Press Release

talb @ Talbros Automotive Components Ltd. www.talbros.com 11" November, 2026 Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, Dalal street G Block, Bandra Kurla Comiplex, Mumbai- 400 001 Bandra (East), Mumbai- 400 051 Scrip Code: 505160 Symbol: TALBROAUTO Sub: Q2 & H1 FY27 Financial & Business Update Dear Sir/ Madam, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith Press Release on Q2 & HI FY27 Financial & Business Update. The Press Release will also be available on the website of the Company at https://www.talbros.com. This is for your information and record. Thanking you, Yours Sincerely For Talbros Automotive Components Limited Seema Narang Company Secretary & Compliance Officer Encl: As above regd. Office : 14/1, mathura road, faridabad-121003 haryana, india . ph: + 91 129 2275434/35/36/37 . fax : +91 129 2277240, 2272263 . e-mail: talbros@talbros.com CIN : L29199HR1956PLC033107 Investor Release Q2 & H1 FY27 Financial & Business Update TACL delivered Strongest Ever Quarterly Performance with Total Revenue Growing 23% YoY Haryana, 11th November 2026 Talbros Automotive Components Limited (TACL), an Auto Component player with a diversified portfolio of Gaskets, Heat Shields, Forgings, Suspension Systems, Anti-vibration Products & Hoses announced its Unaudited Financial Results for the Quarter and Half Year ended 30th September 2026. Q2FY27 Consolidated Financial Highlights INCOME FROM EBITDA* PROFIT BEFORE PROFIT AFTER OPERATIONS* TAX TAX Rs. 267 crores Rs. 47 crores Rs. 42 crores Rs. 33 crores (+23% YoY) (+33% YoY) (+43% YoY) (+43% YoY) *Includes Other Income TOTAL INCOME* MTCS TMR Period Gasket & Heat Forgings (in Rs. Crore) Shield Business Business JV’s Revenue on Proportionate Basis Q2 FY27 176.4 92.5 60.8 23.3 Q2 FY26 142.8 75.5 39.6 17.4 Y-o-Y Growth 23% 23% 54% 33% H1 FY27 340.1 171.0 113.2 43.1 H1 FY26 278.0 150.8 76.1 32.6 Y-o-Y Growth 22% 13% 49% 32% *Includes Other Income ; MTCS - Marelli Talbros Chassis Systems ; TMR - Talbros Marugo Rubber For Q2FY27, Exports contributed 28% of Income from Operations • For Q2 FY27 Exports contributed 15% of Gaskets Revenue, 57% of Forgings Revenue, 27% of Marelli Talbros Chassis Systems, 7% of Talbros Marugo Rubber For H1 FY27, Exports contributed 26% of Income from Operations • For H1 FY27 Exports contributed 14% of Gaskets Revenue, 57% of Forgings Revenue, 25% of Marelli Talbros Chassis Systems, 6% of Talbros Marugo Rubber Investor Release EBITDA* MTCS TMR Period Gasket & Heat Forgings (in Rs. Crore) Shield Business Business JV’s Revenue on Proportionate Basis Q2 FY27 33.3 15.3 9.7 2.4 Q2 FY26 24.1 122.9 7.4 2.0 Y-o-Y Growth 38% 19% 31% 19% H1 FY27 62.5 28.8 18.1 5.2 H1 FY26 46.2 25.6 13.8 3.8 Y-o-Y Growth 35% 13% 31% 37% *Includes Other Income KEY FINANCIAL & OPERATIONAL HIGHLIGHTS Particulars (Rs. In crores) Q2 FY27 Q2 FY26 Y-o-Y H1 FY27 H1 FY26 Y-o-Y Total revenue from Operations 267.5 216.9 23% 509.7 427.4 19% EBITDA 47.2 35.6 33% 89.9 70.4 28% EBITDA Margin % 17.6% 16.4% 17.6% 16.5% Profit After Tax 32.9 23.1 43% 63.0 45.3 39% PAT Margin % 12.3% 10.7% 12.4% 10.6% *Includes Other Income Q2FY27 H1FY27 DOMESTIC BREAK UP OF REVENUES# DOMESTIC BREAK UP OF REVENUES# Vehicle Type Q2FY27 Q2FY26 Vehicle Type H1FY27 H1FY26 2 & 3 Wheelers 15% 17% 2 & 3 Wheelers 15% 16% Passenger Vehicle 35% 34% Passenger Vehicle 34% 34% HCV & LCV 22% 20% HCV & LCV 23% 22% Agri & Off Loaders 12% 15% Agri & Off Loaders 13% 14% Others 16% 14% Others 15% 14% # Proportionate Share of JV # Proportionate Share of JV BREAK UP OF REVENUES# (Based on Market) BREAK UP OF REVENUES# (Based on Market) Market Type Q2FY27 Q2FY26 Market Type H1FY27 H1FY26 OEM 62% 64% OEM 63% 63% Exports 28% 25% Exports 26% 26% After Market 2% 3% After Market 3% 3% Others 8% 8% Others 8% 8% Investor Release Commenting on the performance Mr. Anuj Talwar, Managing Director, TACL said, “TACL delivered its strongest-ever quarterly performance in Q2 FY27, with Total Revenue growing 23% YoY to INR 267 Crores. EBITDA increased 33% YoY to INR 47 Crores, with margins expanding by approximately 120 bps to 17.6%, while Profit After Tax grew 43% YoY to INR 33 Crores. The performance was broad-based, with all divisions contributing to growth. The Gasket & Heat Shield division grew 23% YoY, supported by sustained OEM demand and improved recovery of price increases. The Forgings division also registered 23% YoY growth. Our joint ventures continued to deliver strong momentum, with MTCS growing 54% and TMR growing 33% YoY. A key driver of this performance has been the disciplined execution of our order book. Orders secured over the last two years, some of which were awaiting customer launch timelines, have now entered commercial production across chassis, forgings and heat shields. The resulting ramp-up is translating into meaningful revenue growth. Exports continue to be an important growth driver, contributing 28% of Income from Operations in Q2 FY27, compared with 25% in the corresponding quarter last year. We are also seeing encouraging traction in newer applications such as data centres, where our gaskets are used in engines powering backup generators. This provides us with an opportunity to participate in a structurally growing segment beyond our traditional automotive markets. Alongside this, our order pipeline continues to strengthen. Together with our joint ventures, we have secured new orders worth over INR 1,000 Crores, to be executed over the next five years. This includes approximately INR 700 Crores from export markets and INR 100 Crores from the EV segment, providing us with good revenue visibility over the medium term. While the operating environment remains challenging, with near-term pressures from freight, energy, steel and other commodity prices, we remain focused on protecting our margins through disciplined execution and cost optimisation. Looking ahead, we expect H2 FY27 to be stronger than H1, supported by the ramp-up of recently commercialised orders and the contribution from new orders.” Investor Release About Talbros Automotive Components Limited Talbros Automotive Components Limited., the flagship manufacturing company of the Talbros Group was established in the year 1956 to manufacture Automotive & Industrial Gaskets in collaboration with Coopers Payen of UK. Today Talbros stands proud and tall as a mother brand of gaskets, chassis, rubber products and forgings in India. Talbros Group portfolio also includes Mercedes Benz dealership for passenger cars. TACL together with JV alliances has 11 manufacturing facilities at Haryana, Uttarakhand, and Maharashtra along with one materials division in Gurgaon and R&D technology center at Faridabad. The facilities are equipped to design, develop and manufacture products as per customer requirements competitively. The company has technical collaborations with Nippon Leakless Corporation – Japan and Sanwa Packaging – Japan. Few of the marquee customers includes Bajaj Auto, Tata Cummins, BMW, JCB, GKN, Volvo Eicher India, Ashok Leyland, Escorts Group, Force Motors, Hero MotoCorp, Honda, Hyundai, John Deere, Mahindra & Mahindra, Maruti Suzuki, Suzuki, TAFE, Daimler India, Tata Motors, Simpsons, Carraro, Dana, Musashi, Spicer, GE and QH Talbros besides a robust distribution network in the aftermarket. For more information, please visit www.talbros.com Safe Harbor This document may contain forward-looking statements about Talbros Automotive Components Limited & its subsidiaries, which are based on the beliefs, opinions, and expectations of the company’s management as the date of this Investor release and the companies do not assume any obligation to update their forward-looking statements if those beliefs, opinions, expectations, or other circumstances should change. These statements are not the guar [Showing first 8,000 characters — download PDF for full document]