• Revenue growth guidance: Talbros expects consolidated revenue growth of 15% to 20% in the current financial year, supported by approximately ₹170 crore from new order commercialization.
• Export and EV targets: Exports are projected to rise to around 35% of revenue driven by ₹130 crore in new export orders, while EV's revenue share is expected to expand by an additional 2% to 3%.
• EBITDA margin outlook: Despite industry cost pressures, the company expects to pass on price increases and maintain an EBITDA margin of at least 17%.
• CapEx and forging plans: Out of a planned ₹103 crore CapEx, ₹60 crore is earmarked for the forging business to execute a ₹90 crore annual Italian order, with an expected return on investment in 3 to 4 years.
• Joint venture growth: The Marelli JV is anticipated to grow 30% to 40% on the back of new client commercializations, while the Lohum JV targets ₹500 crore in revenue over the next 4 to 5 years.