Talbros Automotive Components Limited

10%

tomotive Components Limited (TACL) - Group Group Turnover: © 1,383 Crs.inFy26|2.1,261Crs.inFY25 4 10% Sealing Division Total Income Z595crs.| 2556 crs. A 7% FY26 FY25 Total Income Marelli

7%

1,383 Crs.inFy26|2.1,261Crs.inFY25 4 10% Sealing Division Total Income Z595crs.| 2556 crs. A 7% FY26 FY25 Total Income Marelli Division (50% JV) = Q év’" g g4 Z346 crs.| 2285crs A 2%

50%

Division Total Income Z595crs.| 2556 crs. A 7% FY26 FY25 Total Income Marelli Division (50% JV) = Q év’" g g4 Z346 crs.| 2285crs A 2% 3 % -1 FY26 =9 iz FY25 « Gaskets « Heatsh

2%

7% FY26 FY25 Total Income Marelli Division (50% JV) = Q év’" g g4 Z346 crs.| 2285crs A 2% 3 % -1 FY26 =9 iz FY25 « Gaskets « Heatshields * Chassis Components E g oS 3 O 0

3 %

FY26 FY25 Total Income Marelli Division (50% JV) = Q év’" g g4 Z346 crs.| 2285crs A 2% 3 % -1 FY26 =9 iz FY25 « Gaskets « Heatshields * Chassis Components E g oS 3 O 0 g

13%

2 ;1' T T g9 L) Z295crs. | 2290 crs. FY26 FY25 ° A 2% 2147 crs. Fr26 2130 crs. A 13% FY25 ° 2 « Forging Components « Anti Vibration Products * Hoses =5 &8¢ Product Portf

14%

e from Operations * EBITDA" [ EBITDA Margin (%) Profit After Tax [ PAT Margin (%) Z241crs. (+14% voy) Z245crs.[18.7% (#13% vov) / (-20 bps voy) Z32crs. [ 13.1% (+19% vov) / (+50 bps vov) F

18.7%

EBITDA" [ EBITDA Margin (%) Profit After Tax [ PAT Margin (%) Z241crs. (+14% voy) Z245crs.[18.7% (#13% vov) / (-20 bps voy) Z32crs. [ 13.1% (+19% vov) / (+50 bps vov) FY26 vs FY25 TotalInc

20 bps

gin (%) Profit After Tax [ PAT Margin (%) Z241crs. (+14% voy) Z245crs.[18.7% (#13% vov) / (-20 bps voy) Z32crs. [ 13.1% (+19% vov) / (+50 bps vov) FY26 vs FY25 TotalIncome from Operations”

13.1%

ax [ PAT Margin (%) Z241crs. (+14% voy) Z245crs.[18.7% (#13% vov) / (-20 bps voy) Z32crs. [ 13.1% (+19% vov) / (+50 bps vov) FY26 vs FY25 TotalIncome from Operations” EBITDA” [ EBITDA Marg

19%

Margin (%) Z241crs. (+14% voy) Z245crs.[18.7% (#13% vov) / (-20 bps voy) Z32crs. [ 13.1% (+19% vov) / (+50 bps vov) FY26 vs FY25 TotalIncome from Operations” EBITDA” [ EBITDA Margin (%)

50 bps

Z241crs. (+14% voy) Z245crs.[18.7% (#13% vov) / (-20 bps voy) Z32crs. [ 13.1% (+19% vov) / (+50 bps vov) FY26 vs FY25 TotalIncome from Operations” EBITDA” [ EBITDA Margin (%) Profit After T

“i v Virgin carbon black is a ~$27 B 1 i i market; rCB is a ~$1.8 B high- growth subset growing at +35% CAGR v The JV is a technology led entry into a large, ESG-advantaged market, with a partner who has technology for the product line.”

“out of which Talbros’ commitment will be at 49% of that (i.e.”

“Crores) FY26 FY25 FY24 PBT ,,.A;j Justments B e ]37 R — R — ]67 SR S— _235 B 146.7 130.9 ns.4 ' Operating profit before working capital changes ' Changes in working capital ‘ ‘ 144.6 -32.8 136.2 -32.3 » Cash generated from operations “Dljre.ct.to.xe.s Em.id.(n.et.o.f r.efl;m.j).”

MUSASH

1

Product Types

1

Investments accounted for using the equit

1

Company

1

Investor Relations Advisors

1

Product Types

King Pins Dump End Gear Blanks Housing & Yoke Shafts Retaining Plate Companion Flange Talbros Automotive Components Limited 16 Strong Global Partnerships — Joint Ventures (MTCS) talbr@s e | MARELLI Marelli Talbros Chassis Systems Pvt. Ltd. (MTC) . . ¥ Marelli Corporation - A global automotive supplier with annual revenue of over € 6 Bn Totalincome 5% from EV <> 33 260 25 v 50:50 partnership commenced productionin April 2012 165 210 v 100% Sales to OEMs v significant share of Control Arms business from Maruti Suzuki and Tata v' 90%+* of the revenue in this JV comes from the PV segment m ’ Control Arms Front Axle Rear Axle ol Customers M$ BoSuT ® - SuUZuKi TATA MOTORS FY22 FY23 FY24 FY25 FY26 Revenue split = OEM Exports m Others Talbros Automotive Components Limited 17 Strong Global Partnerships — Joint Ventures (TMR) talb @ Marugo Talbros Marugo Rubber Pvt. Ltd. (TMR) Total iIncome Marugo Rubber Industries Ltd (Japan) - Global leader in supply of Anti-Vibration Product and Hoses v 50:50

Investments accounted for using the equit

Mar-26 Mar-25 Mar-24 | : 2249 217 23 0.4 ’ ] : » : 2177 2090 227 25 03 7.3 27 06 : : 9 iy : e 1 ] : 640 474 . method Financial assets - Investments - Other financial assets - Current Tax Assets Other non-current assets . Non-Current Assets Current assets Inventories Financial assets Trade receivables Cash and cash equivalents ] Bank balances other than Cash and Cash equivalents Loans Other financial assets _ Other current assets Current Assets | TOTAL - ASSETS i i i 1622 72 1.5 145.4 ] 8122 ] 17 44 509.1 4890 35 145.9 ; ] 2822 35.8 780 0.5 16 321 576.0 1085.1 ; i ] : ' ;| ] | | 125.9 2457 148 482 16 19 235 4615 950.5 138.4 707 33 6.7 4860 126.8 2103 24 28 27 16 242 3708 856.7 i : : ! H i : EQUITY AND LIABILITIES (Rs. Crs.) Equity Equity Share capital ~ Other equity Shareholders’ Funds LIABILITIES Non-curren Financial liabilities Borrowings Lease Liabilities Other financial liabilities Provisions Deferred tax liabilities (net) Other non-current liabilities Non-Current Liabilities : Curr

Company

ta|br<>s Talbros Automotive Components Limited CIN: L29199HR1956PLC033107 Ms. Seema Narang seema_narang@talbros.com www.talbros.com

Investor Relations Advisors

SG Strategic Growth Advisors Strategic Growth Advisors Pvt. Ltd. CIN: U74140MH2010PTC204285 Mr. Deven Dhruva/ Ms. Prachi Chhugani deven.dhruva@sgapl.net/prachichhugani@sgapl.net Tel: +91 98333 73300 / +91 89492 92029 www.sgapl.net