPS rising to Rs 57.34. The Board has recommended a final dividend of Rs 3.00 per share (30% of face value). Additionally, the company highlighted its plan to expand into Madhya Pradesh with a new 10-acre manufacturing unit.

Revenue from operations increased 20.18% YoY to Rs 535.76 crore in FY26 vs Rs 446.09 crore in FY25
Net profit after tax increased 44.57% YoY to Rs 29.16 crore from Rs 20.17 crore
Export sales expanded to Rs 145.69 crore in FY26 compared to Rs 76.98 crore in FY25
Recommended a final dividend of Rs 3.00 per equity share (30% on face value of Rs 10)
Currently operates 4 million axle shafts per annum capacity and signed an agreement for an 8th unit on 10 acres in MP

💡 Track shareholder approval and the record date for the Rs 3.00 per share dividend at the upcoming AGM, alongside updates on commissioning timelines for the new Madhya Pradesh facility.

Talbros Engineering Sets Sept 23 Record Date for Dividend; 40th AGM on Sept 30

🟡 NEUTRAL ⭐ 4/10

BOARD_MEETING 📅 13 Aug 2026, 03:54 PM

Talbros Engineering has scheduled its 40th Annual General Meeting (AGM) for September 30, 2026. The Board has fixed September 23, 2026, as the record date for determining dividend eligibility and e-voting rights. Additionally, the Board approved the Q1 FY27 financial results and recommended a revision in the statutory auditor's remuneration for FY 2026-27. The company currently operates with a TTM revenue of ₹536 Cr and a PAT of ₹29 Cr, maintaining a healthy ROCE of 17%.

40th Annual General Meeting scheduled for September 30, 2026, via video conferencing.
Record date for dividend entitlement and e-voting fixed as September 23, 2026.
Board approved un-audited standalone and consolidated financial results for the quarter ended June 30, 2026.
Proposed revision in remuneration for Statutory Auditors M/s Rakesh Raj & Associates for FY 2026-27.
Promoter holding remains stable at 72.59% as per latest June 2026 filings.

💡 Investors should check the detailed Q1 FY27 results once uploaded to assess if the 20% annual revenue growth seen in FY26 is being sustained into the new fiscal year.

Sept 23 Set as Record Date for Dividend; Talbros Engineering Approves Q1 FY27 Results

🟡 NEUTRAL ⭐ 5/10

BOARD_MEETING 📅 13 Aug 2026, 03:51 PM

Talbros Engineering has approved its un-audited financial results for the quarter ended June 30, 2026, and scheduled its 40th Annual General Meeting (AGM) for September 30, 2026. The company has fixed September 23, 2026, as the record date for determining dividend eligibility and e-voting rights. Additionally, the board recommended a revision in the statutory auditor's remuneration for FY 2026-27. This follows a strong FY26 where revenue grew to Rs 536 Cr from Rs 446 Cr in the previous year.

Record date for dividend and AGM e-voting fixed for September 23, 2026
40th Annual General Meeting scheduled for September 30, 2026, at 11:30 a.m.
Board approved un-audited financial results for the quarter ended June 30, 2026
Revision in remuneration for Statutory Auditors (M/s Rakesh Raj & Associates) approved for FY 2026-27
TTM Revenue stands at Rs 536 Cr with a PAT of Rs 29 Cr as of the latest reporting

💡 Investors should monitor the Q1 FY27 financial results (enclosed in the full filing) to assess if the 11% operating margins are being maintained. Ensure shares are held before the September 23 record date to qualify for the upcoming dividend payout.

Sept 23 Set as Record Date for Dividend; Talbros Engineering Approves Q1 FY27 Results

🟡 NEUTRAL ⭐ 6/10

EARNINGS 📅 13 Aug 2026, 03:45 PM

Talbros Engineering has approved its unaudited financial results for the quarter ended June 30, 2026. The company fixed September 23, 2026, as the record date for determining dividend eligibility and e-voting for the upcoming 40th Annual General Meeting (AGM). The AGM is scheduled for September 30, 2026. Additionally, the board approved a revision in the statutory auditor's remuneration for the 2026-27 financial year.

Record date for dividend and AGM e-voting fixed for September 23, 2026
40th Annual General Meeting (AGM) scheduled for September 30, 2026, at 11:30 AM
Board meeting duration of 2.5 hours (1:00 PM to 3:30 PM) to approve results
Company reported TTM Revenue of Rs 536 Cr and TTM PAT of Rs 29 Cr in the preceding fiscal year

💡 Investors should review the detailed Q1 FY27 financial tables to see if the company maintained its 11% operating margin and improved upon the Rs 122.12 Cr revenue recorded in the same quarter last year (Jun 2025).

Sept 23 Record Date Set for Dividend; Talbros Engineering Approves Q1 FY27 Results

🟡 NEUTRAL ⭐ 6/10

EARNINGS 📅 13 Aug 2026, 03:37 PM

Talbros Engineering has approved its un-audited financial results for the quarter ended June 30, 2026. The company has fixed September 23, 2026, as the record date for determining dividend eligibility and the cut-off date for e-voting. The 40th Annual General Meeting (AGM) is scheduled for September 30, 2026. Additionally, the board approved a revision in the remuneration for the statutory auditors for FY 2026-27, subject to shareholder approval.

Record date for dividend and AGM e-voting fixed for September 23, 2026
40th Annual General Meeting scheduled for September 30, 2026, via video conferencing
Approved un-audited standalone and consolidated financial results for Q1 FY27
Revision in remuneration for Statutory Auditors M/s Rakesh Raj & Associates for FY 2026-27 approved
TTM revenue stands at Rs 536 Cr with a PAT of Rs 29 Cr as of the latest full-year data

💡 Investors should review the detailed Q1 FY27 financial tables (once available) to compare performance against the Rs 122.12 Cr revenue and Rs 5.58 Cr PAT reported in the same quarter last year (Jun 2025).

August 13 Board Meeting Scheduled to Approve Q1 FY27 Financial Results

🟡 NEUTRAL ⭐ 3/10

BOARD_MEETING 📅 06 Aug 2026, 03:40 PM

Talbros Engineering Ltd has scheduled a board meeting for August 13, 2026, to approve its unaudited financial results for the quarter ended June 30, 2026. This follows a strong FY26 performance where the company achieved a revenue of ₹536 Cr and a PAT of ₹29 Cr. Investors will be monitoring if the company can sustain its TTM operating profit margin of 11.3%. The trading window for insiders is currently closed and will reopen on August 16, 2026.

Board meeting to be held on August 13, 2026, for Q1 FY27 results approval
Trading window closed from July 01, 2026, until August 16, 2026
Company reported TTM revenue of ₹536 Cr and PAT of ₹29 Cr as of March 2026
Quarterly revenue has grown sequentially for the last four quarters, reaching ₹143.97 Cr in March 2026

💡 Watch for the earnings release on August 13 to evaluate if the sequential revenue growth trend (from ₹122.12 Cr in June 2025 to ₹143.97 Cr in March 2026) continues into the new fiscal year.

Rs 25 Cr Land Purchase for Expansion; Area Corrected to 40,000 Sq. Mtrs

🟢 POSITIVE ⭐ 7/10

EXPANSION 📅 23 Jul 2026, 02:41 PM

Talbros Engineering has executed an agreement to purchase 40,000 sq. mtrs of industrial land in Pithampur, Madhya Pradesh, for a total consideration of Rs 25 crore. This filing corrects a previous error where the area was mistakenly reported as 40,000 sq. ft, representing a nearly 10.7x increase in the actual land size. The acquisition cost is significant, representing approximately 13.7% of the company's net worth (Rs 182 Cr) and 7% of its market capitalization. The land is earmarked for future expansion and new projects, though specific production details are yet to be announced.

Acquisition of 40,000 sq. mtrs of industrial land at Pithampur, Madhya Pradesh for future expansion.
Total transaction value confirmed at Rs 25,00,00,000 (Rs 25 crore).
Land area corrected from the previously reported 40,000 sq. ft to 40,000 sq. mtrs.
Transaction executed with M/s Lakhani Rubber Products Private Limited, a non-related party.
Investment represents ~13.7% of the company's current net worth of Rs 182 crore.

💡 Investors should monitor subsequent filings for the specific nature of 'new projects' and the estimated capital expenditure required for building and machinery on this site.

Talbros Engineering Leases 6,500 Sq. Ft Industrial Space in Faridabad for Expansion

🟡 NEUTRAL ⭐ 3/10

EXPANSION 📅 22 Jul 2026, 03:11 PM

Talbros Engineering has entered into a formal lease agreement for a 6,500 sq. feet industrial premises in Faridabad, Haryana. The lease is for a five-year term effective from May 10, 2026, to May 9, 2031, with a monthly rent of Rs 1.10 lakh. While the company cites 'business operations and expansion' as the purpose, the annual rental cost of Rs 13.2 lakh is negligible (~0.02%) compared to its TTM revenue of Rs 536 crore. Details regarding commercial production at this site will be shared separately.

Secured 6,500 sq. feet of industrial space at Plot No. 38, Sector-4, Faridabad
Lease term of 5 years running from May 10, 2026, to May 9, 2031
Monthly rental commitment of Rs 1,10,000 (Rs 1.1 Lakh)
Annual rent of Rs 13.2 Lakh represents approximately 0.02% of TTM revenue (Rs 536 Cr)
Agreement executed with non-related parties (Sh. Satish Kumar Rawal and Sh. Vineet Kumar Rawal)

💡 Investors should wait for subsequent disclosures regarding the commencement of commercial production to assess if this facility adds meaningful capacity or serves a niche product line.

CARE Reaffirms 'A-' Rating for Talbros Engineering's ₹95 Cr Bank Facilities

🟡 NEUTRAL ⭐ 4/10

REGULATORY 📅 09 Jul 2026, 01:05 PM

CARE Ratings has reaffirmed Talbros Engineering's credit ratings following an annual review of its FY26 audited financial performance. The long-term bank facility limit has been enhanced to ₹35.00 crore from ₹27.50 crore, while short-term facilities were reduced to ₹60.00 crore from ₹70.00 crore. The ratings remain stable at 'CARE A-; Stable' and 'CARE A2+', indicating a consistent credit profile and adequate safety for debt servicing.

Long-term bank facilities rating reaffirmed at CARE A-; Stable for ₹35.00 crore.
Short-term bank facilities rating reaffirmed at CARE A2+ for ₹60.00 crore.
Long-term facility limit increased by ₹7.50 crore from the previous ₹27.50 crore.
Short-term facility limit reduced by ₹10.00 crore from the previous ₹70.00 crore.
Rating review was based on the audited operational and financial performance for FY26.

💡 Investors should monitor the company's debt-to-equity ratio in upcoming quarterly reports to see how the enhanced long-term limits (₹35 cr) are being utilized for business growth.

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