Talbros Automotive Components Ltd

TALBROAUTO

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Market Cap

₹ 1,727 Cr

P/E

18.05

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Performance

MARKET LEADER

Valuation

REASONABLE

Growth

STABLE

Profitability

HIGH MARGIN

Technicals

Bullish

Risk

MODERATE RISK

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Price

PE Ratio

Price

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Overview

Detailed Summary

Talbros Automotive Components Limited primarily manufactures automotive and industrial gaskets. The company's diversified product portfolio includes gaskets, heat shields, forgings, suspension systems, and hoses, serving major OEMs across various vehicle segments.

Talbros has established a strategic joint venture with Lohum Cleantech Private Limited to manufacture recycled carbon black and devulcanized rubber, positioning itself in a high-growth, sustainability-focused segment.

Despite a cyberattack that impacted operations temporarily, Talbros recovered quickly and maintained strong EBITDA margins of over 16%, demonstrating resilience and operational efficiency.

The company forecasts substantial revenue growth by securing multi-year, high-value contracts in the domestic and export markets, including noteworthy entries into the EV segment.

Talbros is enhancing its export focus, aiming to increase export revenue contribution to 35% by FY27, indicating an aggressive strategy to strengthen its global market presence.

Sector

Auto Ancillaries

Industry

Auto Ancillaries - Others

Market Cap

1,727 Cr

Volatility

High Risk

P/E Ratio

18.1

Industry P/E

37.0

PEG Ratio

0.6

P/B Ratio

2.5

52W High

338.00

52W Low

200.05

Sales CAGR

6.27%

12.73%

16.51%

10Y

10.49%

Profit CAGR

-14.14%

28.10%

63.24%

10Y

28.44%

ROE

TTM

14.05%

16.91%

16.49%

10Y

14.49%

ROCE

TTM

17.37%

22.56%

22.54%

10Y

21.24%

Technicals

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Forecasts

Peers

Symbol	Price	Market Cap	P/E	P/B	Div Yield (%)	ROE (%)	ROCE (%)	ROA (%)
RML	748.00	2,056 Cr	42.75	3.02	0.63	7.07	11.38	1.95
NDRAUTO	812.75	1,933 Cr	33.20	5.96	0.34	17.47	20.08	10.95
DIVGIITTS	594.15	1,817 Cr	60.02	2.99	0.44	4.98	6.82	4.39
TALBROAUTO	279.80	1,727 Cr	18.05	2.53	0.25	14.05	17.37	9.47
RICOAUTO	117.70	1,592 Cr	36.33	2.11	0.42	5.69	8.38	2.13
PRECAM	150.05	1,416 Cr	42.22	1.74	0.67	4.11	6.54	6.36
BHARATSE	171.90	1,079 Cr	28.34	5.22	0.64	18.41	17.98	5.49

Financial Statements

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Consolidated Quarterly Results (in ₹ Crores)

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Total Figures

QoQ Changes

Total Figures

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Sales	183	194	199	203	204	215	201	206	207	213
Expenses	157	166	168	172	175	183	169	171	176	181
Operating Profit	25	28	30	31	30	33	33	35	31	32
OPM %	13.87	14.52	15.32	15.15	14.53	15.09	16.22	16.87	15.02	14.92
Other Income	5.93	6.58	7.45	51	7.94	8.98	8.09	10	7.79	8.65
Interest	3.20	3.39	3.55	3.12	3.34	3.40	3.24	3.72	3.31	3.15
Depreciation	6.00	6.05	6.14	7.72	7.87	8.08	8.11	7.81	7.59	8.29
Profit Before Tax	22	25	28	71	26	30	29	34	28	29
Tax %	21.15	20.83	19.33	30.01	21.95	21.96	19.01	20.89	20.54	20.40
Net Profit	17	20	23	50	21	23	24	27	22	23
EPS in Rs	2.82	0.65	3.69	8.07	3.34	3.79	3.86	4.31	3.60	3.74

Consolidated Profit Loss (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	353	400	483	385	444	577	647	778	827	829
Expenses	293	352	433	349	389	504	562	664	697	699
Operating Profit	60	48	50	37	56	73	85	115	130	131
OPM %	16.98	11.96	10.36	9.49	12.53	12.61	13.21	14.73	15.67	15.79
Other Income	11	15	18	12	33	18	20	71	35	35
Interest	16	14	16	16	13	12	11	13	14	14
Depreciation	12	14	18	19	23	23	24	26	32	32
Profit Before Tax	14	28	34	14	52	56	70	147	119	121
Tax %	14.93	18.41	22.73	9.78	24.47	20.36	20.93	25.03	20.93	20.63
Net Profit	12	23	26	12	39	45	56	110	94	96
EPS in Rs	1.98	3.71	4.27	1.98	6.34	7.27	9.00	15.23	15.30	15.51
Dividend Payout %	15.15	8.09	8.42	5.06	6.31	6.88	5.56	3.37	4.58	—

Consolidated Balance Sheet (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Equity Capital	12	12	12	12	12	12	12	12	12	12
Reserves	119	143	167	186	186	235	290	355	525	620
Borrowings	113	113	117	138	141	103	89	87	99	94
Other Liabilities	151	124	168	161	141	179	178	201	221	224
Total Liabilities	396	393	465	498	480	529	570	656	857	951
Fixed Assets	117	116	125	141	151	147	154	169	210	218
CWIP	1.40	1.67	3.06	6.63	0.79	3.04	3.25	4.78	7.35	23
Investments	7.21	57	66	64	56	76	101	129	188	212
Other Assets	270	219	271	286	273	303	311	353	451	498
Total Assets	396	393	465	498	480	529	570	656	857	951

Consolidated Cash Flows (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	33	38	34	16	37	66	52	57	67	80
Cash from Investing Activity	-4.49	-13	-19	-36	-15	-1.89	-25	-37	-52	-45
Cash from Financing Activity	-28	-23	-15	18	-21	-65	-27	-16	-18	-23
Net Cash Flow	0.51	2.42	-0.30	-0.90	1.39	-0.96	-0.69	3.23	-2.92	12

Shareholdings

Shareholding History

Quarterly

Yearly

Quarterly

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	58.32%	58.42%	58.42%	58.42%	58.42%	58.43%	58.43%	58.43%	58.43%	58.43%	58.43%	58.43%
FIIs	0.09%	0.00%	0.00%	0.02%	0.01%	0.13%	0.54%	0.50%	0.69%	0.70%	0.71%	0.72%
DIIs	0.03%	0.03%	0.03%	0.10%	0.06%	0.05%	0.03%	0.01%	0.01%	0.02%	0.02%	0.02%
Public	41.55%	41.55%	41.56%	41.47%	41.51%	41.39%	40.99%	41.05%	40.87%	40.85%	40.84%	40.82%
Total Shareholders	35,914	37,033	36,888	43,582	59,441	61,288	62,962	70,717	68,875	68,017	68,350	66,968

Market Transactions

Date	Party	Category	Type	Avg Price (₹)	Total Value (₹)	Quantity	Percent Traded
Aug 09, 2023	Hrti private limited	Bulk	Sell	1,068.62	7.35 Cr	68,796	0.11
Aug 09, 2023	Hrti private limited	Bulk	Buy	1,065.24	7.57 Cr	71,018	0.11
Jul 07, 2023	Qe securities	Bulk	Sell	800.84	7.83 Cr	97,746	0.15
Jul 07, 2023	Xtx markets llp	Bulk	Sell	798.36	5.07 Cr	63,488	0.10
Jul 07, 2023	Qe securities	Bulk	Buy	801.82	7.33 Cr	91,472	0.14
Jul 07, 2023	Xtx markets llp	Bulk	Buy	794.93	5.21 Cr	65,554	0.10
Feb 28, 2023	Talbros international private...	Insider - Promoter Group	Acquisition	415.80	0.22 Cr	5,400	0.04
Feb 27, 2023	Talbros international private...	Insider - Promoter Group	Acquisition	418.56	0.04 Cr	879	0.00
Feb 22, 2023	Talbros international private...	Insider - Promoter Group	Acquisition	467.57	0.25 Cr	5,272	0.04

Projection

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Overall

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Peers

Symbol	Price	Market Cap	P/E	P/B	Div Yield (%)	ROE (%)	ROCE (%)	ROA (%)
RML	748.00	2,056 Cr	42.75	3.02	0.63	7.07	11.38	1.95
NDRAUTO	812.75	1,933 Cr	33.20	5.96	0.34	17.47	20.08	10.95
DIVGIITTS	594.15	1,817 Cr	60.02	2.99	0.44	4.98	6.82	4.39
TALBROAUTO	279.80	1,727 Cr	18.05	2.53	0.25	14.05	17.37	9.47
RICOAUTO	117.70	1,592 Cr	36.33	2.11	0.42	5.69	8.38	2.13
PRECAM	150.05	1,416 Cr	42.22	1.74	0.67	4.11	6.54	6.36
BHARATSE	171.90	1,079 Cr	28.34	5.22	0.64	18.41	17.98	5.49

Overview

Detailed Summary

Despite a cyberattack that impacted operations temporarily, Talbros recovered quickly and maintained strong EBITDA margins of over 16%, demonstrating resilience and operational efficiency.

The company forecasts substantial revenue growth by securing multi-year, high-value contracts in the domestic and export markets, including noteworthy entries into the EV segment.

Talbros is enhancing its export focus, aiming to increase export revenue contribution to 35% by FY27, indicating an aggressive strategy to strengthen its global market presence.

Sector

Auto Ancillaries

Industry

Auto Ancillaries - Others

Market Cap

1,727 Cr

Volatility

High Risk

P/E Ratio

18.1

Industry P/E

37.0

PEG Ratio

0.6

P/B Ratio

2.5

52W High

338.00

52W Low

200.05

Sales CAGR

6.27%

12.73%

16.51%

10Y

10.49%

Profit CAGR

-14.14%

28.10%

63.24%

10Y

28.44%

ROE

TTM

14.05%

16.91%

16.49%

10Y

14.49%

ROCE

TTM

17.37%

22.56%

22.54%

10Y

21.24%