Talbros Automotive Components Limited (TALBROAUTO)

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Talbros Automotive Components Limited (TALBROAUTO) · mywealthgrid

About

Talbros Automotive Components manufactures automotive components and equipment for original equipment manufacturers within the Consumer Discretionary sector. The company is an established mid-cap player with a market capitalization of ₹2,588 Cr, recent quarterly standalone revenues ranging ₹213–238 Cr, and operating margins in the 15–17% range.

Face value: ₹2

Market cap

₹2,590 Cr

P/E

23.1×

P/B

3.5×

Dividend yield

0.3%

ROE

15.1%

ROCE

16.6%

Debt / equity

0.1

OPM

15.7%

EPS (TTM)

₹18.1

Book value

₹120.3

52-week high

—

52-week low

Key insights

Company research notes and source-linked reviews

Key risks

Revenue flatness: recent quarters show ₹213–238 Cr with no clear growth trend (verify demand environment, order pipeline, and visibility for automotive production cycles)
Earnings volatility: net profit ranges ₹19.6–31.6 Cr and EPS ₹3.18–5.12 despite stable revenue, suggesting operational inconsistency or one-off accounting items
Auto component sector concentration risk: verify customer mix, dependence on a few large OEMs, and exposure to India automotive production cycles
EV transition exposure: verify product portfolio mix and R&D pipeline for electric and hybrid vehicle components as the industry shifts

Generated analysis · source review pending

Growth drivers

Low financial leverage (D/E 0.1) provides flexibility to invest in capacity, technology or strategic acquisitions if growth opportunities emerge (verify capital allocation priorities and capex plans)
Recent quarters show revenue uptick from ₹213 Cr (Sep–Dec 2025) to ₹238 Cr (Mar–Jun 2026), suggesting demand momentum or strong orders (verify if seasonal, structural or tied to specific wins)
Operating margins of 15–17% demonstrate cost discipline and potential for margin expansion if volumes scale (verify fixed-cost burden and operating leverage)
Consistent dividend payouts across 2023–2026 signal cash generation; retained earnings can fund organic growth if reinvested (verify payout ratio and capital allocation plans)

Generated analysis · source review pending

2,528 historical price candles were omitted because the exchange source has not been verified.

₹419.7-3.1%1Y

Quick read

rule-based

Pros

+Strong return on equity of 18.5% (3-yr avg)
+Profit CAGR of 21.6% over the last 5 years

Cons

−Low dividend payout of 6.9% of profit

Research score

Structured signal from quality, growth, valuation and momentum.

62/100

Business quality: 54
Growth: 72
Valuation: 60

Revenue & net profit

₹ crore, by fiscal year

RevenuePAT

Margins

% of revenue, by fiscal year

OPMPAT margin

Peers

Comparable companies from the narrowest available industry classification.

Screen this industry Compare top 5 side-by-side

Company	Mkt Cap	EV	Revenue	EBITDA	OPM	PAT	NPM	ROCE	ROE	WC Days
Samvardhana Motherson International LimitedMOTHERSONMOTHERSON	₹1,65,731 Cr	₹1,81,626 Cr	₹1,31,135 Cr	₹12,541 Cr	9.4%	₹4,380 Cr	3.2%	12.6%	10.2%	-26
Bosch LimitedBOSCHLTDBOSCHLTD	₹1,34,166 Cr	₹1,34,166 Cr	₹21,088 Cr	₹2,832 Cr	13.2%	₹2,363 Cr	13.8%	21%	19.4%	13
Bharat Forge LimitedBHARATFORGBHARATFORG	₹89,644 Cr	₹96,518 Cr	₹17,543 Cr	₹2,963 Cr	17.4%	₹706 Cr	6.5%	17.9%	11.5%	136
Uno Minda LimitedUNOMINDAUNOMINDA	₹64,160 Cr	₹66,698 Cr	₹20,725 Cr	₹2,280 Cr	11.5%	₹1,202 Cr	6.5%	19.3%	19.1%	37
Schaeffler India LimitedSCHAEFFLERSCHAEFFLER	₹60,732 Cr	₹60,787 Cr	₹10,505 Cr	₹1,917 Cr	18.2%	₹1,253 Cr	11.9%	27.3%	20.2%	68
Sona Blw Precision Forgings LimitedSONACOMSSONACOMS	₹50,071 Cr	₹50,314 Cr	₹4,935 Cr	₹1,207 Cr	24.7%	₹686 Cr	14.1%	14.6%	11%	121
Tube Investments Of India LimitedTIINDIATIINDIA	₹45,302 Cr	₹45,695 Cr	₹23,754 Cr	₹2,260 Cr	9.9%	₹607 Cr	4.9%	15.4%	9.6%	41
Endurance Technologies LimitedENDURANCEENDURANCE	₹36,602 Cr	₹37,928 Cr	₹15,592 Cr	₹2,058 Cr	13.5%	₹970 Cr	6.5%	18.5%	15.2%	-6
Exide Industries LimitedEXIDEINDEXIDEIND	₹34,803 Cr	₹35,896 Cr	₹18,829 Cr	₹1,954 Cr	10.4%	₹932 Cr	4.8%	8.9%	6.1%	42
Dhoot Transmission LimitedDHOOTTRANSDHOOTTRANS	₹29,518 Cr	₹30,359 Cr	₹4,525 Cr	₹711 Cr	15.7%	₹397 Cr	8.8%	30.8%	23.1%	69
Craftsman Automation LimitedCRAFTSMANCRAFTSMAN	₹26,897 Cr	₹30,238 Cr	₹8,717 Cr	₹1,357 Cr	15.3%	₹465 Cr	4.8%	16.1%	12.5%	74
Sansera Engineering LimitedSANSERASANSERA	₹26,686 Cr	₹27,144 Cr	₹3,753 Cr	₹696 Cr	18.1%	₹351 Cr	9.3%	14.7%	11.1%	98

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Financials

Reported profit and loss, balance sheet, cash flow and growth history.

Annual Quarterly

Consolidated Standalone

Consolidated figures · ₹ crore

₹ Cr	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	400	400	483	385	444	577	647	778	827	870
COGS	222	222	273	205	238	306	351	422	429	451
Gross profit	178	178	210	180	206	271	296	356	398	419
	131	131	150	135	145	187	197	225	250	261
	48	48	60	45	61	83	99	131	147	158
OPM %	11.9%	11.9%	12.5%	11.7%	13.8%	14.4%	15.3%	16.8%	17.8%	18.2%
Depreciation	14	14	18	19	23	23	24	26	32	33
Interest	14	14	16	16	13	12	11	13	14	13
	8	8	7	4	27	8	6	55	18	18
Profit before tax	28	28	34	14	52	56	70	147	119	131
Tax	5	5	8	1	13	11	15	37	25	27
Tax %	18.4%	18.4%	22.7%	9.8%	24.5%	20.4%	20.9%	25%	20.9%	20.5%
	23	23	26	12	39	45	56	110	94	104
PAT margin %	5.7%	5.7%	5.5%	3.2%	8.8%	7.8%	8.6%	14.1%	11.4%	12%
EPS (₹)	18.6	18.6	21.4	9.9	31.7	36.4	45.1	17.8	15.3	16.9
EPS adjusted (₹)	3.7	3.7	4.3	—	6.3	7.3	9	17.8	15.3	16.9
	8.1%	8.1%	8.4%	5.1%	6.3%	6.9%	6.7%	3.9%	4.6%	4.4%
Annual report	Annual report for Mar 2017	Annual report for Mar 2018	Annual report for Mar 2019	Annual report for Mar 2020	Annual report for Mar 2021	Annual report for Mar 2022	Annual report for Mar 2023	Annual report for Mar 2024	Annual report for Mar 2025	—

₹ Cr	Mar 2017	Mar 2018	Mar 2019	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity capital	12	12	12	12	12	12	12	12	12
Reserves	127	167	186	—	290	355	525	620	731
	118	117	138	—	89	87	86	83	75
	119	168	161	—	179	201	233	235	267
Total equity & liabilities	376	465	498	—	570	656	857	951	1,085
	113	125	141	147	154	169	210	218	225
CWIP	1	2	6	—	3	5	7	23	22
Investments	14	63	61	—	101	129	188	212	249
	249	274	290	—	311	353	451	498	589
Total assets	376	465	498	—	570	656	857	951	1,085

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Ratios

Annual operating, return, leverage and working-capital ratios.

Consolidated Standalone

Consolidated figures

Ratio	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	43.5%	46.8%	46.4%	46.9%	45.7%	45.7%	48.1%	48.2%
EBITDA margin %	10.6%	9.7%	12.5%	13.1%	13.5%	14.7%	15.7%	15.7%
EBIT margin %	6.8%	4.7%	7.4%	9.1%	9.8%	11.4%	11.8%	11.9%
PAT margin %	5.5%	3.2%	8.8%	7.8%	8.6%	14.1%	11.4%	12%
Working capital
Receivable days	102	—	—	96	95	99	108	118
Inventory days	148	—	—	136	138	110	107	118
Payable days	2	—	—	182	176	145	144	161
NWC days	248	—	—	49	57	63	71	75
Leverage
Current ratio	1.05	—	—	1.24	1.3	1.38	1.72	1.96
Debt to EBITDA	2.7	—	—	1.18	1	0.75	0.64	0.55
Debt to equity	0.69	—	—	0.29	0.24	0.16	0.13	0.1
Interest coverage	2.6	1.5	3.1	5.1	6.1	7.6	8.4	9.3
Asset turnover	0.97	—	—	1.01	0.99	0.91	0.87	0.8
Return ratios
Return on assets %	5.3%	—	—	7.9%	8.5%	12.8%	9.9%	9.6%
Return on capital employed %	18.5%	—	—	18.7%	19.5%	20.7%	18.2%	16.6%
Return on equity %	13.3%	—	—	14.9%	15.1%	20.5%	14.9%	14%

Derived from reported annual statements. ROCE uses EBIT over capital employed (total assets less current liabilities). Day counts average the opening and closing balance; receivables turn on revenue, inventory and payables on cost of goods sold.

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Shareholding

Quarterly ownership, named holders, insider transactions and disclosed deals.

Quarterly Annual

Every quarter filed · % of equity

Holder (%)	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	58.42%	58.42%	58.43%	58.43%	58.43%	58.43%	58.43%	58.43%	58.43%	58.43%	58.43%	58.43%
	0.02%	0.01%	0.13%	0.54%	0.5%	0.69%	0.7%	0.71%	0.72%	0.62%	0.49%	1.26%
	0.1%	0.06%	0.05%	0.03%	0.01%	0.01%	0.02%	0.02%	0.02%	0.09%	0.09%	0.19%
	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%	0%
	41.46%	41.51%	41.39%	41%	41.06%	40.87%	40.85%	40.84%	40.83%	40.86%	40.99%	40.12%
No. of shareholders	—	—	—	—	—	—	—	—	66,968	63,369	60,911	55,208

Promoter holding up 0.01 percentage points since Sep 2023.

52 deals · 30 Nov 2021 – 10 Jul 2024

Date	Client	Type	Venue	Side	Quantity	Price	Value
10 Jul 2024	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Sell	5,83,963	₹365.55	₹21.35 Cr
10 Jul 2024	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Buy	5,83,963	₹365.23	₹21.33 Cr
22 Nov 2023	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Sell	3,39,818	₹323.23	₹10.98 Cr
22 Nov 2023	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Buy	3,39,818	₹322.99	₹10.98 Cr
21 Nov 2023	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Sell	3,45,302	₹318.27	₹10.99 Cr
21 Nov 2023	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Buy	3,45,302	₹317.83	₹10.97 Cr
10 Aug 2023	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Sell	84,003	₹1,087.00	₹9.13 Cr
10 Aug 2023	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Buy	84,003	₹1,087.99	₹9.14 Cr
9 Aug 2023	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Sell	2,55,122	₹1,069.17	₹27.28 Cr
9 Aug 2023	GRAVITON RESEARCH CAPITAL LLP	Bulk	NSE	Buy	2,55,122	₹1,067.80	₹27.24 Cr

1–10 of 52

1 / 6

Mr. Umesh TalwarExecutive Director-Chairperson related to Promoter
Mr. Naresh TalwarNon-Executive - Non Independent Director
Manish KhannaChief Financial Officer
Mr. Varun TalwarExecutive Director-MD
Mr. Vidur TalwarNon-Executive - Non Independent Director
Mr. Anuj TalwarExecutive Director-MD
Mr. Navin JunejaNon-Executive - Non Independent Director
Mrs. Priyanka GulatiNon-Executive - Independent Director
Mr. Ajay Kumar VijNon-Executive - Independent Director
Mr. Tarun SinghalNon-Executive - Independent Director
Mr. Rakesh VohraNon-Executive - Independent Director

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F&O

Current futures and options contracts with compact option-chain pages.

Not in the F&O segment

Only about 210 stocks have listed futures and options. Contracts appear here for those, refreshed after each close.

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Fund holders

Mutual-fund schemes that disclosed a holding in the company.

No fund holdings on record

No scheme among the 32 fund houses on record reported a position in Talbros Automotive Components Limited. Portfolios are published monthly by each AMC; coverage is still partial.

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Documents

Annual reports, exchange filings, offer documents, ratings and earnings-call material.

Announcements

Annual reports

Investor Presentation and earnings call

Aug 2026Transcript AI SummaryPPTREC
May 2026Transcript AI Summary PPT

Documents link to external sources (exchange filings, company investor pages).

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Events

Upcoming dates and the company’s corporate-action history.

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Announcements

Latest exchange announcements, filings and downloadable documents.

1 month 3 months 6 months 1 year All

26 announcementsExport CSV

17 Sept 2026, 2:20 pmCompany Update

Announcement under Regulation 30 (LODR)-Newspaper Publication

Newspaper Publication PDF

16 Sept 2026, 7:16 pmCompany Update

Announcement under Regulation 30 (LODR)-Change in Directorate

Change in Directorate PDF

16 Sept 2026, 7:14 pmAGM/EGM

Addendum To The Notice Of 69Th AGM Of The Company.

AGM PDF

16 Sept 2026, 7:00 pmOthers

Board Meeting Outcome for Outcome Of The Board Meeting Held Today I.E. September 16, 2026

Outcome without intimation PDF

9 Sept 2026, 2:59 pmCompany Update

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Analyst / Investor Meet PDF

31 Aug 2026, 1:00 pmCompany Update

Announcement under Regulation 30 (LODR)-Newspaper Publication

Newspaper Publication PDF

29 Aug 2026, 6:03 pmAGM/EGM

Notice Of 69Th Annual General Meeting Of The Company Scheduled To Be Held On Friday, September 25, 2026

AGM PDF

29 Aug 2026, 5:53 pmOthers

Reg. 34 (1) Annual Report.

Reg. 34 (1) Annual Report PDF

Date	Category	Subject	Filing
17 Sept 2026, 2:20 pm	Company Update Newspaper Publication	Announcement under Regulation 30 (LODR)-Newspaper Publication	PDF
16 Sept 2026, 7:16 pm	Company Update Change in Directorate	Announcement under Regulation 30 (LODR)-Change in Directorate

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Ratio	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Margins
Gross margin %	43.5%	46.8%	46.4%	46.9%	45.7%	45.7%	48.1%	48.2%
EBITDA margin %	10.6%	9.7%	12.5%	13.1%	13.5%	14.7%	15.7%	15.7%
EBIT margin %	6.8%	4.7%	7.4%	9.1%	9.8%	11.4%	11.8%	11.9%
PAT margin %	5.5%	3.2%	8.8%	7.8%	8.6%	14.1%	11.4%	12%
Working capital
Receivable days	102	—	—	96	95	99	108	118
Inventory days	148	—	—	136	138	110	107	118
Payable days	2	—	—	182	176	145	144	161
NWC days	248	—	—	49	57	63	71	75
Leverage
Current ratio	1.05	—	—	1.24	1.3	1.38	1.72	1.96
Debt to EBITDA	2.7	—	—	1.18	1	0.75	0.64	0.55
Debt to equity	0.69	—	—	0.29	0.24	0.16	0.13	0.1
Interest coverage	2.6	1.5	3.1	5.1	6.1	7.6	8.4	9.3
Asset turnover	0.97	—	—	1.01	0.99	0.91	0.87	0.8
Return ratios
Return on assets %	5.3%	—	—	7.9%	8.5%	12.8%	9.9%	9.6%
Return on capital employed %	18.5%	—	—	18.7%	19.5%	20.7%	18.2%	16.6%
Return on equity %	13.3%	—	—	14.9%	15.1%	20.5%	14.9%	14%

₹ Cr	Mar 2018	Mar 2019	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	34	16	66	52	57	67	80	85
	-19	-36	-2	-25	-37	-52	-45	-36
	-15	18	-65	-27	-16	-18	-23	-28
Net cash flow	—	—	-1	-1	3	-3	12	21
Free cash flow	—	—	43	17	15	7	26	43
CFO / Operating profit %	83.4%	32.2%	118.9%	68.5%	64.8%	58.2%	61.8%	62%

Talbros Automotive Components Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Ratios

Shareholding

F&O

Not in the F&O segment

Fund holders

No fund holdings on record

Documents

Announcements

Annual reports

Investor Presentation and earnings call

Events

Announcements

Not in the F&O segment

No fund holdings on record

1

25

1

Announcements

Annual reports

Investor Presentation and earnings call

Compounded sales growth

Compounded profit growth

Return on equity

Talbros Automotive Components Limited

About

Key insights

Key risks

Growth drivers

Quick read

Pros

Cons

Research score

Revenue & net profit

Margins

Peers

Financials

Profit & loss

Balance sheet

Ratios

Ratio timeline

Shareholding

Quarterly record

Bulk & block deals

Board and management

F&O

Not in the F&O segment

Fund holders

No fund holdings on record

Documents

Announcements

Annual reports

Investor Presentation and earnings call

Events

Announcements

Ratio timeline

Not in the F&O segment

No fund holdings on record

Quarterly record

Bulk & block deals

Board and management

Upcoming and recent1

Dividends25

Board meetings1

Announcements

Annual reports

Investor Presentation and earnings call

Profit & loss

Balance sheet

Cash flow

Compounded returns

Compounded sales growth

Compounded profit growth

Return on equity

1

25

1