Talbros Automotive Components Ltd.
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ABOUT
AI Sector View
AI GENERATEDAutomobile and Auto Components
Domestic auto demand remains strong across categories, with total vehicles registered up 27% YoY (2026-07), passenger vehicle sales up 14% YoY (2026-06), 2-wheelers up 23% YoY (2026-06), and tractor sales up 18% YoY (2026-07). Core demand is reinforced by vehicle sales of 395199 units (Jul/26) and car registrations of 457810 units (Jul/26), outweighing FPI outflows of INR -11826 crore over 3 months to 2026-08-31. The stance stays positive because fundamentals are stronger than positioning.
PROS
- Company has delivered good profit growth of 21.6% CAGR over last 5 years
- Company has a healthy return on capital (ROCE) of 22.8%
- Company has consistently been profitable over the last 5 years
- Latest quarter profit grew 35.2% YoY, showing strong momentum
- Company comfortably covers its interest (10.9x coverage)
- Company generates healthy free cash flow
CONS
- Working capital days have increased from 85 to 119 days
- Valuation is stretched - P/E of 23.2 is well above its own 5-year median (14.7)
- Though reporting repeated profits, the company pays out little dividend (4.4%)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| MOTHERSON | 164.00 | 39.52 | 173092.86 | 0.37 | 1075.66 | 77.48 | 35243.77 | 17.70 | 13.63 | 8.86 |
| BOSCHLTD | 48602.60 | 60.66 | 143358.71 | 0.56 | 706.10 | -36.74 | 5841.90 | 22.00 | 25.60 | 14.08 |
| UNOMINDA | 1223.50 | 58.77 | 70653.11 | 0.22 | 315.51 | 2.10 | 5556.85 | 23.79 | 20.74 | 11.14 |
| TIINDIA | 2650.00 | 84.58 | 51296.66 | 0.13 | 293.96 | -3.04 | 6215.33 | 20.20 | 27.33 | 8.81 |
| SONACOMS | 803.10 | 72.02 | 50123.75 | 0.42 | 178.51 | 46.67 | 1301.20 | 52.38 | 14.75 | 22.55 |
| ENDURANCE | 2716.60 | 39.40 | 38212.47 | 0.42 | 244.52 | 8.03 | 4314.89 | 30.01 | 18.33 | 12.42 |
| CRAFTSMAN | 11852.65 | 66.68 | 30999.93 | 0.09 | 150.55 | 116.31 | 2431.58 | 36.30 | 14.65 | 15.81 |
| ZFCVINDIA | 2528.05 | 57.63 | 28770.60 | 0.03 | 1044.78 | 753.75 | 10661.76 | 992.89 | 20.23 | 12.93 |
| SANSERA | 4107.40 | 73.56 | 25631.64 | 0.10 | 87.36 | 38.71 | 1021.26 | 33.27 | 14.29 | 19.18 |
| MSUMI | 36.32 | 38.39 | 24086.20 | 1.60 | 1453.20 | 915.51 | 34072.60 | 1273.43 | 43.72 | 7.58 |
| GABRIEL | 1340.50 | 79.82 | 23757.68 | 0.37 | 108.13 | 74.48 | 1425.68 | 29.80 | 26.37 | 11.71 |
| TALBROAUTO | 419.95 | 23.16 | 2592.27 | 0.18 | 30.01 | 35.23 | 238.41 | 15.31 | 18.79 | 18.91 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 183 | 194 | 199 | 203 | 204 | 215 | 201 | 206 | 207 | 213 | 214 | 237 | 238 | |
| 157 | 166 | 168 | 172 | 175 | 183 | 169 | 171 | 176 | 181 | 181 | 196 | 211 | |
| Operating Profit | 25 | 28 | 30 | 31 | 30 | 32 | 33 | 35 | 31 | 32 | 33 | 41 | 28 |
| OPM % | 13.87% | 14.52% | 15.32% | 15.15% | 14.53% | 15.09% | 16.22% | 16.87% | 15.02% | 14.92% | 15.40% | 17.28% | 11.67% |
| 2 | 3 | 3 | 47 | 5 | 5 | 3 | 5 | 4 | 4 | 7 | 4 | 4 | |
| Interest | 3 | 3 | 4 | 3 | 3 | 3 | 3 | 4 | 3 | 3 | 4 | 3 | 3 |
| Depreciation | 6 | 6 | 6 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 |
| Profit before Tax | 19 | 21 | 23 | 67 | 23 | 26 | 24 | 28 | 24 | 24 | 28 | 33 | 38 |
| Tax % | 25.05% | 24.73% | 23.21% | 31.81% | 24.82% | 25.54% | 23.05% | 24.83% | 24.02% | 24.54% | 24.36% | 25.10% | 20.31% |
| Net Profit | 0 | 0 | 0 | 0 | 21 | 23 | 24 | 27 | 22 | 23 | 27 | 32 | 30 |
| 2.82 | 3.25 | 3.69 | 8.07 | 3.34 | 3.79 | 3.86 | 4.31 | 3.60 | 3.74 | 4.41 | 5.12 | 4.86 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 325 | 393 | 483 | 385 | 444 | 577 | 647 | 778 | 827 | 870 | 902 | |
| 295 | 354 | 433 | 349 | 389 | 504 | 562 | 664 | 697 | 733 | 768 | |
| Operating Profit | 30 | 39 | 50 | 37 | 56 | 73 | 85 | 115 | 130 | 137 | 133 |
| OPM % | 9.34% | 9.85% | 10.36% | 9.49% | 12.53% | 12.61% | 13.21% | 14.73% | 15.67% | 15.70% | 14.80% |
| 8 | 11 | 8 | 4 | 27 | 10 | 8 | 55 | 18 | 18 | 18 | |
| Interest | 16 | 14 | 16 | 16 | 13 | 12 | 11 | 13 | 14 | 13 | 13 |
| Depreciation | 12 | 14 | 18 | 19 | 23 | 23 | 24 | 26 | 32 | 33 | 33 |
| Profit before Tax | 10 | 21 | 25 | 6 | 52 | 56 | 70 | 147 | 119 | 131 | 123 |
| Tax % | 22.27% | 24.44% | 31.50% | 23.44% | 24.47% | 20.36% | 20.93% | 25.03% | 20.93% | 20.48% | 23.36% |
| Net Profit | 7 | 16 | 17 | 4 | 39 | 45 | 56 | 110 | 94 | 104 | 94 |
| EPS | 0.00 | 0.00 | 0.00 | 0.00 | 31.70 | 36.36 | 45.02 | 17.82 | 15.30 | 16.87 | — |
| Dividend Payout % | 15.15% | 8.09% | 8.42% | 5.06% | 6.31% | 6.88% | 6.66% | 3.93% | 4.58% | 4.45% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 8%
- 5 Years:
- 14%
- 3 Years:
- 10%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 27%
- 5 Years:
- 22%
- 3 Years:
- 23%
STOCK PRICE CAGR
- 10 Years:
- 32%
- 5 Years:
- 50%
- 3 Years:
- 31%
- 1 Year:
- 42%
RETURN ON EQUITY
- 10 Years:
- 13%
- 5 Years:
- 18%
- 3 Years:
- 19%
- Last Year:
- 15%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 |
| 143 | 167 | 186 | 186 | 235 | 290 | 355 | 525 | 620 | 731 | |
| 123 | 126 | 156 | 154 | 104 | 89 | 88 | 94 | 90 | 80 | |
| Trade Payables | 93 | 137 | 117 | 106 | 149 | 153 | 169 | 168 | 170 | 199 |
| 35 | 32 | 36 | 33 | 37 | 49 | 47 | 95 | 84 | 90 | |
| Total Liabilities | 407 | 475 | 508 | 491 | 537 | 593 | 671 | 894 | 976 | 1,113 |
| 116 | 125 | 141 | 153 | 147 | 154 | 169 | 210 | 218 | 225 | |
| Capital Work in Progress | 1 | 2 | 6 | 1 | 3 | 3 | 5 | 7 | 23 | 22 |
| 57 | 66 | 64 | 53 | 73 | 98 | 127 | 186 | 209 | 247 | |
| 99 | 109 | 111 | 108 | 102 | 114 | 133 | 127 | 126 | 146 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 210 | 246 | 282 | |
| Cash & Bank | 7 | 8 | 9 | 8 | 12 | 5 | 8 | 5 | 63 | 114 |
| 128 | 164 | 177 | 168 | 201 | 218 | 230 | 149 | 91 | 77 | |
| Total Assets | 407 | 475 | 508 | 491 | 537 | 593 | 671 | 894 | 976 | 1,113 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 40 | 38 | 21 | 40 | 71 | 70 | 72 | 67 | 80 | 85 | |
| Cash from Investing | -13 | -19 | -36 | -15 | -2 | -25 | -37 | -52 | -45 | -36 |
| Cash from Financing | -23 | -15 | 18 | -21 | -65 | -27 | -16 | -18 | -23 | -28 |
| 2 | -0 | -1 | 1 | -1 | -1 | 3 | -3 | 12 | 21 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-09 - Talbros Automotive Components Limited has informed the Exchange about Schedule of meet
2026-09-09 - Significant increase in volume has been observed in Talbros Automotive Components Limited. The Exchange, in order to ensure that investors have latest relevant information about the company and to inform the market place so that the interest of the investors is safeguarded, had written to the company. Talbros Automotive Components Limited has submitted their response.
2026-09-07 - Significant increase in volume has been observed in Talbros Automotive Components Limited. The Exchange, in order to ensure that investors have latest relevant information about the company and to inform the market place so that the interest of the investors is safeguarded, has written to the company. The response from the company is awaited.
2026-08-31 - Talbros Automotive Components Limited has informed the Exchange about Submission of copies of Newspaper advertisement regarding information for 69th AGM of the Company and dispatch of Annual Report for FY 2025-26 to the members.
2026-08-29 - Talbros Automotive Components Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 25, 2026
2026-08-27 - Talbros Automotive Components Limited has informed the Exchange about Publication for Pre-AGM notice in Newspapers
2026-08-24 - Talbros Automotive Components Limited has informed the Exchange about Schedule of meet to be held on September 01, 2026
2026-08-24 - Talbros Automotive Components Limited has informed the Exchange about Schedule of meet to be on August 31, 2026
2026-08-14 - Talbros Automotive Components Limited has informed the Exchange about Transcript of Q1 FY27 Earnings Conference Call
News
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