In a significant development, Talbros Automotive Components Limited (TACL), along with its joint ventures, has bagged multi-year orders worth approximately ₹580 crore from leading Original Equipment Manufacturers (OEMs) for both domestic and international markets. These contracts are set to be executed over the next five years, providing a major boost to the company’s order book, revenue visibility, and long-term profitability.

The orders span all key product categories—gaskets, heat shields, forging components, chassis systems, and rubber hoses, demonstrating TACL’s growing stature as a diversified and global supplier to the automotive industry.

Strong Presence in Sealing and Forging Business

A large portion of the ₹580 crore order win—₹260 crore—has been secured from the sealing business, covering both gasket and heat shield products and the forging division. Of this:

• ₹180 crore worth of orders are for gaskets and heat shields, received from multiple OEMs

• ₹80 crore are allocated to the forging segment

These orders underline TACL’s engineering capabilities in delivering high-precision, critical components, particularly suited for the evolving demands of both ICE and EV platforms.

Export Orders Signal European Market Penetration

What makes these orders even more notable is the export component. Approximately ₹150 crore of the ₹260 crore from the sealing business are exports-focused, mainly to European customers.

This strategic thrust into Europe—a highly demanding and technically mature market—indicates:

• TACL’s ability to meet global quality benchmarks

• Strong brand credibility among international OEMs

• Growing market share in the European automotive supply chain

By deepening its presence in Europe, TACL positions itself as a globally competitive supplier, able to address challenges across multiple geographies with localised and efficient solutions.

JV Business Contributions: Marelli Talbros and Talbros Marugo Rubber

TACL’s joint venture (JV) ecosystem has also played a significant role in securing these orders. The breakdown is as follows:

1. Marelli Talbros Chassis Systems Pvt Ltd – ₹290 crore

• This JV focuses on chassis components, a critical structural segment of any vehicle.

• Approximately ₹290 crore worth of orders have been secured.

• Half of these orders (~₹145 crore) are dedicated to the EV segment, underscoring TACL’s participation in India’s growing electric mobility transition.

This order pipeline ensures stable production volumes and reinforces the long-term relevance of TACL’s chassis systems in next-gen vehicles.

2. Talbros Marugo Rubber Pvt Ltd – ₹30 crore

• This JV has bagged ₹30 crore worth of orders for hoses and Anti-Vibration (A/V) parts in the domestic market.

• Commercial production for these products is set to begin in H2 FY26, ensuring an ongoing revenue stream in the mid-term.

Together, these JV wins signify the broad capability spectrum of the TACL group—from powertrain components to chassis and vibration systems, across both ICE and electric vehicles.

Multi-Year Execution Timeline

The entire ₹580 crore worth of orders are expected to be executed over a 5-year horizon, offering:

• Consistent production planning

• Better resource allocation

• Long-term revenue and profitability forecasting

This aligns well with TACL’s strategic objective to move towards a stable and predictable revenue model, driven by OEM production cycles, platform-based orders, and global demand visibility.

EV Segment Growth: Strategic and Sustainable

With ₹160 crore of the total ₹580 crore orders linked to the EV segment, TACL is clearly doubling down on the electric mobility opportunity. The EV segment orders come primarily from:

• Chassis components through Marelli Talbros

• Rubber and vibration control parts via Talbros Marugo Rubber

This expansion into EVs is no longer aspirational but operational, cementing TACL’s place in India’s transitioning automotive landscape. The company is well-aligned with India’s EV mission, and its ability to supply components for electric drivetrains and structures places it at a strategic advantage.

Industry Significance and Customer Confidence

These order wins are not only financially significant but also indicative of:

• Customer confidence in TACL’s design, development, and delivery capabilities

• A diverse customer base, spanning Indian and global OEMs

• The company’s deep R&D and manufacturing competency

The orders also underscore how collaborative ventures with global giants like Marelli and Marugo Rubber have enabled product and market diversification for TACL, thereby reducing dependency on a single segment or geography.

Boost to Revenue and Profitability Outlook

With the cumulative value of new orders being ₹580 crore, TACL has significantly enhanced its future revenue visibility. This will:

• Contribute positively to top-line growth

• Improve margins through high-value products

• Reduce volatility in financial performance

Moreover, these orders help in capacity utilization and offer a cushion against market fluctuations, particularly in the post-COVID global environment where supply chains are realigning and OEMs are consolidating vendors.

Conclusion: A Strategic Leap for TACL and its Joint Ventures

Talbros Automotive Components Limited, with its strong technological base, export capabilities, and diversified JV partnerships, has once again demonstrated its readiness to lead in the evolving auto components industry.

The ₹580 crore multi-year order win is a validation of its vision, operational capabilities, and global ambition. With rising traction in EV, export, and specialized component segments, TACL is moving towards being a key player in the global automotive value chain.

As the Indian auto sector transforms and the global mobility landscape evolves, TACL is strategically placed to ride the next wave of growth—rooted in innovation, partnerships, and customer-centric manufacturing excellence.

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