Intimation for Press Release on Q1 FY27 Financial and Business Updates

talb Talbros Automotive Components Ltd. www.talbros.com 10" August, 2026 Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C-1, G Block Dalal Street Bandra Kurla Complex, Bandra (East) Mumbai - 400 001 Mumbai — 400 051 Scrip Code: 505160 Symbol: TALBROAUTO Sub: Q1 FY27 Financial & Business Update Dear Sir/ Madam, Pursuant to Regulation 30 and other applicable regulations of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith Press Release on Q1 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 records. 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 talb Automotive Components Ql FY27 Financial & Business Update TACL delivered Strongest Ever Quarterly Performance with Total Revenue Growing 15% YoY and PAT growth of 35% YoY Haryana, 10t August 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 ended 30t June 2026. QIFY27 Consolidated Financial Highlights INCOME FROM PROFIT BEFORE PROFIT AFTER EBITDA* OPERATIONS* TAX TAX Rs.242 crores Rs.43 crores Rs. 38 crores Rs.30 crores (+15% YoY) (+23% YoY) (+35% YoY) (+35% YoY) *Includes Other Income TOTAL INCOME* Period Gasket & Heat Forgings MTCS TMR (in Rs. Crore) Shield Business Business JV's Revenue on Proportionate Basis QIFY27 163.7 78.4 52.4 19.8 QIFY26 1351 75.3 362 15.2 Y-o-Y Growth 21% 4% 43% 31% “Includes Other Income ; MTCS - Marelli Talbros Chassis Systems; TMR - Talbros Marugo Rubber For QIFY27, Exports contributed 25% of Income from Operations « For QI FY27 Exports contributed 13% of Gaskets Revenue, 57% of Forgings Revenue, 22% of Marelli Talbros Chassis Systems, 5% of Talbros Marugo Rubber EBITDA* Period Gasket & Heat Forgings MTCS TMR (in Rs. crore) Shield Business Business JV's Revenue on Proportionate Basis QIFY27 29.2 13.5 8.4 2.8 QIFY26 222 127 6.4 18 Y-o-Y Growth 32% 7% 31% 57% *Includes Other Income; MTCS - Marelli Talbros Chassis Systems; TMR - Talbros Marugo Rubber KEY FINANCIAL & OPERATIONAL HIGHLIGHTS Particulars (Rs. In crores) QIFY27 QIFY26 Y-o-Y Total revenue from Operation 2422 210.5 15% EBITDA 42.7 348 23% EBITDA Margin 17.6% 16.5% Profit After Tax 30.0 222 35% PATMargin % 12.4% 10.5% “Indludes Other Income Investor Release talb Automotive Components QIFY27 DOMESTIC BREAK UP OF REVENUES# BREAK UP OF REVENUES* (Based on Market) Vehicle Type 2 &3 Wheelers 15% 15% OEM 64% 61% Passenger Vehicle 34% 33% Exports 25% 28% HCV & LCV 24% 25% After Market 3% 3% Agri & Off Loaders 13% 14% Others 8% 8% Others 14% 13% # Proportionate Share of JV Commenting on the performance Mr. Anuj Talwar, Managing Director, TACL said, “TACL delivered its strongest ever quarterly performance, surpassing the highs of Q4 FY26. Total revenue for QI FY27 stood at Rs. 242 crores, growing 15% YoY, while EBITDA grew 23% Yoy to Rs. 43 crores, with an EBITDA margin of 17.6%. Margins saw some impact from higher employee costs tied to the annual increment cycle, increase in minimum wages and elevated input costs due to the West Asia crisis. Profit After Tax stood at Rs. 30 crores, up 35% YoY from Rs. 22 crores, driven by continued cost discipline and strong execution across our portfolio. Our Gasket & Heat Shield division delivered 21% YoY growth on sustained demand from OEM and domestic markets. The Forgings division has turned the corner, delivering 4% YoY growth despite a high base in QI FY26, driven by execution of recently secured orders and strong export demand. The exports from this division has returned to its Rs. 43-45 crore quarterly run rate, reflecting structural tailwinds and recovery for the segment. Our JV companies also contributed meaningfully to growth, with MTCS growing 43% YoY on strong domestic and export demand, and TMR growing 31% YoY. The operating environment remains challenging, with near-term pressures from freight costs, high energy costs, inflationary trends and elevated commodity prices. Despite this, we remain optimistic on the growth outlook for FY27, supported by improving industry demand and the ramp-up of recently secured business. We expect the group revenue growth of 18-20% YoY while maintaining our EBITDA margins. As we continue to invest in expanding our capabilities, strengthening customer relationships and enhancing operational excellence, we remain confident of sustaining profitable growth” Investor Release talb Automotive Components About Talbros Autom: e Components Li ed 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 guarantees of future performance and involve risks and uncertainties that are difficult to predict. Consequently, readers should not place any undue reliance on such forward-looking statements. Form formation, please contact Company: Investor Relations (IR) Advisors: Talbros Automotive Components Limited Strategic Growth Advisors Pvt. Ltd. talbn S G AFreSerowsi Aidvizeors | Strategic Growth Advisors CIN: L29199HR1956PLC033107 CIN: U74140MH2010PTC204285 Ms. SeemaNarang Mr. Deven Dhruva/ Ms. Prachi Chhugani seema_narang@talbros.com deven.dhruva@sgaplnet | prachi.chhugani@sgapl.net 0129-2275434 +9198333 73300 / +9189492 92029