Intimation for Investor Presentation on Q2 & H1 FY27.

talb F@S! 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 Complex, Mumbai- 400 001 Bandra (East), Mumbai- 400 051 Scrip Code: 505160 Symbol: TALBROAUTO Sub: Q2 & H1 FY27 Investor Presentation 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 Q2 & HI1 FY27 Investor Presentation. The Investor Presentation 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 Driving Future Leadership Q2 & H1 FY27 INVESTOR PRESENTATION NOVEMBER 2026 Safe Harbor This presentation has been prepared by and is the sole responsibility of Talbros Automotive Components Limited (the “Company”). By accessing this presentation, you are agreeing to be bound by the trailing restrictions. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer or recommendation to purchase or subscribe for, any securities of the Company, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment thereof. In particular, this presentation is not intended to be a prospectus or offer document under the applicable laws of any jurisdiction, including India. No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the date of this presentation. There is no obligation to update, modify or amend this communication or to otherwise notify the recipient if the information, opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes inaccurate. 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Important factors that could cause actual results, performance or achievements to differ materially include, among others: (a) our ability to successfully implement our strategy, (b) our growth and expansion plans, (c) changes in regulatory norms applicable to the Company, (d) technological changes, (e) investment income, (f) cash flow projections, and (g) other risks. This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such change or changes. Talbros Automotive Components Limited Q2 & H1 FY27 Financial Highlights Talbros Automotive Components Limited (TACL) - Group ₹ 823 Group Turnover: Crs. in H1FY27 | ₹ 646 Crs. in H1FY26 27% Sealing Division Marelli Division (50% JV) Total Income Total Income ₹ 340 Crs. ₹ 278 Crs. 22% ₹ 226 Crs. ₹ 152 Crs. 49% m bl H1FY27 H1FY26 H1FY27 H1FY26 P o o • Gaskets • Heat shields • Chassis Components i C Forgings Division Marugo Division (50% JV) Total Income Total Income Ra ₹ 171 Crs. ₹ 151 Crs. ₹ 86 Crs. ₹ 65 Crs. 32% H1FY26 H1FY27 H1FY26 H1FY27 va • Forging Components • Anti Vibration Products • Hoses Product Portfolio Talbros Automotive Components Limited Q2 FY27 Consolidated Financial Highlights Q2 FY27 vs Q2 FY26 Total Income from Operations ^ EBITDA^ / EBITDA Margin (%) Profit After Tax / PAT Margin (%) ₹ 267 Crs. ₹ 47 Crs. / 17.6% ₹ 33 Crs. / 12.3% + 23% YoY +33% YoY / +120 bps YoY + 43% YoY / +160 bps YoY Gasket & Heat Shield Forgings MTCS TMR (50% of Revenue) (26% of Revenue) (17% of Revenue) (7% of Revenue) (45% - Gaskets)(5% - Heat shields) Revenue ₹176.4 Crs. ₹92.5 Crs. ₹121.6 Crs. ₹46.5 Crs. +23% YoY +23% YoY +54% YoY +33% YoY EBITDA ₹33.3 Crs. ₹15.3 Crs. ₹19.4 Crs. ₹4.8 Crs. +38% YoY +19% YoY +31% YoY +19% YoY *As at September 2026 ^Includes Other Income Talbros Automotive Components Limited H1 FY27 Consolidated Financial Highlights H1 FY27 vs H1 FY26 Total Income from Operations ^ EBITDA^ / EBITDA Margin (%) Profit After Tax / PAT Margin (%) ₹ 510 Crs. ₹ 90 Crs. / 17.6% ₹ 63 Crs. / 12.4% + 19% YoY +28% YoY / +110 bps YoY + 39% YoY / +180 bps YoY Gasket & Heat Shield Forgings MTCS TMR (51% of Revenue) (26% of Revenue) (17% of Revenue) (6% of Revenue) (46% - Gaskets)(5% - Heat shields) Revenue ₹340.1 Crs. ₹171.0 Crs. ₹226.4 Crs. ₹86.2 Crs. +22% YoY +13% YoY +49% YoY +32% YoY EBITDA ₹62.5 Crs. ₹28.8 Crs. ₹36.3 Crs. ₹10.3 Crs. +35% YoY +13% YoY +31% YoY +37% YoY *As at September 2026 ^Includes Other Income Talbros Automotive Components Limited New Order Update TACL along with its JV’s has received orders worth over ₹ 1,000 crores ₹ 250 Crs. ₹ 500 Crs. ₹ 90 Crs. ₹ 170 Crs. Includes export orders through Secured orders in the forgings Order includes ~ ₹. 110 crores of the MTCS JV, for BIW business. A significant portion Secured orders through the JV, exports - from the sealing components from a of these orders is from a newly Talbros Marugo Rubber in the business of gaskets and heat multinational automobile onboarded customer – a domestic market for products shield products. Orders from manufacturer producing major European based global like Hoses and Anti-vibration gaskets is ~ ₹ 100 crs & from luxury vehicles and SUVs. automotive component parts heat shields is ~ ₹ 150 crs These orders cater to the EV supplier segment ✓ The company is deepening its footprint in a highly competitive and demanding market of Europe. This expansion not only demonstrates the company's capability to meet global benchmarks but also positions it as a reliable supplier within the European automotive ecosystem. As a result, the company is gaining market share in this region. ✓ These orders are to be executed over the period of next 5 years ✓ The commercialization for these products will start from FY27 ✓ These orders include ~Rs. 100 crores order received for EV segment ✓ These orders include ~Rs. 700 crores order received for Exports segment 7 Talbros Automotive Components Limited Q2 & H1 FY27 Consolidated P&L Statement Particulars (Rs. In crores) Q2 FY27 Q2 FY26 Y-o-Y H1 FY27 H1 FY26 YoY Revenuefrom Operations 263.2 213.1 23% 501.6 419.9 19% Other Income 4.3 3.8 8.0 7.5 Total revenue from Operation 267.5 216.9 23% 509.7 427.4 19% Raw Material 135.1 111.2 256.5 219.3 Employee Cost 29.3 25.7 57.8 50.0 Other Expenses 55.8 44.4 105.5 87.7 EBITDA 47.2 35.6 33% 89.9 70.4 28% EBITDA Margin 17.6% 16.4% 17.6% 16.5% Depreciation 9.0 8.3 17.3 15.9 EBIT 38.2 27.3 40% 72.6 54.5 33% EBIT Margin 14.3% 12.6% 14.2% 12.8% Finance cost 3.2 3.1 6.0 6.5 Share of Profit from JVs 6.6 4.9 12.7 8.9 [Showing first 8,000 characters — download PDF for full document]